Stock fact sheet · data as of
Griffon Corporation (GFF): fair value, margin of safety and Wheel Score
Basic Materials · Construction Materials · United States · Blend
Is GFF undervalued?
At 93.21 (close of 16 Oct 2026), GFF trades within a few percent of the GLS average fair value of 103.26 (9.7% below fair value). 9 models produced a value and they split 4 above the price to 5 below. A stock priced at fair value earns about half of the Wheel Score's Value points; the rest of the score comes from health, moat, premium and stability.
There is a wide gap between DDM (12.95) and Payback Time (221.82). When the models are this far apart the "fair value" is really a range, and the margin of safety above should be read with that range in mind.
The nightly engine files GFF under Blend.
Nine valuation models for GFF
Each model turns the latest filed numbers into a value per share; the GLS fair value is the simple average of the ones that produce a positive number. The last two rows are shown for reference and never enter the average. The Quote page lets you switch any model off and add your own margin of safety.
| Model | Value | vs price | What it measures |
|---|---|---|---|
| DCF | 31.21 | -67% | Present value of the projected free cash flows, discounted at the cost of capital |
| Graham Number | 17.23 | -82% | The most a defensive investor pays for the earnings and book value per share |
| Graham Growth | 166.06 | +78% | Graham's growth formula: EPS × (8.5 + 2 × growth), adjusted for bond yields |
| Lynch | 65.62 | -30% | EPS × the earnings growth rate (PEG of 1), growth capped at 25% |
| GLS Growth | 177.77 | +91% | EPS compounded ten years at the blended growth rate, discounted back at 15% a year |
| 10 Cap | 186.26 | +100% | Owner's earnings (operating cash flow less maintenance capex) capitalised at 10% |
| Payback Time | 221.82 | +138% | Eight years of compounded free cash flow: the price at which the business pays for itself |
| DDM | 12.95 | -86% | Dividend discount model: next year's dividend ÷ (10% − 3% growth); needs a dividend |
| EPV | 50.44 | -46% | Earnings power value: current EPS capitalised at 9% with no growth |
| Zombie (liquidation) | -23.96 | -126% | Current assets less all liabilities, per share: the balance-sheet floor. Not in the average |
| Wall St target | 122.50 | +31% | Analysts' average 12-month price target. Not in the average |
Quality and financial health
Griffon Corporation scores 7 of 9 on the Piotroski F-score, the nine yes/no tests of profitability, leverage and efficiency on the latest annual accounts - a strong reading that passes the Sunday Scan's "6 or more" rule with room to spare. A GLS Moat score of 3.5/10 is a weak reading: the ten-year history the score grades (revenue, EPS, book value, margins, cash flow, share count, ROIC) has not been steady, so the Moat part of the Wheel Score contributes little.
Returns on capital are thin or negative - ROIC 3.1%, ROE 69.1%, ROA 2.5% - with debt at 21.52 times equity and a free-cash-flow yield of 6.7%. Debt of 21.52 times equity is on the high side for the sector and is worth checking against the cash flow before treating the stock as a long-term hold.
The dividend yield is 0.94% with a payout ratio of 19% - a small yield that leaves most of the earnings in the business. Revenue comes mainly from Home And Building Products 100% (quarter Q3 FY2026).
Institutional ownership scores 10/10, insider activity 1/10 and Congressional trading 5/10 on the GLS smart-money scales.
| Piotroski F-score | 7 / 9 | ROIC | 3.1% |
|---|---|---|---|
| GLS Moat | 3.5 / 10 | ROE | 69.1% |
| Debt / equity | 21.52 | ROA | 2.5% |
| Free-cash-flow yield | 6.7% | Payout ratio | 19% |
| Institutions | 10 / 10 | Insiders · Congress | 1 · 5 / 10 |
Wheel Score 71: Good
With a Wheel Score of 71 - the Good band - Griffon Corporation clears the Sunday Scan's "70 or higher" rule. The parts: Value 17/25, Health 16/20, Moat 5/15, Premium 20/20, Stability 14/20; Moat (5/15) scores lowest.
Implied volatility is 44% on the near-the-money contracts 20-60 days out - inside the 35-60% range the Wheel Score pays full marks for: enough premium to be worth selling, not so much that the risk is unpaid. Chain open interest is thin - 382 contracts across every expiry - so fills at a fair price are not guaranteed; a 30-45-day put may not exist at a usable strike.
