Added to YB: 2026-04-21
Pitch date: 2026-04-18
GWW [neutral]
W.W. Grainger, Inc.
+0.38%
current return
Author Info
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Company Info
W.W. Grainger, Inc., together with its subsidiaries, distributes maintenance, repair, and operating products and services primarily in North America, Japan, and the United Kingdom.
Market Cap
$55.0B
Pitch Price
$1.2K
Price Target
N/A
Dividend
0.78%
EV/EBITDA
18.81
P/E
32.85
EV/Sales
3.22
Sector
Trading Companies and Distributors
Category
value
W.W. Grainger, Inc. - $GWW
GWW (overview): Moat 5.9/10, Quality 8.1/10 w/ elite capital efficiency & fortress balance sheet, but deteriorating efficiency trajectory. ROIC fell from 34.09% (2024) to 29.80% (2025) as EBIT dropped $2.64B→$2.49B & tax rate rose to 23.6%. Revenue growth only 4.5%, signaling legacy harvester phase. Under attack from FSTN & Amazon Business. Market prices in 27.9% FCF CAGR—unrealistic for 99-yr-old co. Verdict: overvalued, needs more NOPAT to grow ROIC.
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