COMPARE · Reviewed August 7, 2026
GFF vs MSA
Verdict: Side-by-side breakdown using the Bull Rankings model. GFF scored 75.9, MSA scored 76.8 — MSA leads.
Compare another set
GFF
Griffon Corporation
75.9
$106.30 · $4.9B
fundamentals as of
Score gap
0.9
MSA leads
MSA
MSA Safety Incorporated
76.8
$193.96 · $7.5B
fundamentals as of
The model, pillar by pillar (0–100 each)
GFF
stronger →← stronger
MSA
80
Qualityreturns · margins · balance sheet
81
83
Growthrevenue & earnings expansion
73
66
Valuevaluation vs sector peers
77
MSA is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
GFF
MSA
$297mC
FCF
$354mC
+26.9%A-
Rev
+6.5%C+
—
D/E
0.46B+
22.9xB+
P/E
24.1xB+
0.54A-
PEG
0.99B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
GFF
MSA
6% below
Price vs fair valuelower is cheaper
20% above
~6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-4%
1-yr DCF upside
-23%
+6%
5-yr DCF upside
-16%
+23%
10-yr DCF upside
-6%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
GFF
Why this score
- Buying back stock
- Raising its dividend
MSA
No notable signals flagged.
The companies
GFFGriffon Corporation
Why now
Building Products & Equipment · market cap $4.9b. Trading near 52-week high of $107.07 — momentum setup, limited technical margin of safety. Revenue growing +27% — in hypergrowth territory. PEG 0.54 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $118.43 (implying +11% upside).
Moat
FCF converts 166% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 1% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction.
MSAMSA Safety Incorporated
Why now
Security & Protection Services · market cap $7.5b. 7% off the 52-week high of $208.92. PEG 0.99 — paying under fair value for the growth rate. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $209.14 (implying +8% upside).
Moat
Net margin 16% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 113% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.