Volume runs at 501k shares a day on a market cap of $4.3B, with a beta of 1.44 - a high beta, so the stock tends to move more than the market and a strike can be gapped through; the Stability part of the Wheel Score gives that 14 of 20.
| Part | Points | From | |
|---|---|---|---|
| Value | 17 / 25 | 10% margin of safety | |
| Health | 16 / 20 | Piotroski 7/9 | |
| Moat | 5 / 15 | moat 3.5/10 | |
| Premium | 20 / 20 | implied volatility 44% | |
| Stability | 14 / 20 | 501k shares/day, $4.3B cap, beta 1.44 |
The Wheel Score ranks ~7,400 US stocks for selling cash-secured puts and covered calls; it is updated nightly and is not a recommendation. The walkthrough lesson shows how the score fits into a trade, start to finish.
Upcoming events
The next earnings report is due on 18 Nov 2026 (before the open), 33 days away; a 30-45-day put sold today would expire after it, which is worth weighing against the premium.
Earnings, dividend, IPO, split and economic calendars for the whole market, filterable to your watchlists.
Similar stocks in Construction Materials
The 12 companies below are the closest to Griffon Corporation by market cap within the Construction Materials industry, each with its own fact sheet; the Compare page puts up to eight of them side by side.
| Stock | Close | Fair value | MoS | Wheel | Mkt cap |
|---|---|---|---|---|---|
| TREX Trex Company, Inc. | 44.37 | 39.48 | -12% | 67Good | $4.5B |
| FBIN Fortune Brands Innovations, Inc. | 39.96 | 30.61 | -31% | 60Fair | $4.8B |
| EXP Eagle Materials Inc. | 170.58 | 190.85 | +11% | 76Good | $5.2B |
| BLDR Builders FirstSource, Inc. | 53.68 | 54.24 | +1% | 68Good | $5.8B |
| USLM United States Lime & Minerals, Inc. | 104.88 | 100.85 | -4% | 68Good | $3.0B |
| KNF Knife River Corporation | 49.95 | 66.95 | +25% | 75Good | $2.8B |
| SSD Simpson Manufacturing Co., Inc. | 171.08 | 136.82 | -25% | 64Fair | $7.0B |
| AWI Armstrong World Industries, Inc. | 166.59 | 158.94 | -5% | 72Good | $7.0B |
| ACA Arcosa, Inc. | 147.01 | 99.18 | -48% | 47Weak | $7.2B |
| TTAM Titan America S.A. | 13.07 | 22.15 | +41% | 80Prime | $2.4B |
| SPXC SPX Technologies, Inc. | 168.23 | 150.84 | -12% | 64Fair | $8.4B |
| OC Owens Corning | 113.69 | 149.84 | +24% | 45Weak | $9.0B |
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Start free See the Sunday ScanQuestions about GFF
Is GFF undervalued right now?
Not meaningfully: at 93.21 the stock trades within a few percent of the GLS average fair value of 103.26 (9.7% below fair value, data as of 16 Oct 2026).
What is the Wheel Score of GFF and what does it mean?
GFF scores 71 out of 100 (Good). The Wheel Score blends the margin of safety (25 points), Piotroski health (20), the GLS moat (15), the option premium on offer (20) and trading stability (20) into one number that ranks stocks for the wheel strategy - selling cash-secured puts, then covered calls if assigned. 80 and above is Prime, 65-79 Good, 50-64 Fair, under 50 Weak.
What is the GLS fair value for GFF?
103.26 per share as of 16 Oct 2026 - the simple average of the 9 valuation models (out of nine: DCF, Graham Number, Graham Growth, Lynch, GLS Growth, 10 Cap, Payback Time, DDM and EPV) that produced a positive value. The models run every night on the latest filings; the Quote page lets you switch any of them off and add a margin of safety of your own.
When does Griffon Corporation report earnings next?
The next earnings report is due on 18 Nov 2026 (before the open), 33 days from the data date of 16 Oct 2026. The Calendars page lists every upcoming report with its time of day.
Does GFF have listed options, and how liquid are they?
Yes. The nightly snapshot found 210 listed contracts with 382 open interest across all expiries and implied volatility of 44% on the near-the-money contracts. The Options scanner lists the cash-secured put and covered call set-ups with premium and annualised yield worked out.