Griffon Corporation

Griffon Corporation

GFFยทNYSE

$86.14

+0.96%
IndustrialsConglomerates

Griffon Corporation, through its subsidiaries, provides consumer and professional, and home and building products in the United States, Europe, Canada, Australia, and internationally. Its Consumer and Professional Products segment manufactures and markets long-handled tools and landscaping products for homeowners and professionals; wood and wire closet organization, general living storage, and wire garage storage products to home center retail chains, mass merchandisers, and direct-to builder professional installers; wheelbarrows and lawn carts; snow, striking, and hand tools; planters and lawn accessories; garden hoses; and pruners, loppers, shears, and other tools, as well as cleaning products for professional, home, and industrial use. The company's Home & Building Products segment manufactures and markets residential and commercial garage doors for professional dealers and various home center retail chains; and rolling steel door and grille products for commercial, industrial, institutional, and retail uses. It sells its products under the True Temper, AMES, ClosetMaid, Clopay, Ideal, Holmes, CornellCookson, Garant, Harper, UnionTools, Westmix, Cyclone, Southern Patio, Northcote Pottery, Nylex, Hills, Kelkay, Tuscan Path, La Hacienda, Kelso, Dynamic Design, Apta, Quatro Design, Razor-Back, Jackson, Darby, Trojan, Supercraft, NeverLeak, Maximum Load, SuperSlide, ShelfTrack, MasterSuite, Suite Symphony, ExpressShelf, Style+, and SpaceCreations brand names. The company was formerly known as Instrument Systems Corporation and changed its name to Griffon Corporation in June 1992. Griffon Corporation was founded in 1959 and is headquartered in New York, New York.

At a Glance

Live Snapshot
Market Cap$3.95B
EPS1.1300
P/E Ratio76.23
Earnings Date08/05/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

High confidence

Valuation multiple is elevated (P/E 76.2).

Valuation inputs: P/E 76.2, earnings yield +1.3%, momentum +1.0%.

If multiples stay elevated while momentum fades, downside repricing risk rises.

Driver

High confidence

Return profile is strong (ROE +69.1%, ROIC +4.7%).

Profitability stack: net margin +2.0%, ROE +69.1%, ROIC +4.7%.

Quality deterioration often appears in margins before it shows up in headline EPS.

Risk

High confidence

Downside profile is elevated and scenario stress-testing is essential.

Risk factors: liabilities/assets +96.4%, momentum +1.0%, net margin +2.0%.

Higher leverage with weak momentum and thin margins can amplify drawdown severity.

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Griffon Corporation Market vs Earnings Trajectory

GFF ยท NYSE

Loading price and EPS data...

Griffon Corporation

Griffon Corporation Fair Value Envelope

GFF ยท NYSE

Our analysis suggests that GFF has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $86.14, this represents a potential HIDDEN relative to our calculated worth for Griffon Corporation.

Intrinsic Value
Current Price: $86.14
3Y-120.0%
5Y+122.0%
10Y+55.0%
3Y-12.0%
5Y+22.0%
10Y+29.0%
3Y-127.0%
5Y-4.0%
10Y+70.0%
3Y+413.0%
5Y+166.0%
10Y+241.0%
3Y+1026.0%
5Y+257.0%
10Y+2128.0%
3Y-27.0%
5Y-16.0%
10Y+16.0%
Griffon Corporation

Griffon Corporation Profit Bridge

GFF ยท NYSE
Revenue2.52B
Cost of Goods Sold (1.46B)
Gross Profit1.06B
Operating Expenses (851.73M)
Operating Income206.28M
Interest Expense (96.01M)
Other Income/Expense-78.91M
Pretax Income127.37M
Income Tax (76.26M)
Net Income51.11M
Net Income
51.11M

Profitability Analysis

Gross Margin

42.0%

Strong gross margins indicate healthy pricing and efficient production or service delivery.

Operating Margin

8.2%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

2.0%

Minimal profitability after all expenses. Limited financial flexibility for reinvestment or shareholder returns.

Effective Tax Rate

59.9%

Higher tax burden may reflect limited tax optimization or operations in high-tax jurisdictions.

Profitability Insight

Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.

