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Graco: A Concentrated Business That's Trading Just A Bit Too High

Feb. 27, 2023 4:44 PM ETGraco Inc. (GGG)LECO, MLI, NDSN, SNA, SWK3 Comments


  • Graco has had a nice spurt of growth in the past couple of years, with sales, profits, and cash flows climbing higher.
  • The firm's balance sheet also looks solid and its long-term picture is promising.
  • But shares are a bit too lofty to warrant a significant amount of enthusiasm.
  • Looking for a helping hand in the market? Members of Crude Value Insights get exclusive ideas and guidance to navigate any climate. Learn More »

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This article was written by

Daniel Jones profile picture

Daniel is an avid and active professional investor.

He runs Crude Value Insights, a value-oriented newsletter aimed at analyzing the cash flows and assessing the value of companies in the oil and gas space. His primary focus is on finding businesses that are trading at a significant discount to their intrinsic value by employing a combination of Benjamin Graham's investment philosophy and a contrarian approach to the market and the securities therein. Learn more.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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Comments (3)

Another article saying Graco is a great company, but overvalued or at least fairly valued. There have been many of these written over the last few years. Unless you get lucky and buy this during a deep market correction you just have to buy it and be patient. I have owned this since at least 2009 and have shares with costs as low as $8 per share. It's not a rocket ship, but an 8 bagger in 15 years isn't too bad. It's currently about 14% below the ATH and that might be a reasonable price unless we have a new bear market.
Great article on a great company. What’s the better long term buy right now? GGG or NDSN?

I like and own both. And I want to add more to both.
@FLSeaWall They track pretty closely. I was going to switch between them to harvest some tax losses but wound up getting the losses from another position.
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