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GGG vs NDSN
Which Stock Would AI Choose? Graco Inc. (GGG) vs. Nordson Corporation (NDSN) Stock Comparison
Key Takeaways
- Graco (GGG) trades near $75, reflecting a recent pull‑back after modest earnings, while Nordson (NDSN) trades around $283, maintaining strong YTD gains.
- Both firms serve industrial‑precision markets, but Graco’s focus is fluid‑handling equipment, whereas Nordson adds high‑margin medical and electronic dispensing technologies.
- Nordson’s latest quarterly earnings beat estimates and delivered double‑digit revenue growth; Graco posted steady but slower growth, with earnings modestly ahead of forecasts.
- Risk factors differ: Graco faces commodity‑price exposure and cyclical construction demand, while Nordson confronts pricing pressure in electronics and integration risk from recent acquisitions.
- AI‑driven trend analysis on Tickeron shows Nordson’s momentum and broader sector tailwinds currently edge it ahead of Graco for short‑term algorithmic favor.
Introduction
Investors seeking exposure to industrial‑manufacturing equipment often compare Graco Inc. (ticker GGG) and Nordson Corporation (ticker NDSN). Both companies supply precision fluid‑handling solutions, yet they differ in scale, product mix, and recent market dynamics. This article reviews their latest performance, key catalysts, and relative risk, providing a concise reference for traders, portfolio managers, and analysts evaluating the sector in the current market environment.
GGG Overview and Recent Performance
Graco Inc. (GGG), headquartered in Minneapolis, Minnesota, designs and manufactures equipment that moves, measures, mixes, and sprays fluid or powder materials. The firm operates through three segments—Contractor, Industrial, and Expansion Markets—serving construction, automotive, and semiconductor customers.
In the past few weeks, Graco’s share price has hovered around $75, down roughly 5% from its early‑year high near $80. The dip aligns with a modest earnings release for Q4 FY2025, where Graco reported revenue of $2.25 billion (up ~3% YoY) and EPS of $3.06, narrowly beating consensus estimates. Analysts highlighted the “steady but incremental” demand in the contractor segment and a slight softening in industrial‑pump orders as contributors to the subdued price action.
Key developments include:
- Continuation of a 2025‑2026 capital‑expenditure plan aimed at expanding the high‑pressure valve line for semiconductor applications.
- Minor supply‑chain disruptions in raw‑material pricing, particularly for specialty polymers, adding marginal cost pressure.
- Dividend payout of $0.295 per share, yielding about 1.5%, reflecting the company’s commitment to returning cash to shareholders.
Overall sentiment remains cautiously optimistic, with the stock’s beta of 0.98 indicating near‑market volatility.
NDSN Overview and Recent Performance
Nordson Corporation (NDSN), based in Westlake, Ohio, provides precision dispensing equipment for adhesives, coatings, sealants, and polymers across industrial, medical, and electronic markets. Its portfolio spans fluid systems, curing technologies, vacuum and thermal management, and advanced test and inspection solutions.
During the same recent period, Nordson shares have traded near $283, rising about 2.6% over the past month and delivering a 17.9% gain YTD. The momentum stems from a strong Q1 FY2026 earnings report where revenue reached $669 million (+8.8% YoY) and EPS of $2.37, beating consensus estimates by a narrow margin.
Recent catalysts include:
- Robust growth in the Advanced Technology Solutions segment (+23% YoY), driven by higher demand for medical‑device dispensing equipment.
- Continued dividend growth, with a quarterly payout of $0.36 per share (≈1.3% yield).
- Strategic acquisitions in 2025‑2026 that expanded Nordson’s footprint in the electronics‑assembly market, though integration risk remains a focus for analysts.
- Improved operating margin, now averaging 15% across core segments, reflecting pricing power and cost‑control initiatives.
Nordson’s beta of 1.12 suggests slightly higher volatility than the broader market, but its strong earnings momentum keeps sentiment bullish.
Trending AI Robots
Tickeron hosts a curated collection of Trending AI Robots. The platform offers hundreds of AI trading bots that execute strategies across thousands of tickers, ranging from high‑frequency scalpers to multi‑day trend followers. Only the bots demonstrating the best risk‑adjusted performance for the current market environment earn a spot in the “Trending” section. These bots vary by trading style, timeframe, performance metrics (e.g., Sharpe ratio, win rate), and the specific set of tickers they target. Traders can explore bots that specialize in industrial‑sector equities, like GGG and NDSN, to align algorithmic execution with their manual insights.
Head-to-Head Comparison
- Business Model: Graco focuses on fluid‑handling hardware for construction and industrial processes; Nordson adds high‑margin medical and electronics dispensing, giving it a more diversified revenue base.
- Growth Drivers: Graco’s growth hinges on infrastructure spending and semiconductor‑valve demand; Nordson benefits from medical‑device innovation and automation trends in electronics assembly.
- Recent Momentum: Nordson shows stronger price appreciation (+2.6% month, +17.9% YTD) versus Graco’s modest slide (‑5% month, flat YTD).
- Risk Factors: Graco is exposed to commodity‑price volatility and cyclical construction demand; Nordson faces integration risk from recent acquisitions and pricing pressure in the highly competitive electronics sector.
- Valuation Metrics: Graco trades at a forward P/E near 25, while Nordson’s forward P/E sits around 28, reflecting higher growth expectations for Nordson.
- Dividend Yield: Both offer modest yields (Graco ~1.5%, Nordson ~1.3%), with Nordson’s dividend growing at a slightly faster rate.
Tickeron AI Verdict
Based on the latest price trends, earnings momentum, and sector‑wide sentiment, Tickeron’s AI models presently assign a higher probability of short‑term outperformance to Nordson (NDSN) over Graco (GGG). The verdict reflects Nordson’s stronger YTD gain, robust earnings beat, and diversified product mix that aligns with current automation and medical‑device tailwinds. Graco remains a solid value play, but its recent price pull‑back and narrower growth exposure place it slightly behind in the AI‑driven ranking.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is GGG is a StrongBuy and NDSN is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
GGG’s FA Score shows that 1 FA rating(s) are green whileNDSN’s FA Score has 1 green FA rating(s).
- GGG’s FA Score: 1 green, 4 red.
- NDSN’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
GGG’s TA Score shows that 5 TA indicator(s) are bullish while NDSN’s TA Score has 4 bullish TA indicator(s).
- GGG’s TA Score: 5 bullish, 3 bearish.
- NDSN’s TA Score: 4 bullish, 4 bearish.
Price Growth
GGG (@Industrial Machinery) experienced а -1.47% price change this week, while NDSN (@Industrial Machinery) price change was -1.60% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -0.03%. For the same industry, the average monthly price growth was -1.81%, and the average quarterly price growth was +3.38%.
Reported Earning Dates
GGG is expected to report earnings on Jul 29, 2026.
NDSN is expected to report earnings on Aug 24, 2026.
Industries' Descriptions
@Industrial Machinery (-0.03% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
| GGG | NDSN | GGG / NDSN | |
| Capitalization | 12.3B | 15.8B | 78% |
| EBITDA | 744M | 896M | 83% |
| Gain YTD | -8.694 | 17.955 | -48% |
| P/E Ratio | 24.29 | 30.21 | 80% |
| Revenue | 2.25B | 2.85B | 79% |
| Total Cash | 712M | 120M | 593% |
| Total Debt | 52.9M | 2.09B | 3% |
GGG | NDSN | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 54 | 67 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 25 Undervalued | 28 Undervalued | |
PROFIT vs RISK RATING 1..100 | 96 | 54 | |
SMR RATING 1..100 | 46 | 50 | |
PRICE GROWTH RATING 1..100 | 72 | 27 | |
P/E GROWTH RATING 1..100 | 71 | 42 | |
SEASONALITY SCORE 1..100 | 75 | 65 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
GGG's Valuation (25) in the Industrial Machinery industry is in the same range as NDSN (28). This means that GGG’s stock grew similarly to NDSN’s over the last 12 months.
NDSN's Profit vs Risk Rating (54) in the Industrial Machinery industry is somewhat better than the same rating for GGG (96). This means that NDSN’s stock grew somewhat faster than GGG’s over the last 12 months.
GGG's SMR Rating (46) in the Industrial Machinery industry is in the same range as NDSN (50). This means that GGG’s stock grew similarly to NDSN’s over the last 12 months.
NDSN's Price Growth Rating (27) in the Industrial Machinery industry is somewhat better than the same rating for GGG (72). This means that NDSN’s stock grew somewhat faster than GGG’s over the last 12 months.
NDSN's P/E Growth Rating (42) in the Industrial Machinery industry is in the same range as GGG (71). This means that NDSN’s stock grew similarly to GGG’s over the last 12 months.
| GGG | NDSN | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 59% | N/A |
| Stochastic ODDS (%) | 2 days ago 50% | 2 days ago 44% |
| Momentum ODDS (%) | N/A | 2 days ago 39% |
| MACD ODDS (%) | 2 days ago 60% | 2 days ago 45% |
| TrendWeek ODDS (%) | 2 days ago 54% | 2 days ago 47% |
| TrendMonth ODDS (%) | 2 days ago 55% | 2 days ago 55% |
| Advances ODDS (%) | 2 days ago 49% | 4 days ago 53% |
| Declines ODDS (%) | 6 days ago 53% | 2 days ago 42% |
| BollingerBands ODDS (%) | 2 days ago 61% | 2 days ago 43% |
| Aroon ODDS (%) | 2 days ago 51% | 2 days ago 52% |
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NDSN and
Correlation & Price change
A.I.dvisor indicates that over the last year, NDSN has been closely correlated with SWK. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDSN jumps, then SWK could also see price increases.
| Ticker / NAME | Correlation To NDSN | 1D Price Change % | ||
|---|---|---|---|---|
| NDSN | 100% | -1.31% | ||
| SWK - NDSN | 71% Closely correlated | -1.05% | ||
| GGG - NDSN | 71% Closely correlated | +0.04% | ||
| ROP - NDSN | 68% Closely correlated | +0.11% | ||
| HLMN - NDSN | 67% Closely correlated | +0.41% | ||
| IR - NDSN | 67% Closely correlated | +0.33% | ||
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