Graco vs RBC Bearings
GGG and RBC 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 RBC compare
RBC Bearings is the larger company, worth 1.3 times as much as Graco ($14.6B against $10.9B).
On earnings, Graco is cheaper: it trades at 21.2× trailing earnings, against 41.3× for RBC Bearings.
RBC Bearings grew revenue faster over the last twelve months (17.4% versus 4.6% for Graco).
Graco keeps more of each dollar of sales as profit, with a net margin of 23.5% compared with 17.5% at RBC Bearings.
Graco pays a dividend yielding 1.7%; RBC Bearings does not pay one.
Graco scores higher on the StockData Score (19 against 15 for RBC Bearings), 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 | RBC |
|---|---|---|
| Size and price | ||
| Market cap | $10.9B | $14.6B |
| Share price | $67.44 | $462.21 |
| Change, 1 year | −16.5% | 13.0% |
| Change, 5 years | −13.4% | 94.6% |
| Beta (5Y) | 0.89 | 1.01 |
| Employees | 4,400 | 5,816 |
| StockData Score | ||
| Total score | 19 (better) | 15 |
| Valuation score | 4 (better) | 2 |
| Growth score | 2 | 4 (better) |
| Performance score | 6 (better) | 4 |
| Health score | 3 | 5 (better) |
| Dividend score | 4 (better) | 0 |
| Valuation | ||
| P/E | 21.2× (better) | 41.3× |
| P/S | 4.8× (better) | 7.2× |
| P/B | 4.3× | 4.1× (better) |
| EV/EBITDA | 14.0× (better) | 24.3× |
| P/FCF | 17.4× | – |
| PEG | 4.23 | 1.83 (better) |
| FCF yield | 5.8% | – |
| Fair value | $80.17 | $432.00 |
| Margin of safety | 15.9% (better) | −7.0% |
| Growth | ||
| Revenue growth (TTM) | 4.6% | 17.4% (better) |
| Revenue growth, 5Y average | 6.3% | 25.2% (better) |
| Net income growth (TTM) | 10.6% | 36.8% (better) |
| EPS growth (TTM) | 12.8% | 36.5% (better) |
| EPS growth, 5Y average | 9.9% | 20.5% (better) |
| Profitability | ||
| Gross margin | 52.6% (better) | 45.5% |
| Operating margin | 28.1% (better) | 24.4% |
| Net margin | 23.5% (better) | 17.5% |
| FCF margin | 27.8% | – |
| Return on equity | 21.2% (better) | 10.5% |
| Return on invested capital | 26.1% (better) | 9.3% |
| Financial health | ||
| Debt / equity | – | 0.20 |
| Net debt / EBITDA | – | 0.99 |
| Interest coverage | 199× | – |
| Current ratio | 2.99 | 3.13 (better) |
| Altman Z-score | 13.12 (better) | 6.80 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.7% | – |
| Payout ratio | 35.4% | – |
| Years of dividend growth | 16 | – |
| Dividend growth, 5Y average | 9.5% | – |
| Buyback yield | 3.0% | – |
| Shareholder yield | 4.8% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 92.2% | 98.8% |
| Held by insiders | 0.99% | 1.6% |
| Insider net buying, 12 months | −$3.9M (better) | −$4.5M |
| Superinvestors holding | – | 1 |
| Short interest, % of float | 3.1% | 1.9% |
Go deeper
- GGG stock overview
- GGG income statement
- GGG valuation and score
- RBC stock overview
- RBC income statement
- RBC valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.