W.W. Grainger, Inc. (NYSE:GWW)

CAPS Rating: 3 out of 5

The Company is in the service business. It distributes products used by businesses and institutions across North America to keep their facilities and equipment running.

Caps

How do you think GWW will perform against the market?

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All Players

258 Outperform
21 Underperform
 

All-Star Players

81 Outperform
5 Underperform
 

Wall Street

10 Outperform
1 Underperform
 

Top GWW Bull/Bear Pitches

The best Bull and Bear pitches based on recency and number of recommendations.

ElCid16 (90.25)
Submitted January 12, 2016

The long-term concern with Grainger is the threat of Amazon entering the industrial distribution business. The move toward an online model, which Grainger has done successfully, confirms that the space is open to disruption. I think it's a viable… More

bradford86 (99.77)
Submitted January 16, 2012

287. Grainger (W.W.) Inc. (NYSE: GWW) has literally gone parabolic. Danger! Sell this one on the chart alone. A P/E over 20, outrunning analyst estimates, and a long term forecasted growth rate in the low double digits is unsustainable. This chart is… More

GWW VS S&P 500 (SPY)

Recent Community Commentary

Read the most recent pitches from players about GWW.

Recs

0
Member Avatar larvalbug (23.15) Submitted: 7/9/2017 12:35:17 PM : Outperform Start Price: $178.12 GWW Score: -9.14

Strong, successful company with a good dividend and dividend payout ratio, low P/S, and excellent long-term prospects.

Recs

0
Member Avatar chk999 (99.96) Submitted: 4/26/2017 5:18:48 PM : Outperform Start Price: $192.18 GWW Score: -17.24

Temporary slump

Recs

1
Member Avatar ElCid16 (90.25) Submitted: 1/12/2016 9:09:48 AM : Outperform Start Price: $225.14 GWW Score: -43.15

The long-term concern with Grainger is the threat of Amazon entering the industrial distribution business. The move toward an online model, which Grainger has done successfully, confirms that the space is open to disruption. I think it's a viable concern, but I think it will take years before that scenario will shake out. Fastenal has done an excellent job creating an extra layer of stickiness between itself and its customers, and Grainger is in the process of replicating that stickiness. Industrial distribution and consumer shopping isn't a 1:1, and though there is a window for disruption, Amazon has its work cut out if it wants to be a viable competitor to Grainger.

The near-term concern is the slow down in industrial distribution, and GWW's next 12-18 months of earnings. That has created a great entry price, IMO [I thought a good entry price was when shares were in the low $200s]. Trailing 12 months pre-tax earnings are around $1.3B and the company is trading for about $12B. Trailing 12 months EBITDA is around $1.6B and the EV is about $14B.

Leaderboard

Find the members with the highest scoring picks in GWW.

Score Leader

SpireStocks

SpireStocks (83.84) Score: +274.33

The Score Leader is the player with the highest score across all their picks in GWW.

Top
Pick
Member Name Member
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
Index
Gain
Score Commentary
tboett 71.64 9/14/2006 Outperform 1Y $54.26 +203.03% +98.49% +104.54 0 Comment
aharmentrout 59.29 12/26/2006 Outperform NS $57.17 +187.62% +85.01% +102.61 0 Comment
smarsho 87.13 9/15/2006 Outperform 3Y $54.94 +199.28% +96.71% +102.57 0 Comment
jimbono 87.77 9/15/2006 Outperform 1Y $54.70 +200.58% +98.79% +101.79 0 Comment
robmac2811 80.93 10/11/2006 Outperform 1Y $55.75 +194.93% +93.21% +101.72 0 Comment
StockPickerMick < 20 10/11/2006 Outperform 1Y $55.75 +194.93% +93.21% +101.72 0 Comment
123cash 75.42 9/1/2006 Outperform 3W $55.09 +198.48% +98.38% +100.10 0 Comment
cbbrown3 54.57 1/19/2007 Outperform 5Y $58.36 +181.73% +82.48% +99.25 0 Comment
nancyann77 71.00 1/17/2007 Outperform NS $58.80 +179.60% +82.36% +97.24 0 Comment
bradford86 99.77 1/17/2012 Underperform 5Y $178.01 -7.63% +88.68% +96.32 1 Comment

Wall Street

See what the Wall Street professionals think, according to their public statements and filings.

