Graco vs Nordson
GGG and NDSN side by side, both in general industrial machinery and equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GGG and NDSN compare
Nordson is the larger company, worth 1.6 times as much as Graco ($18.0B against $10.9B).
On earnings, Graco is cheaper: it trades at 21.2× trailing earnings, against 32.6× for Nordson.
Nordson grew revenue faster over the last twelve months (7.0% versus 4.6% for Graco).
Graco keeps more of each dollar of sales as profit, with a net margin of 23.5% compared with 18.6% at Nordson.
Both pay dividends: Graco yields 1.7% and Nordson 1.1%.
Graco scores higher on the StockData Score (19 against 18 for Nordson), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GGG | NDSN |
|---|---|---|
| Size and price | ||
| Market cap | $10.9B | $18.0B |
| Share price | $67.44 | $322.67 |
| Change, 1 year | −16.5% | 38.4% |
| Change, 5 years | −13.4% | 23.5% |
| Beta (5Y) | 0.89 | 1.01 |
| Employees | 4,400 | 8,000 |
| StockData Score | ||
| Total score | 19 (better) | 18 |
| Valuation score | 4 (better) | 0 |
| Growth score | 2 | 3 (better) |
| Performance score | 6 | 6 |
| Health score | 3 | 5 (better) |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 21.2× (better) | 32.6× |
| P/S | 4.8× (better) | 6.0× |
| P/B | 4.3× (better) | 5.5× |
| EV/EBITDA | 14.0× (better) | 22.3× |
| P/FCF | 17.4× (better) | 24.8× |
| PEG | 4.23 | – |
| FCF yield | 5.8% (better) | 4.0% |
| Fair value | $80.17 | $247.33 |
| Margin of safety | 15.9% (better) | −30.5% |
| Growth | ||
| Revenue growth (TTM) | 4.6% | 7.0% (better) |
| Revenue growth, 5Y average | 6.3% (better) | 5.6% |
| Net income growth (TTM) | 10.6% | 22.0% (better) |
| EPS growth (TTM) | 12.8% | 24.2% (better) |
| EPS growth, 5Y average | 9.9% | 14.8% (better) |
| Profitability | ||
| Gross margin | 52.6% | 55.3% (better) |
| Operating margin | 28.1% (better) | 26.9% |
| Net margin | 23.5% (better) | 18.6% |
| FCF margin | 27.8% (better) | 24.3% |
| Return on equity | 21.2% (better) | 17.8% |
| Return on invested capital | 26.1% (better) | 13.4% |
| Financial health | ||
| Debt / equity | – | 0.53 |
| Net debt / EBITDA | – | 1.84 |
| Interest coverage | 199× (better) | 8.8× |
| Current ratio | 2.99 (better) | 1.82 |
| Altman Z-score | 13.12 (better) | 6.24 |
| Piotroski F-score | 5 | 5 |
| Dividends and buybacks | ||
| Dividend yield | 1.7% (better) | 1.1% |
| Payout ratio | 35.4% | 33.0% |
| Years of dividend growth | 16 | 16 |
| Dividend growth, 5Y average | 9.5% | 15.6% (better) |
| Buyback yield | 3.0% (better) | 1.1% |
| Shareholder yield | 4.8% (better) | 2.1% |
| Ownership | ||
| Held by institutions | 92.2% | 76.5% |
| Held by insiders | 0.99% | 0.55% |
| Insider net buying, 12 months | −$3.9M (better) | −$25.6M |
| Short interest, % of float | 3.1% | 2.6% |
Go deeper
- GGG stock overview
- GGG income statement
- GGG valuation and score
- NDSN stock overview
- NDSN income statement
- NDSN valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.