Griffon Corporation logo

Griffon Corporation(GFF)

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EXPLORE ADVISORIES AND THEIR HISTORY
QUALITY SIGNAL
2-STAR RATING
PASS
LAST CLOSE
$92.66
10/19/2026
(24-hour delay)

Advisory History & Simulated Performance *

*as per simulation (see disclosures)
  • ALL
  • 1Y
  • 1M
  • 1W
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • PASS (Skip)
Upturn Stock price based on last close iconStock price based on last close
Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Advisory Performance History (Simulated)Advisory Performance History info

Simulated performance—not actual client returns. Excludes advisory subscription fees, trading commissions, and taxes, which would reduce returns. Results depend on calculation assumptions and do not guarantee future outcomes. See Disclosures for full methodology, assumptions, and limitations.

Upturn Advisory & Investor View for GFF

10/19/2026: GFF (2-star) is currently NOT-A-BUY. Pass it for now.

Griffon Corporation is a diversified holding company operating primarily in the home and building products and defense electronics markets. The company benefits from its leading position in residential garage doors and specialized government defense contracts, which provide a balanced revenue profile. Its main investment appeal lies in its consistent cash generation and potential for margin improvement through operational discipline. However, investors should monitor risks related to housing market cyclicality, fluctuations in raw material costs, and defense budget volatility. Griffon may suit investors looking for exposure to industrial and defense manufacturing, provided they consider the cyclical nature of its primary markets.

How to Read the Upturn Advisory

The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.

Company fundamentals, valuation, risks, and news provide supporting context about the business.

Investor Fit

Investor styleFitWhy
Growth investorMixed fitGrowth is largely tied to cyclical housing and defense budgets rather than rapid secular expansion.
Momentum investorStrong fit while signal remains positiveThe stock can exhibit strong price trends during periods of housing strength and defense spending.
Value investorStrong fitGriffon often trades at valuations that attract value investors seeking exposure to industrial manufacturing.
Dividend investorStrong fitThe company has a history of returning capital to shareholders, making it suitable for income-focused portfolios.
Low-risk investorMixed fitCyclical exposure to housing and government contracts introduces volatility that may exceed conservative risk thresholds.

Risk Profile

Risk factorLevelWhy it matters
Price volatilityMedium / highThe stock price is sensitive to macroeconomic shifts in housing and interest rate cycles.
Valuation riskMediumAs a cyclical player, valuation can fluctuate significantly based on short-term market sentiment.
Competition risk (Building Products)Medium / highIntense competition in the residential home products market can compress margins.
Business qualityMediumThe company maintains solid operations but relies heavily on cyclical market segments.
Dividend incomeMediumWhile dividends are paid, they are subject to board approval and cash flow stability.
Execution riskMediumSuccessfully integrating acquisitions and managing manufacturing costs is critical for performance.

Price Behavior

Strong Uptrend
PRICE PATH

Strong Uptrend

The stock has maintained a strong upward price trend across the last three quarters.

Moderately Choppy
PRICE STABILITY

Moderately Choppy

The stock has experienced noticeable price swings while retaining some directional structure.

Analysis of Past Performance

Type Stock
Historic Profit -17.36%
Avg. Invested days 41
Today’s Advisory PASS
Upturn Advisory Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 2.0
Stock Returns Performance Upturn Returns Performance icon 1.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 10/19/2026

Upturn Scorecard

Upturn Star Rating

★★★★★
GFF receives a 3-star rating, supported by solid company fundamentals, and solid analyst coverage. The rating is constrained by weak price momentum.

Company Fundamentals

★★★★★
GFF has solid overall fundamentals (4 stars), with moderate financial health, soft growth momentum, and strong ownership. In FY2025 versus FY2024, solid cash generation (FCF margin 12.0%) is partially offset by negative earnings growth (-75.6%), slightly negative revenue growth (-3.9%), soft profitability (net margin 2.0%).

Financial Health Rating

★★★★★
GFF's financial health is supported by solid cash strength, including free-cash-flow generation (12.0% of revenue). Profitability is moderate (3 stars), which helps explain the 3-star overall score.

Growth Momentum Score

★★★★★
GFF's growth profile is soft, with the least-weak measure being free-cash-flow growth at -1.7% FY2025 versus FY2024. By comparison, while revenue growth (-3.9%, slightly negative) and earnings growth (-75.6%, negative) hold the profile back, so recent growth is not broad-based across the business.

Ownership

★★★★★
Institutional ownership is 81.8% and approximately 92.2% of outstanding shares are publicly tradable, supporting liquidity and institutional participation. Insider ownership of 18.26% supports management-shareholder alignment.

Top 5 Institutional Investors

BlackRock Inc 13.37%
Vanguard Portfolio Management, LLC 8.24%
Vanguard Capital Management, LLC 4.19%
FMR Inc 3.60%
State Street Corp 3.46%

Unit Economics (Per $1K Revenue)

★★★★★
GFF generates approximately $420 of gross profit, $82 of operating income, and $120 of free cash flow for every $1,000 of revenue. Based on FY2025 results. Moderate margins and solid cash conversion support a 3-star rating, while capital efficiency is weak.

Economic Dimensions

★★★★★
Effective Tax Rate: 59.87%

Quantitative Style Profile

★★★★★
GFF has a high-quality, liquid profile. Weak momentum is the primary drawback, while valuation that is moderately attractive rather than deeply discounted.

Style Classification

Quality Focused

Quality TiltHigh VolatilitySmall / Mid Cap RiskShort Squeeze RiskHighly Liquid / Institution-Friendly

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 4.26B USD
Price to earnings Ratio 20.01
1Y Target Price 126.86
Price to earnings Ratio 20.01
1Y Target Price 126.86
Volume (30-day avg) 353.5K shares
Beta 1.44
52 Weeks Range 64.35 - 108.33
Updated Date 10/18/2026
52 Weeks Range 64.35 - 108.33
Updated Date 10/18/2026
Dividends yield (FY) 0.90%
Basic EPS (TTM) 4.64

How Company Makes Money

Business areaWhat it includesRetail investor read
Home & Building ProductsGarage doors, rolling steel doors, and related accessories sold to residential/commercial markets.This is a leading, steady segment that benefits when the housing market is active.
Defense ElectronicsISR systems, radar, and communication electronics for the defense and aerospace industries.This segment provides specialized revenue tied to government and defense agency contracts.

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

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Valuation

Trailing PE 20.01
Forward PE 10.21
Enterprise Value 5.74B
Price to Sales(TTM) 1.67
Enterprise Value 5.74B
Price to Sales(TTM) 1.67
Enterprise Value to Revenue 3.2
Enterprise Value to EBITDA 26.42
Shares Outstanding 45.87M
Shares Floating 42.27M
Shares Outstanding 45.87M
Shares Floating 42.27M
Percent Insiders 18.26
Percent Institutions 81.81

Financial Metrics

🧭 Investment Snapshot

Total Revenue (Scale)

Information icon Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.

Net Income (Profit)

Information icon Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.

Free Cash Flow (Cash Strength)

Information icon Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.

📈 Growth & Strength

Operating Income (Core Profit)

Information icon Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.

EBITDA (Cash Earnings)

Information icon Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.

Gross Profit (Unit Profitability)

Information icon Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.

🛡️ Financial Safety

Cash (Liquidity Buffer)

Information icon Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.

Total Debt (Leverage Risk)

Information icon Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.

Net Working Capital (Short-Term Health)

Information icon Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.

🧱 Balance Sheet Strength

Stockholder Equity (Net Worth)

Information icon Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.

Total Assets (Asset Base)

Information icon The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.

Income Before Tax (Pre-Tax Earnings)

Information icon Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.

⚙️ Cost & Drag Factors

Cost of Revenue (Production Cost)

Information icon Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.

Total Operating Expenses (Operating Cost)

Information icon Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.

Income Tax Expense (Tax Drag)

Information icon Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

Form CRS provides a relationship summary of our automated advisory services, flat subscription fees, and conflicts of interest. Form ADV Part 2A brochure contains complete details on services, billing, and disclosures. If any summary differs from our current regulatory filings, the filed Form ADV controls.