Stock analysis · Bull Rankings model

GFF analysis

Griffon CorporationBuilding Products & Equipment. Scored on the same transparent model behind the daily rankings.

GFF
Griffon Corporation · Building Products & Equipment
FCF$297mC
Rev+26.9%A-
D/E
P/E22.4xB+
PEG0.54A-
75.9Score
$107.22$4.9B
1Y Target$118.43Analyst consensus · 7 analysts
5Y Target$149.51Compound horizon
10Y Target$191.75Long-dated conviction
FCF$297mTTM
C
FCF $297m — modest; watch for margin expansion
Rev+26.9%TTM YoY
A-
Revenue +26.9% — strong growth, well above S&P median (~7%)
D/E
D/E data unavailable — neutral default
P/E22.4x
B+
P/E 22.4 — below the Industrials median (≈40th pctile)
PEG0.54
A-
PEG 0.54 — strong; Lynch's preferred zone

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 75.9
Quality0.80
Growth0.83
Value0.66
Why this score
  • Buying back stock
  • Raising its dividend
Entry · Margin of safety
52-week rangeNear 52-week high
1% off the 12-month high
vs DCF fair value5% belowest. fair value ~$113
What the price assumes: free cash flow compounding at ~6% a year for the next decade — vs the ~11% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability61% · Agross profit ÷ total assets (Novy-Marx)
ROIC26.0% · Areturn on invested capital — not score-weighted
Why now
Griffon Corporation is a compelling growth compounder, leveraging its diversified portfolio in essential home and building products and consumer tools to deliver robust financial performance. Our model's "Growth" pillar, scoring 83/100, is its strongest, underpinned by a remarkable 26.9% FY YoY revenue growth and an attractive 0.54 PEG ratio. With $297m in TTM free cash flow, the company is actively buying back stock and raising its dividend, signaling management's confidence and commitment to shareholder returns. The crux of the thesis rests on GFF's ability to sustain high growth rates in its core markets while efficiently returning capital to shareholders.
Moat
GFF's competitive edge stems from its established market presence across both residential and commercial garage doors, fire doors, and a wide array of long-handled engineered tools. This diversification across the "Home and Building Products" and "Consumer and Professional Products" segments provides resilience against single-market fluctuations, while the breadth of product offerings likely reinforces distribution channels and customer loyalty. Our model's Quality score of 80/100 reflects the underlying strength of these diversified operations and market positions.
Risk
The primary risk for GFF lies in the potential for a significant deceleration in its impressive growth rates, particularly given the cyclical nature of its "Home and Building Products" segment. While our model's "Value" pillar is its weakest at 66/100, the more pressing concern for bears is that today's price implies only ~6%/year free-cash-flow growth sustained for 10 years, a stark contrast to the reported 26.9% FY YoY revenue growth. A sustained downturn in housing starts or consumer spending on tools that causes growth to fall closer to the implied FCF rate would confirm the bear case.
Horizon
1-3 yr $118.43 (7-analyst consensus) — multiple re-rating thesis requires a catalyst. 5 yr $149.51 at ~7% CAGR — dividend + buyback compounding. 10 yr $191.75 if the moat survives secular pressure.
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.

GFF vs the Top Picks average

PillarGFFBook avgDiff
Quality0.800.83-0.03
Growth0.830.92-0.09
Value0.660.75-0.09

Averaged across the 30 names in today's Top Picks (mean score 82.4). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+31.2 over 36 daily scores
From 44.7 (Jun 22) → 75.9 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
18
Position size
$1,930
3.9% of portfolio
Stop price
$80.41
25% below $107.22
$ at risk if stopped
$482.49
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Griffon Corporation (GFF): score, valuation & FAQ

Griffon Corporation (GFF) is a Building Products & Equipment company that scores 75.9 out of 100 on the Bull Rankings quality-growth model — a solid, above-average reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

Its strongest graded signals are Rev (A-), PEG (A-) and P/E (B+). On valuation, GFF sits about 5% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 6% annual free-cash-flow growth over the next decade.

Is GFF a good stock to buy?

Bull Rankings scores GFF 75.9 out of 100 on its quality-growth model, which is a solid, above-average reading. That is driven by Rev (A-), PEG (A-) and P/E (B+). A score is a quantitative screen of Griffon Corporation's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does GFF score 75.9 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). GFF earns its highest marks on Rev (A-), PEG (A-) and P/E (B+). Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is GFF overvalued or undervalued?

Based on $107.22, GFF sits about 5% below our discounted-cash-flow fair value (a margin of safety) — the current price implies roughly 6% annual free-cash-flow growth over the next decade. It trades at a 22.4x× P/E (graded B+). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in GFF?

The primary risk for GFF lies in the potential for a significant deceleration in its impressive growth rates, particularly given the cyclical nature of its "Home and Building Products" segment. While our model's "Value" pillar is its weakest at 66/100, the more pressing concern for bears is that today's price implies only ~6%/year free-cash-flow growth sustained for 10 years, a stark contrast to the reported 26.9% FY YoY revenue growth. A sustained downturn in housing starts or consumer spending on tools that causes growth to fall closer to the implied FCF rate would confirm the bear case.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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