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Grafton Group plc (GROUF)

USD11.05 +0.00 (+0.00%)
IE OTC Industrials Industrial - Distribution
Address Heron House 18
Dublin, IE
CEO Eric Born
IPO 2010-01-05
CIK 1437710 ISIN IE00B00MZ448

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Also trades on London Stock Exchange · GFTU.L (GBp) Other OTC · GROUF (USD)
Description

Grafton Group plc operates a diversified business spanning distribution, retail, and manufacturing across Ireland, the Netherlands, Finland, and the United Kingdom. The Group's Distribution arm supplies building and plumbing materials to trade professionals involved in residential repair, maintenance, and improvement (RMI), alongside new residential and commercial construction endeavors. With 302 branches, this segment operates prominently under brands such as Selco, MacBlair, and Leyland SDM in the UK; Chadwicks in the Republic of Ireland; Isero and Polvo in the Netherlands; and IKH in Finland. Grafton's Retailing division caters to the DIY and home improvement sector, providing an extensive array of products, including paints, lighting, homestyle goods, housewares, bathroom products, and kitchens, in addition to gardening and seasonal Christmas items. It operates 35 stores, predominantly under the Woodie's banner. Finally, the Manufacturing segment specializes in the production of dry mortar for both residential and commercial construction applications, alongside plastic components and wooden staircases. Established in 1902, Grafton Group plc maintains its corporate headquarters in Dublin, Ireland.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD11.05 +0.00 (+0.00%)
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Volume Profile
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Liquidity & share structure
Average Volume
31
Beta
1.08
Float Shares
166.76M
Free Float %
86.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
+0.00% +0.00% +0.00% +0.00% +6.43% +6.43% +15.82% +89.30% -10.91% +19.62% +126.29%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (3 ratings, all time) Buy
Price Targets & DCF
Current price
11.05
DCF (Unlevered) 36.45 +229.8%
DCF (Levered) 29.20 +164.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Quality scores
Altman Z-Score
3.96
Safe zone
Piotroski F-Score
7 / 9
Strong
MOAT Score
6 / 10
Developing
Operational MOAT
✗ Below peers
  • Revenue growth Industrial - Distribution: +4.8%
    +10.4% Q4'25: +12.1% (vs Q4'23)
  • EPS growth Industrial - Distribution: +8.9%
    +18.3% Q4'25: +0.0% (vs Q4'23)
  • FCF margin FCF growth · Industrial - Distribution: +12.0%
    +9.4% Q4'25: +9.5% (vs Q4'23)
  • EBIT margin Industrial - Distribution: +5.8%
    +6.5% Q4'25: +6.4% (vs Q4'23)
  • ROIC Industrial - Distribution: +7.4%
    +7.6% Q4'25: +15.2% (vs Q4'23)
  • Share dilution Industrial - Distribution: +0.0%
    -3.6% Q4'25: -7.8% (vs Q4'23)
  • Debt / EBITDA Net debt/EBITDA · Industrial - Distribution: 0.84×
    1.98× Q4'25: 0.97× (vs Q4'23)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.08) × ERP
WACC = 75% × Ke + 25% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 36.45 Current price: 11.05
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
1 EPS Ana.
Dec 2027
7 Rev. Ana.
1 EPS Ana.
Dec 2028
4 Rev. Ana.
1 EPS Ana.
Dec 2029
3 Rev. Ana.
1 EPS Ana.
Revenue
2.21B
est: 3.26B (-32.1%)
2.51B
est: 3.08B (-18.6%)
2.72B
est: 3.68B (-26.2%)
2.95B
est: 3.75B (-21.2%)
2.67B
est: 3.61B (-26.0%)
1.68B
est: 3.42B (-50.9%)
2.11B
est: 2.85B (-26.0%)
2.30B
est: 2.78B (-17.1%)
2.32B
est: 2.96B (-21.6%)
2.28B
est: 2.28B (+0.1%)
2.52B
est: 2.52B (+0.0%)
2.67B
2.64B – 2.75B
+5.9% YoY
2.81B
2.74B – 2.88B
+5.4% YoY
2.95B
2.90B – 3.03B
+4.9% YoY
3.06B
3.00B – 3.14B
+3.6% YoY
EBITDA
160.59M
est: 502.52M (-68.0%)
158.48M
est: 474.92M (-66.6%)
203.03M
est: 567.93M (-64.3%)
226.49M
est: 578.42M (-60.8%)
314.24M
est: 557.42M (-43.6%)
246.80M
est: 528.07M (-53.3%)
371.06M
est: 440.03M (-15.7%)
386.80M
est: 428.28M (-9.7%)
333.39M
est: 456.64M (-27.0%)
312.03M
est: 341.32M (-8.6%)
313.31M
est: 377.23M (-16.9%)
399.55M
395.48M – 411.47M
+5.9% YoY
421.01M
410.19M – 430.61M
+5.4% YoY
441.81M
433.78M – 453.39M
+4.9% YoY
457.70M
449.39M – 469.70M
+3.6% YoY
EBIT
127.47M
est: 330.53M (-61.4%)
120.43M
est: 312.38M (-61.4%)
159.54M
est: 373.56M (-57.3%)
180.43M
est: 380.46M (-52.6%)
199.47M
est: 366.65M (-45.6%)
157.35M
est: 347.34M (-54.7%)
270.68M
est: 289.43M (-6.5%)
272.19M
est: 281.70M (-3.4%)
207.41M
est: 300.36M (-30.9%)
177.29M
est: 217.95M (-18.7%)
162.37M
est: 240.88M (-32.6%)
255.13M
252.53M – 262.74M
+5.9% YoY
268.84M
261.93M – 274.96M
+5.4% YoY
282.12M
276.99M – 289.51M
+4.9% YoY
292.26M
286.95M – 299.92M
+3.6% YoY
Net Income
97.18M
est: 119.47M (-18.7%)
93.35M
est: 106.70M (-12.5%)
127.72M
est: 144.54M (-11.6%)
150.40M
est: 159.20M (-5.5%)
119.23M
est: 158.33M (-24.7%)
107.54M
est: 137.26M (-21.7%)
341.27M
est: 228.70M (+49.2%)
208.62M
est: 222.99M (-6.4%)
148.72M
est: 185.12M (-19.7%)
122.01M
est: 126.75M (-3.7%)
136.55M
est: 136.26M (+0.2%)
144.49M
141.08M – 149.41M
+6.0% YoY
159.84M
156.06M – 165.28M
+10.6% YoY
176.56M
172.39M – 182.58M
+10.5% YoY
194.45M
189.86M – 201.08M
+10.1% YoY
SGA
178.56M
est: 375.08M (-52.4%)
200.61M
est: 354.48M (-43.4%)
225.25M
est: 423.91M (-46.9%)
238.29M
est: 431.74M (-44.8%)
213.60M
est: 416.06M (-48.7%)
186.37M
est: 394.16M (-52.7%)
155.21M
est: 328.45M (-52.7%)
174.05M
est: 319.67M (-45.6%)
539.57M
est: 340.84M (+58.3%)
189.28M
est: 251.90M (-24.9%)
221.24M
est: 278.40M (-20.5%)
294.87M
291.86M – 303.67M
+5.9% YoY
310.71M
302.73M – 317.79M
+5.4% YoY
326.06M
320.14M – 334.60M
+4.9% YoY
337.79M
331.65M – 346.64M
+3.6% YoY
EPS
0.42
est: 0.59 (-29.1%)
0.40
est: 0.53 (-24.4%)
0.54
est: 0.72 (-24.6%)
0.63
est: 0.79 (-20.1%)
0.62
est: 0.78 (-21.0%)
0.45
est: 0.68 (-33.8%)
1.43
est: 1.13 (+26.2%)
0.89
est: 1.11 (-19.5%)
0.70
est: 0.92 (-23.7%)
0.60
est: 0.65 (-7.9%)
0.71
est: 0.70 (+1.3%)
0.74
0.73 – 0.77
+6.0% YoY
0.82
0.80 – 0.85
+10.6% YoY
0.91
0.89 – 0.94
+10.5% YoY
1.00
0.98 – 1.03
+10.1% YoY

