GWWW. W. Grainger

$1,335.80

Is the business good?

How good a business is GWW?

W. W. Grainger earns 36% on the capital it employs against a 9.0% cost of capital, so the business is worth more the bigger it gets.

36%

Return on invested capital · cost of capital 9.0% · 27 points above what the capital costs: growth creates value

Operating margin
15%

Operating margin · Industrial Distribution median 8.5% · 12 months to Q2 2026

Cash conversion
0.81×

Cash conversion · 0.74× a year ago · some of the reported profit has not turned into cash yet

Share count, year on year
−1.9%

Share count, year on year · bought back, each share owns more of the company

Operating margin by fiscal year
YearOperating margin
FY20208.6%
FY202112%
FY202215%
FY202316%
FY202415%
FY202514%
Details
Gross margin12 months to Q2 2026
39%
Operating margin12 months to Q2 2026
15%
Net margin12 months to Q2 2026
9.9%
Free cash flow margin
8.0%
Revenue, trailing twelve months
$18.8B
Free cash flow, trailing twelve months
$1.51B
Net income, trailing twelve months
$1.87B
Return on invested capitaloperating profit after tax ÷ debt + equity − cash
36%

Margins, capital and share counts from the statements as filed with the SEC; cash conversion from the cash flow statement.