Griffon Corporation Common Stock (GFF)

FairStock Score: 34/100 — RISKY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look at Griffon as a modest industrial franchise, not a wide-moat compounder. It makes garage doors, rolling steel doors, and consumer/professional products — useful, cyclical goods where pricing power is rarely permanent. In fiscal Q3 2026, the quarter ended 2026-06-30, revenue was $481.4M, net income was $51.6M, and diluted EPS was $1.14. That is a sharp reversal from fiscal Q3 2025, when the company reported a net loss of $120.1M and diluted EPS of -$2.65. FairStock classifies it as a TURNAROUND, and the Piotroski F-Score of 7/9 and Altman Z-Score of 2.66 suggest the balance sheet is not collapsing. Trailing free cash flow is $276.9M, a 6.6% FCF yield, which is the most attractive figure here. Yet the full-year record is uneven. In fiscal year 2024, net income was $209.9M, but in fiscal year 2025 it fell to $51.1M, and profit growth is -9.12%. Revenue growth is only 2.64%, and sales slipped from $2.7B in fiscal year 2023 to $2.5B in fiscal year 2025. At the 2026-10-13 close of $92.23, FairStock's P/E is 19.25, P/B is 32.48, and EV/EBITDA is 11.21. The Graham Number is $17.50, giving a margin of safety of -427%, so Graham would call this expensive on asset value. ROE of 227.54% looks impressive but likely reflects a very thin equity base; debt-to-equity is stated at 10.35. I would want evidence the recent profit is durable, not a one-quarter spike. The price already assumes a successful turnaround.

In plain English: Griffon makes garage doors and other home, building, and consumer products. The business is profitable and produces cash, but sales are nearly flat and earnings have been uneven. At the recent price, the shares look expensive relative to the company's assets and a conservative estimate of value, even though cash flow is decent.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-06-30) · fiscal Q2 2026 10-Q (period ended 2026-03-31) · fiscal Q1 2026 10-Q (period ended 2025-12-31) · fiscal Q3 2025 10-Q (period ended 2025-06-30) · FY2025 10-K (period ended 2025-09-30) · FY2024 10-K (period ended 2024-09-30) · FY2023 10-K (period ended 2023-09-30)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer