---
title: W. W. Grainger (GWW) — intrinsic value and fair price
canonical: https://sweetvaluelab.com/stocks/gww
ticker: GWW
as_of: 2026-10-17
sector: Industrials
industry: Industrial - Distribution
---
# W. W. Grainger (GWW)

W. W. Grainger (GWW) closed at $1,330.70 on Oct 16, 2026, overvalued by 97% vs its model value of $676.11 (from a five-year discounted cash flow).

## Key figures

| Figure | Value |
| --- | ---: |
| Last close | $1,330.70 (Oct 16, 2026) |
| Model value (from a five-year discounted cash flow) | $676.11 |
| Price vs model | overvalued by 97% vs model |
| Range of that model | $454.37 – $1,329.94 |
| Market value | $62.7B |
| P/E (fiscal 2025) | 37.6 |
| Net margin (fiscal 2025) | 9.5% |
| Free cash flow (fiscal 2025) | $1.3B |
| Dividend yield (trailing twelve months) | 0.71% |
| Beta | 1.01 |
| Cost of capital (WACC) | 9.06% |
| Business classification | Mature & Stable (Low/slowing growth (~4% recent), Moderate margins (10% net margin), Highly cyclical earnings) |

## On the stock lists

| List | Place | Figure | Page |
| --- | ---: | ---: | --- |
| Dividend growth streaks | #22 | 40+ years | https://sweetvaluelab.com/lists/dividend-growth-streaks |

## Dividends

| Figure | Value |
| --- | ---: |
| Trailing dividend yield | 0.71% |
| Dividends per share, last 12 months | $9.50 |
| Dividends / free cash flow (fiscal 2025) | 35.1% |
| Raised | 40+ years in a row |
| Growth over 5 years | 8.6% a year |
| Latest payment | $2.49, ex-date Aug 10, 2026, paid Sep 1, 2026 |

| Year of payments | Dividends per share |
| --- | ---: |
| To Aug 6, 2021 | $6.30 |
| To Aug 5, 2022 | $6.68 |
| To Aug 11, 2023 | $7.16 |
| To Aug 12, 2024 | $7.82 |
| To Aug 11, 2025 | $8.62 |
| Trailing twelve months (to Aug 10, 2026) | $9.50 |

## Valuation models

Each model's value per share and the role the engine gave it for this business. The headline above is one model's value; every other model is listed with its own, and each has a page of its own under the valuation. Computed Oct 17, 2026.

| Model | Role | Value per share | Low | High |
| --- | --- | ---: | ---: | ---: |
| DCF · Perpetuity growth · 5y | primary | $676.11 | $454.37 | $1,329.94 |
| DCF · Perpetuity growth · 10y | cross check | $720.18 | $495.46 | $1,372.15 |
| DCF · EBITDA exit · 5y | cross check | $1,081.06 | $781.10 | $1,433.47 |
| DCF · EBITDA exit · 10y | cross check | $1,052.83 | $740.36 | $1,467.63 |
| P/E · peers | cross check | $1,144.57 | $752.88 | $1,473.80 |
| P/E · own history | cross check | $1,081.35 | $1,008.51 | $1,216.00 |
| PEG | sanity check | $711.04 | $711.04 | $711.04 |
| EV/EBITDA · peers | cross check | $1,152.43 | $785.02 | $1,481.92 |
| EV/Revenue · peers | cross check | $1,057.44 | $420.56 | $1,719.11 |
| Earnings power value | cross check | $301.67 | $253.18 | $369.39 |
| Dividend discount | cross check | $185.75 | $128.83 | $299.49 |

## Insider activity (SEC Form 4)

No open-market insider buys or sales filed in the past 90 days.

| Date | Insider | Relationship | Transaction | Shares | Value |
| --- | --- | --- | --- | ---: | ---: |
| Oct 1, 2026 | Thomson Laurie R | Interim CFO and VP, Controller | Grant / award | 590 | $0 |
| Sep 1, 2026 | Perez Beatriz R | Director | Grant / award | 10 | $13,094.9 |
| Sep 1, 2026 | White Steven Andrew | Director | Grant / award | 5 | $6,547.5 |
| Sep 1, 2026 | White Steven Andrew | Director | Bona fide gift | 5 | $0 |
| Sep 1, 2026 | White Steven Andrew | Director | Bona fide gift | 5 | $0 |

## Recent SEC filings

| Filed | Form | What | Filing |
| --- | --- | --- | --- |
| Aug 4, 2026 | 10-Q | Quarterly report | https://www.sec.gov/Archives/edgar/data/277135/000027713526000079/gww-20260630.htm |
| Aug 4, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/277135/000027713526000076/gww-20260804.htm |
| Aug 3, 2026 | 8-K | 5.02 Departure/Election of Directors or Officers | https://www.sec.gov/Archives/edgar/data/277135/000110465926089478/tm2621790d1_8k.htm |
| May 8, 2026 | 8-K | 2.02 Results of Operations (Earnings); 9.01 Financial Statements and Exhibits | https://www.sec.gov/Archives/edgar/data/277135/000027713526000056/gww-20260507.htm |
| May 7, 2026 | S-3ASR | Shelf registration (automatic) | https://www.sec.gov/Archives/edgar/data/277135/000110465926057260/tm2613527-1_s3asr.htm |

## Superinvestors holding it (latest 13F)

| Manager | Quarter | Shares | Value |
| --- | --- | ---: | ---: |
| Bridgewater | 2026-06-30 | 5,680 | $7.7M |
| Jensen | 2026-06-30 | 2,732 | $3.7M |

2 tracked managers in all.

## About

W.W. Grainger, Inc. stands as a significant global supplier of maintenance, repair, and operating (MRO) supplies and related services. Its market presence spans several international regions, including the United States, Japan, Canada, and the United Kingdom. The company structures its operations into two principal divisions: High-Touch Solutions N.A. and Endless Assortment. Grainger's extensive product offerings cover essential categories such as safety and security provisions, equipment for material handling and storage, plumbing and pump components, cleaning and facility upkeep items, and both metalworking and general hand tools. Furthermore, it delivers vital support functions, including inventory management and expert technical assistance. The firm serves a wide array of organizational customers, from private businesses and large corporations to government bodies and other instituti…

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Source: https://sweetvaluelab.com/stocks/gww (SweetValueLab, free, no account). Prices and statements from Financial Modeling Prep; filings from SEC EDGAR. Research and educational data, not investment advice; nothing here is a recommendation to buy, sell or hold any security.