GENUINE PARTS CO vs W.W. GRAINGER, INC., two Distribution stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where GPC and GWW diverge most: on implied growth (priced in), GPC reads -2.4% and GWW reads +17.5%; on p/s, GPC reads 0.68 and GWW reads 3.57. The rest of the comparable metrics sit closer together. On valuation, today's GPC price has a different growth bar priced in than GWW (-2.4% implied for GPC vs +17.5% for GWW); the higher figure is the steeper assumption to clear, not a better or worse stock. What GPC's price implies is a bet that sits within the historical range (whole-company basis). What GWW's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | GPC | GWW |
|---|---|---|
| Price | $124.38 | $1382.23 |
| Market cap | $17.2B | $65.5B |
| Sector | Distribution | Distribution |
| Stage | Mature | Mature |
| Implied growth (priced in) | -2.4% | +17.5% |
| P/E | 19.0 | 37.2 |
| P/B | 3.78 | 15.09 |
| P/S | 0.68 | 3.57 |
| EV/EBITDA | 38.7 | 22.8 |
| Revenue growth | +5.5% | +6.6% |
| Gross margin | 37.8% | 40.0% |
| Operating margin | — | 16.7% |
| Net margin | 3.6% | 9.7% |
| Return on equity | 20.0% | 41.0% |
| Return on assets | 4.3% | 18.8% |
| Return on invested capital | — | 29.0% |
| FCF yield | 4.4% | 2.1% |
| Dividend yield | 3.3% | 0.6% |
| Debt / equity | 1.04 | 0.56 |
| Current ratio | 1.16 | 2.69 |
| Altman Z (solvency) | 7.59 | 10.00 |
| Piotroski F (quality) | 6 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.