W. W. Grainger (GWW)
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-10-30
$1359.17-0.93%
Close 2026-10-30 · 1-day change
NYSEIndustrialsIndustrial - DistributionSnapshot 2026-10-30
Research Workspace
Put GWW 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.
Primary pillar under pressure — Full year 2026 revenue near $19.5 billion: Revenue: $5.02B.
View ThesisRevenue is growing steadily — about 8% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, margins, the balance sheet.
View ManagementExpectations look high — the market is pricing in about 31% growth a year, above the roughly 10% analysts expect, leaving little room for error.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskGWW’s steady earnings growth supports owning its durable industrial-supply franchise, despite sector trends working against it. Revenue growth accelerated from 4.5% to 10.3% year over year. Q2 FY2026 earnings beat consensus by 6.5%. GWW trades at 31× P/E versus the 24× peer median and 30× its history. The market is pricing in more growth than forecast, leaving expectations full. Our model puts the next-quarter miss probability near 20%. The primary pillar is under pressure: full-year 2026 revenue is near $19.5 billion, versus reported revenue of $5.02 billion. Peer multiples imply a price about 31% below where it trades; the thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-30. GWW is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 20 analysts currently covering GWW (as of Oct 2026).
Based on 7 Wall Street analysts offering 12-month price targets for GWW in the last 4 months.
Continue this research
Compare GWW with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Compare now without an account. Saving and monitoring require an account.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| GWW 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 12 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 GWW next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase full year 2026 revenue guidance
Sales growth forecast aligns with revenue guidance objective.
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.
Current $1359.17
The last 12 months of price, then the range of analyst 12-month targets from today’s $1359.17.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. 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 full year 2026 EPS guidance
Earnings miss raises concerns about EPS guidance.
Beating revenue but stock drops indicates market concerns.
Raising outlook amid strong demand supports growth objectives.
Threatens: Increase full year 2026 EPS guidance
Earnings pressure could impact EPS guidance.
Advances: Increase full year 2026 EPS guidance
Earnings beat supports EPS guidance increase.
Advances: Increase full year 2026 revenue guidance
Solid organic sales may boost revenue guidance.
