NYSE: GFF · Construction Materials
Griffon (GFF) fair value: undervalued or overvalued?
As of 26 Sep 2026, Faircurve's model values Griffon (GFF) at $101.20 a share. The stock last closed at $93.97, which puts the model's fair value 7.7% above the price. On the model's bands that reads as Fairly valued.
Revalued . Price is the close of 2 Oct 2026. Griffon Corporation.
Faircurve Insights · 26 Sep 2026
Griffon Corporation is a global enterprise that operates through its various subsidiaries, providing an extensive range of consumer, professional, and home & building products. The company is in Basic Materials and Construction Materials.
Faircurve's model on 26 Sep 2026 found a fair value of $101.20 a share, the midpoint of 2,000 simulations. This fair value moved +5.0% from the previous run on 19 Sep 2026, which gave $96.36. The calibrated range over 63 trading days is $84.90 to $123.40, built from the fair value since there is no live options data for the stock, and calibrated weekly against realised prices, 4,327 past valuations refreshed on 26 Sep 2026. Ranges built this way held the price 60% of the time at this horizon. The evidence grade is Medium.
The overall quality score is 64 out of 100 against comparable companies. The model compares Griffon Corporation with Trex Company, Inc., Eagle Materials Inc., Knife River Corporation, Armstrong World Industries, Inc., and Simpson Manufacturing Co., Inc. Moves around the last 8 earnings reports, measured from the close before each report to the close after it, include +13.6% on 5 Aug 2026 and -4.9% on 7 May 2026. The median size, ignoring direction, was 10.4%.
Written from the figures on this page for the 26 Sep 2026 valuation and checked by rule before publishing: every number is one printed here, no forecast, no instruction. The price, the gap and the verdict are the page's own and change daily. Not a recommendation.
What price range does the model give GFF?
The calibrated range for GFF over 63 trading days is $84.90 to $123.40. There is no live options data for this stock, so the range is built from the fair value and calibrated weekly against realised prices (n = 4,327 past valuations, refreshed 26 Sep 2026). Ranges built this way held the price 60% of the time at this horizon.
The model's own simulated range, from the 20th to the 80th percentile of its runs, is $64.72 to $149.64. In 52% of the simulations the fair value came out above the price the model ran on.
How does GFF score on business quality?
Griffon's overall quality score is 64 out of 100. Each factor below is a score against comparable companies, not a percentile of the metric beside it.
| Factor | Score (0 to 100) | Headline measure | Peer median |
|---|---|---|---|
| ProfitabilityReturn on invested capital against the peer group, with a bonus for an improving trend. | 88 | 20.9%ROIC | 12.5% |
| Earnings qualityHow much of reported profit is cash: free cash flow to net income, and the accrual ratio (the share of earnings that is not cash). | 83 | 1.43xFCF / net income | 1.01x |
| Growth qualityTrailing revenue growth, forward growth from consensus, and the direction of analyst estimate revisions. | 18 | -3.9%Revenue growth, trailing | -0.6% |
| Capital disciplineReinvestment efficiency (capital spending per unit of revenue) and net buybacks. | 84 | 3.1%Net buybacks / market value | 3.6% |
| Balance sheetNet debt to EBITDA and interest coverage. | 43 | 2.51xNet debt / EBITDA | 1.97x |
| StabilityDownside volatility of the EBITDA margin over the last five years. | 50 | 1.8 ptsEBITDA margin downside volatility, 5y | 1.5 pts |
How does GFF compare with similar companies?
The companies in construction materials closest to Griffon in market value, each on the same model and the same date.
| Company | Last close | Model fair value | Gap | Model verdict |
|---|---|---|---|---|
| TREX Trex Company, Inc. | $43.56 | $43.15 | -0.9% | Fairly valued |
| EXP Eagle Materials Inc. | $171.36 | $180.68 | +5.4% | Fairly valued |
| BLDR Builders FirstSource, Inc. | $56.25 | $57.64 | +2.5% | Low evidence grade |
| KNF Knife River Corporation | $50.33 | $45.94 | -8.7% | Fairly valued |
| AWI Armstrong World Industries, Inc. | $163.12 | $169.45 | +3.9% | Fairly valued |
| ACA Arcosa, Inc. | $146.50 | $146.91 | +0.3% | Low evidence grade |
| SSD Simpson Manufacturing Co., Inc. | $173.56 | $177.52 | +2.3% | Fairly valued |
| SPXC SPX Technologies, Inc. | $173.09 | $173.62 | +0.3% | Low evidence grade |
All construction materials stocks ranked by gap to fair value
When does GFF report earnings, and how has the stock reacted?
Griffon's next earnings report is scheduled for 18 Nov 2026. Companies can move their dates.
Options prices on 2 Oct 2026 imply a move of about 11.8% in either direction through the nearest expiry, about 48 days out, a window that includes the report. That is the size the market is pricing, not a direction.
How GFF moved around its last 8 earnings reports
Each move runs from the last close before the report to the first close after it, so it covers companies that report before the open and after the close. The median size across these 8 reports, ignoring direction, was 10.4%.
| Report date | Two session move |
|---|---|
| 5 Aug 2026 | +13.6% |
| 7 May 2026 | -4.9% |
| 5 Feb 2026 | +11.9% |
| 19 Nov 2025 | +1.7% |
| 6 Aug 2025 | -17.5% |
| 8 May 2025 | -2.0% |
| 5 Feb 2025 | +8.9% |
| 13 Nov 2024 | +13.6% |
Griffon at a glance
Griffon Corporation is a global enterprise that operates through its various subsidiaries, providing an extensive range of consumer, professional, and home & building products.
- Market value
- $4.5B
- Sector
- Basic Materials
- Industry
- Construction Materials
- Revenue expected, next twelve months
- $1.9B
- Consensus revenue growth, next fiscal year
- -27.0%
- Analysts with estimates
- 5
- Beta to the US market
- 1.02
- First valued by Faircurve
- 11 Jul 2026
How the fair value is worked out: the model prices Griffon on the value of the whole business, debt included, against the operating profit analysts expect next year (forward EV/EBITDA), runs 2,000 simulations across its inputs and takes the midpoint. The full method is documented here.
What changed in the latest valuation?
On 19 Sep 2026 the model's fair value for GFF was $96.36. As of 26 Sep 2026 it is $101.20, a change of +5.0%. The model revalues every stock it covers each week, and again after an earnings report.
Questions about Griffon's valuation
Is Griffon stock undervalued or overvalued?
On Faircurve's model, GFF reads as Fairly valued as of 26 Sep 2026. The model's fair value is $101.20 a share against a last close of $93.97, a gap of +7.7%.
What is GFF's fair value?
$101.20 a share as of 26 Sep 2026, the midpoint of 2,000 simulations. The model's own 20th to 80th percentile range is $64.72 to $149.64.
What price range does the model give GFF?
$84.90 to $123.40 over 63 trading days. Ranges built this way held the price 60% of the time across 4,327 past valuations, refreshed 26 Sep 2026.
When does Griffon report earnings next?
The next report is scheduled for 18 Nov 2026. Companies can move their dates.
How much has GFF moved on past earnings reports?
Across its last 8 reports the median two session move was 10.4%, ignoring direction. The largest was -17.5% around the report of 6 Aug 2025.
How confident is the model in this valuation?
The model's evidence grade for GFF is medium. The grade looks at how complete the inputs are, how many comparable companies there are and how closely they agree, and how wide the range of outcomes is. It is not a probability that the fair value is right, or that the price reaches it.