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
488.13M
OE per share TTM
2.48
Owner's Yield
19.90%
Maintenance CapEx ratio
43.89%
Maint CapEx / Avg PPE
36.4%

Ownership Overview

Ownership breakdown

Ownership breakdown not available.

At a glance
Institutional holders
Total invested
Insider transactions (90d)
0
Beneficial owners (>5%)
0
Beneficial owners (>5%)

No beneficial ownership filings recorded.

Institutional Activity (13F)

Institutional ownership trend

Institutional history not available.

Top institutional holders

Top holders not available.

ETF Ownership

Top ETFs holding this stock

This company is not held by any ETF in our universe.

Insider Activity

Insider Activity — Latest Quarter

No insider activity available.

Insider buys vs sells (history)

Insider history not available.

Recent insider transactions

No recent insider transactions.

Executive team

Top executives
EBIT / Employee
16.2K
Shares Outstanding
193.15M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)

No proxy statements available for this company yet.

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2024-02-06 SC 13G/A
2023-02-01 SC 13G
2021-04-15 F-6 POS
2016-08-23 F-6EF
2008-10-22 F-6EF

Executive team

NameTitleCompensationGender
Eric Born Chief Executive Officer & Director 2M male
David Llewelyn Arnold Group Chief Financial Officer & Director 1M male
Bert Bunschoten Chief Executive of Isero male
Stephen Hunter Group Corporate Development Director male
Susan Lannigan Company Secretary & General Counsel female
David O'Donoghue Group Financial Controller male
Carmen Lothian Group Chief Human Resources Officer female
ESG Score History

No data available for this company.

Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.

Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits