HVAC ServicesPackaging ServicesEDI (Electronic Data Interchange)Industrial AutomationE-Commerce
Description
Global Industrial Company, through its operating subsidiaries, distributes industrial equipment and supplies in North America, going to market through a system of branded e-commerce websites and relationship marketers.
The company sells a wide array…
Analysis
Quality compounder
Global Industrial Company earns the quality_compounder label: good underlying economics priced fairly, with no obvious bargain or excess. Worth noting: the cash the business generates has lagged behind what the income statement shows.
On valuation, the picture is fair. The owner-earnings multiple stands at 15.3×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 3% a year, against analyst forecasts of 16%. The price, in other words, assumes less than the experts do.
Growth is solid; the safety picture is sturdy. The company scores 16/20 on our value-creation score: strong value creator.
Flags to be aware of: Reported profits have run ahead of actual cash for several periods. As always: this describes the company's numbers; it is not a recommendation.
360° rank · history
1007550250
Jan 20236
42
2023202420252026
All-time high
48
Mar 2026
All-time low
6
Jan 2023
Average rank
29
across all years
Detailed & Historical Ranks
Deep dive into 15 detailed ranks and 3 years of history.
Current202520242023
Price/Sales
76
64
43
36
Price/Earnings
70
64
28
41
Price/Book
46
37
23
8
Dividend Yield
1
93
69
89
Value (overall)
48
71
31
37
Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.