41.99%
Gross Profit Margin
8%
3Y+26.0%
5Y+48.0%
10Y+74.0%
8.19%
Operating Profit Margin
-46%
3Y-223.0%
5Y+21.0%
10Y+55.0%
2.03%
Net Profit Margin
-75%
3Y-130.0%
5Y-22.0%
10Y+32.0%
69.09%
Return on Equity
-26%
3Y-272.0%
5Y+805.0%
10Y+846.0%
2.48%
Return on Assets
-72%
3Y-136.0%
5Y+14.0%
10Y+47.0%
4.68%
Return on Invested Capital
-66%
3Y-160.0%
5Y+12.0%
10Y+18.0%
GFF

Griffon Corporation Cash Conversion Engine

GFF ยท NYSE
Net Income51.11M
Depreciation & Amortization63.01M
Stock-Based Compensation25.48M
Change in Working Capital6.24M
Others238.65M
Capital Expenditures-52.44M
Free Cash Flow303.58M

Cash Flow Quality Analysis

FCF Conversion Rate

594.0%

Excellent cash generation. The company converts earnings to cash at or above 100%, indicating high-quality earnings.

CapEx Intensity

14.7%

Asset-light business model. Low capital requirements leave more cash available for shareholders and growth investments.

FCF Growth Trend

-1.7%

Flat FCF growth. Stable but not expandingโ€”monitor for signs of business maturity or temporary headwinds.

Working Capital Impact

+$6.24M

Working capital inflow boosted cash flow. Efficient management of receivables, inventory, and payables contributing positively.

Cash Flow Quality Insight

Asset-light with strong cash conversion: Low capital requirements combined with efficient cash generation creates significant shareholder value through dividends, buybacks, or strategic investments.

gff

Griffon Corporation Funding & Solvency Profile

GFF ยท NYSE
Cash & Cash Equivalents109.67M
Net Receivables200.91M
Inventory184.16M
Other Current Assets735.06M
Total Current Assets1 B
Property, Plant & Equipment270.99M
Goodwill & Intangible Assets541.23M
Long-Term Investments0.00
Other Non-Current Assets24.25M
Total Non-Current Assets295 M
Total Assets
2.07B

Financial Health Analysis

Current Ratio

2.86x

Excellent liquidity position. The company can easily cover its short-term obligations with substantial cushion.

Debt-to-Equity Ratio

20.88x

High financial leverage. Heavy reliance on debt may indicate increased financial risk and potential solvency concerns.

Working Capital

800 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

60% Current

Balanced asset mix between current and non-current assets, typical of many stable businesses.

Financial Health Insight

Mixed signals: Strong short-term liquidity provides comfort, but high overall leverage requires careful monitoring of debt servicing capabilities and refinancing risk.

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Griffon Corporation Street Expectations Map

GFF ยท NYSE

Wall Street analysts project that GFF stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 115.00, with estimates ranging from a low of 115.00 to a high of 115.00.

Lowest Target
115.00
33.50%
Consensus Target
115.00
33.50%
Highest Target
115.00
33.50%

The consensus 1-year price target stands at 115.00, with estimates ranging from a low of 115.00 to a high of 115.00.

Analyst Consensus Analysis

Upside Potential

+33.5%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.

Market Sentiment Insight

Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.

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Griffon Corporation Insider Positioning

GFF ยท NYSE

During the last 12 months, insiders have purchased $80K and sold $2.77M worth of GFF shares, resulting in $2.69M of net selling activity.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

1.0K

79.99K

Sold

29.7K

2.77M

Net Activity

-2.7M

-$2.69M

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
AHA

Alpert Henry A

Director

1.0K sharesโ€ข1 transactions

$80K

Top Sellers

1
GLJ

Grabowsky Louis J.

Director

11.0K sharesโ€ข1 transactions

$1.02M

2
DWC

Durborow W. Christopher

Officer: Vice President & Cao

10.0K sharesโ€ข1 transactions

$920K

3
KSL

Kaplan Seth L.

Officer: Sr Vp, Gen. Counsel And Secy

7.1K sharesโ€ข1 transactions

$671K

4
TML

Taylor Michelle L

Director

1.6K sharesโ€ข1 transactions

$153K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $2.69M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.03:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

0.31%
Dividend Yield
-9%
3Y-8.0%
5Y-7.0%
10Y-10.0%
ย 

gff Dividend History

GFF
10Y CAGR +14%
Latest $0.22
Annual $1.02
5 year growth trend
Last Period: +0%