Player Name Player
Rating
Start
Date
Call Time
Frame
Start
Price
Stock
Gain
S&P
Gain
Score End Date Commentary
TrackStandpoint 38.61 4/6/2016 Underperform 5Y $229.08 -2.50% +4.04% +6.54 9/9/2016 @ $223.35 0 Comment
TrackStandpoint 38.61 3/12/2015 Underperform 5Y $228.78 -10.02% -1.84% +8.18 10/16/2015 @ $205.85 0 Comment
TrackJPMorgan 89.04 2/11/2014 Underperform NS $215.19 -23.59% +36.23% +59.83 0 Comment
TrackRaymondJame 91.62 5/13/2013 Outperform NS $236.02 -30.34% +50.39% -80.73 0 Comment
TrackJanney 84.29 9/17/2012 Outperform NS $186.13 -11.66% +67.03% -78.70 0 Comment
TrackUBS 93.59 7/9/2012 Outperform NS $186.26 +2.19% +4.70% -2.50 12/6/2012 @ $190.35 0 Comment
TrackRS7Signs 35.96 2/3/2012 Outperform 5Y $202.35 +2.54% +4.16% -1.63 5/2/2012 @ $207.49 0 Comment
TrackZacks < 20 12/14/2011 Outperform 3M $176.81 +0.64% +6.02% -5.38 6/5/2012 @ $177.95 1 Comment
TrackBarclaysCap 91.76 10/14/2011 Outperform NS $141.14 +16.50% +101.96% -85.46 0 Comment
TrackZacks < 20 8/11/2011 Outperform 3M $133.22 +18.05% +0.35% +17.70 9/13/2011 @ $157.27 1 Comment
TrackZacks < 20 5/12/2011 Outperform 3M $151.78 -2.91% -6.12% +3.22 6/24/2011 @ $147.37 1 Comment
TrackZacks < 20 1/25/2011 Outperform 3M $132.03 +2.65% +0.68% +1.97 3/14/2011 @ $135.53 1 Comment
TrackUBS 93.59 1/4/2011 Outperform NS $135.93 +38.12% +6.68% +31.44 7/6/2012 @ $187.75 0 Comment
TrackZacks < 20 7/15/2010 Outperform 3M $105.93 +30.74% +14.32% +16.42 12/21/2010 @ $138.50 1 Comment
TrackRichAster 99.17 6/30/2010 Outperform NS $86.97 +89.05% +170.34% -81.29 0 Comment
TrackOppenheimer 62.87 4/15/2010 Outperform NS $106.56 +43.58% +1.11% +42.48 9/1/2011 @ $153.01 0 Comment
TrackJesupLamont 76.24 4/13/2010 Outperform NS $100.18 +64.12% +105.18% -41.06 0 Comment
TrackCreditSuiss 90.38 10/13/2009 Outperform NS $81.26 +102.34% +127.77% -25.43 0 Comment
TrackBBTCapMkts 79.43 10/12/2009 Outperform NS $93.39 +17.25% +12.37% +4.88 4/15/2010 @ $109.50 0 Comment
TrackFBRCapitalM 88.01 9/5/2009 Outperform NS $85.95 +33.64% +11.41% +22.23 9/14/2010 @ $114.86 0 Comment
TrackJimCramer 84.88 5/22/2009 Outperform 3W $64.94 +153.21% +178.59% -25.39 0 Comment
TrackWMBlair 74.15 2/12/2009 Outperform NS $61.36 +167.98% +203.97% -35.99 0 Comment
TrackRWBaird 88.25 10/9/2008 Outperform NS $67.56 +120.59% +14.91% +105.69 10/6/2011 @ $149.03 0 Comment
TrackJimCramer 84.88 6/4/2008 Underperform 3W $89.40 -15.30% -35.50% -20.20 5/23/2009 @ $75.72 0 Comment
TrackJPMorgan 89.04 1/11/2008 Underperform NS $73.66 +50.07% -15.61% -65.67 4/30/2010 @ $110.54 0 Comment
TrackMorganKeeg 74.69 11/15/2007 Outperform NS $75.36 +118.18% +75.45% +42.73 0 Comment
TrackVanDenBerg 97.51 9/30/2007 Outperform NS $75.58 +117.54% +68.54% +49.01 6 Comments
TrackMatrix < 20 6/27/2007 Outperform NS $83.97 +151.29% -7.21% +158.50 4/17/2012 @ $211.01 0 Comment
TrackJimCramer 84.88 10/16/2006 Outperform 3W $70.90 +28.76% +0.84% +27.91 6/4/2008 @ $91.29 0 Comment
TrackRWBaird 88.25 9/19/2006 Outperform NS $69.14 +8.47% +0.51% +7.95 2/11/2008 @ $75.00 0 Comment
TrackJimCramer 84.88 7/21/2006 Underperform 3W $62.60 +16.13% +10.38% -5.75 10/17/2006 @ $72.70 0 Comment
TrackJimCramer 84.88 4/11/2006 Outperform 3W $72.52 -13.68% -3.60% -10.08 7/21/2006 @ $62.60 0 Comment

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