Graco Inc. (GGG)
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-10-30
$67.44-1.91%
Close 2026-10-30 · 1-day change
NYSEIndustrialsIndustrial - MachinerySnapshot 2026-10-30
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Put GGG beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrial Machinery & Supplies & Components is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Management is running behind on a stated commitment.
View ThesisRevenue is growing steadily — about 5% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGraco’s case rests on meeting its stated goal of increasing revenue by 10%+ annually. Recent financial performance remains steady, though the desk has no earnings history or latest release. Q3 headlines report record sales alongside misses against estimates, so the latest result is mixed. GGG trades at 22× P/E versus a 25× peer median and 26× its historical multiple. The price reflects less growth than our forecast, despite the lower peer multiple. Management running behind on a stated commitment is the specific thesis risk. Our model puts the next-quarter miss probability at 27%. Peer multiples imply a price roughly in line with where it trades (about fair); the thesis is on watch; this read is provisional.
Trailing returns as of 2026-10-30. GGG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 11 analysts currently covering GGG (as of Oct 2026).
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GGG Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-10-30. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Industrial Machinery & Supplies & Components — fair value, gap to price, and forward P/E.
Compare the value case
Put GGG next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue by 10%+ annually
Record quarterly sales support revenue growth, despite the sharp share-price decline.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-30. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Threatens: Increase revenue by 10%+ annually
Third-quarter results missed estimates, raising concerns about revenue growth and prompting a sharp share-price decline.
Threatens: Increase revenue by 10%+ annually
Earnings and revenue misses signal growth pressure, though one quarter alone does not break the thesis.
Advances: Accelerate growth through M&A
Acquisition aligns with M&A growth strategy.
Advances: Accelerate growth through M&A
Acquisition supports strategic growth objectives.