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

CAPS Rating: 4 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

259 Outperform
19 Underperform
 

All-Star Players

89 Outperform
3 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 (93.29)
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 (99.72)
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)

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Recent Community Commentary

Read the most recent pitches from players about GWW.

Recs

0
Member Avatar chk999 (99.97) Submitted: 4/26/2017 5:18:48 PM : Outperform Start Price: $193.68 GWW Score: -10.61

Temporary slump

Recs

1
Member Avatar ElCid16 (93.29) Submitted: 1/12/2016 9:09:48 AM : Outperform Start Price: $226.89 GWW Score: -37.26

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.

Recs

0
Member Avatar BKITU (95.27) Submitted: 8/11/2014 1:01:51 PM : Outperform Start Price: $224.90 GWW Score: -46.62

Solid financials, strong relationships with their customer base, excellent value-added services, and most importantly, they get more profit with less revenue. Efficiency is excellent.

Leaderboard

Find the members with the highest scoring picks in GWW.

Score Leader

SpireStocks

SpireStocks (85.00) 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 81.57 9/14/2006 Outperform 1Y $54.68 +223.62% +96.91% +126.71 0 Comment
smarsho 92.83 9/15/2006 Outperform 3Y $55.37 +219.62% +95.15% +124.47 0 Comment
jimbono 90.03 9/15/2006 Outperform 1Y $55.13 +221.00% +97.21% +123.79 0 Comment
aharmentrout 55.89 12/26/2006 Outperform NS $57.61 +207.16% +83.54% +123.62 0 Comment
robmac2811 83.54 10/11/2006 Outperform 1Y $56.18 +214.97% +91.67% +123.30 0 Comment
StockPickerMick < 20 10/11/2006 Outperform 1Y $56.18 +214.97% +91.67% +123.30 0 Comment
123cash 75.06 9/1/2006 Outperform 3W $55.51 +218.76% +96.80% +121.96 0 Comment
cbbrown3 54.19 1/19/2007 Outperform 5Y $58.82 +200.87% +81.03% +119.84 0 Comment
nancyann77 70.93 1/17/2007 Outperform NS $59.26 +198.60% +80.91% +117.69 0 Comment
Youngster108 21.44 12/13/2006 Outperform 3Y $59.43 +197.77% +81.50% +116.28 0 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 40.71 4/6/2016 Underperform 5Y $229.08 -2.50% +4.04% +6.54 9/9/2016 @ $223.35 0 Comment
TrackStandpoint 40.71 3/12/2015 Underperform 5Y $228.78 -10.02% -1.84% +8.18 10/16/2015 @ $205.85 0 Comment
TrackJPMorgan 88.93 2/11/2014 Underperform NS $216.86 -18.40% +35.15% +53.55 0 Comment
TrackRaymondJame 94.99 5/13/2013 Outperform NS $237.86 -25.60% +49.20% -74.80 0 Comment
TrackJanney 87.48 9/17/2012 Outperform NS $187.58 -5.66% +65.71% -71.37 0 Comment
TrackUBS 93.19 7/9/2012 Outperform NS $186.26 +2.19% +4.70% -2.50 12/6/2012 @ $190.35 0 Comment
TrackRS7Signs 41.96 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 91.28 10/14/2011 Outperform NS $142.24 +24.41% +100.35% -75.94 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 93.19 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 99.29 6/30/2010 Outperform NS $87.65 +101.90% +168.20% -66.30 0 Comment
TrackOppenheimer 71.56 4/15/2010 Outperform NS $106.56 +43.58% +1.11% +42.48 9/1/2011 @ $153.01 0 Comment
TrackJesupLamont 76.38 4/13/2010 Outperform NS $100.96 +75.27% +103.55% -28.28 0 Comment
TrackCreditSuiss 91.30 10/13/2009 Outperform NS $81.89 +116.09% +125.96% -9.87 0 Comment
TrackBBTCapMkts 84.08 10/12/2009 Outperform NS $93.39 +17.25% +12.37% +4.88 4/15/2010 @ $109.50 0 Comment
TrackFBRCapitalM 89.70 9/5/2009 Outperform NS $85.95 +33.64% +11.41% +22.23 9/14/2010 @ $114.86 0 Comment
TrackJimCramer 84.41 5/22/2009 Outperform 3W $65.44 +170.41% +176.38% -5.97 0 Comment
TrackWMBlair 78.45 2/12/2009 Outperform NS $61.83 +186.19% +201.55% -15.36 0 Comment
TrackRWBaird 89.88 10/9/2008 Outperform NS $67.56 +120.59% +14.91% +105.69 10/6/2011 @ $149.03 0 Comment
TrackJimCramer 84.41 6/4/2008 Underperform 3W $89.40 -15.30% -35.50% -20.20 5/23/2009 @ $75.72 0 Comment
TrackJPMorgan 88.93 1/11/2008 Underperform NS $73.66 +50.07% -15.61% -65.67 4/30/2010 @ $110.54 0 Comment
TrackMorganKeeg 80.09 11/15/2007 Outperform NS $75.95 +133.00% +74.05% +58.95 0 Comment
TrackVanDenBerg 97.39 9/30/2007 Outperform NS $76.17 +132.32% +67.20% +65.13 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 84.41 10/16/2006 Outperform 3W $70.90 +28.76% +0.84% +27.91 6/4/2008 @ $91.29 0 Comment
TrackRWBaird 89.88 9/19/2006 Outperform NS $69.14 +8.47% +0.51% +7.95 2/11/2008 @ $75.00 0 Comment
TrackJimCramer 84.41 7/21/2006 Underperform 3W $62.60 +16.13% +10.38% -5.75 10/17/2006 @ $72.70 0 Comment
TrackJimCramer 84.41 4/11/2006 Outperform 3W $72.52 -13.68% -3.60% -10.08 7/21/2006 @ $62.60 0 Comment

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