GFF
Griffon Corporation
GFF has lower modeled downside risk, despite its lower overall score.
RDW
Redwire Corporation
RDW has the edge over GFF overall, supported by stronger valuation and stronger modeled upside.
GFF Fundamentals
| Metric | Status |
|---|---|
| Weak | |
| Strong | |
| Stable | |
| Stable |
GFF's profitability is currently strong, and its cash flow and balance sheet are stable, but its revenue is weak.
RDW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Unavailable |
RDW's revenue is currently healthy, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
GFF PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 14x | $55.41 | -47% |
| Fair | 17x | $69.08 | -34% |
| Forward | 17x | $105 | — |
| Current | 26x | $105 | — |
| Expensive | 53x | $211 | +101% |
Historical ranges are pointers, not guarantees.
GFF's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 17x next year's earnings, in its fair range.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
GFF Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect GFF's earnings to grow and its profitability to improve, with its revenue holding steady.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
RDW has the edge over GFF on the outlook, with more favorable revenue expectations.
GFF Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.10 | +52% |
| Q2 2026 | $4.01 | +199% |
| Q1 2026 | $0.22 | -95% |
| Q4 2025 | $1.01 | -79% |
| Q3 2025 | $1.09 | -74% |
| Q2 2025 | $1.34 | -64% |
| Q1 2025 | $4.83 | +27% |
| Q4 2024 | $4.90 | +260% |
| Q3 2024 | $4.23 | +198% |
GFF has the edge over RDW on earnings quality, reporting a profit while its opponent remains loss making.
RDW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$1.17 | +$2.01 |
| Q2 2026 | -$1.37 | +$1.89 |
| Q1 2026 | -$2.59 | -$0.32 |
| Q4 2025 | -$2.28 | +$0.07 |
| Q3 2025 | -$3.18 | -$1.97 |
| Q2 2025 | -$3.26 | -$2.28 |
| Q1 2025 | -$2.27 | -$1.55 |
| Q4 2024 | -$2.35 | -$1.62 |
RDW is still losing money, but far less than before: $1.17 per share over the past year, against $3.26 at its worst in mid-2025.
GFF Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $481.4M | -22% |
| Q1 2026 | $421.9M | -31% |
| Q4 2025 | $649.1M | +2.6% |
| Q3 2025 | $662.2M | +0.4% |
| Q2 2025 | $613.6M | -5.3% |
| Q1 2025 | $611.7M | -9.1% |
| Q4 2024 | $632.4M | -1.7% |
| Q3 2024 | $659.7M | +2.9% |
GFF's revenue has slid since its 2022 peak: $481M last quarter, down 22% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 24% | +45 points |
| Q1 2026 | 21% | +4.2 points |
| Q4 2025 | 17% | -0.3 points |
| Q3 2025 | 18% | +1 points |
| Q2 2025 | -21% | -34 points |
| Q1 2025 | 17% | -0.3 points |
| Q4 2024 | 18% | +4.7 points |
| Q3 2024 | 17% | +4.5 points |
GFF has the edge over RDW on profitability, with a higher operating margin.
RDW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $109M | +5.4% |
| Q2 2026 | $117.1M | +90% |
| Q1 2026 | $97M | +58% |
| Q4 2025 | $108.8M | +56% |
| Q3 2025 | $103.4M | +51% |
| Q2 2025 | $61.8M | -21% |
| Q1 2025 | $61.4M | -30% |
| Q4 2024 | $69.6M | +9.6% |
RDW has the edge over GFF on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -24% | +16 points |
| Q2 2026 | -19% | +130 points |
| Q1 2026 | -72% | -49 points |
| Q4 2025 | -75% | -48 points |
| Q3 2025 | -40% | -22 points |
| Q2 2025 | -149% | -140 points |
| Q1 2025 | -23% | -19 points |
| Q4 2024 | -27% | -17 points |
RDW's operating margin was −24% last quarter, up 16 points from the same quarter a year ago.
GFF Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $93.5M | -18% |
| Q1 2026 | $1.3M | -52% |
| Q4 2025 | $99.3M | -21% |
| Q3 2025 | $62.4M | +21% |
| Q2 2025 | $114.4M | +6.4% |
| Q1 2025 | $2.8M | -87% |
| Q4 2024 | $125.5M | -4.8% |
| Q3 2024 | $51.6M | -35% |
GFF has the edge over RDW on cash generation, producing positive trailing cash flow while its opponent burns cash.
RDW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$65.3M | -$38.5M |
| Q2 2026 | -$33.5M | +$57.2M |
| Q1 2026 | -$11.4M | +$35.5M |
| Q4 2025 | -$26.5M | -659% |
| Q3 2025 | -$26.9M | -$7.6M |
| Q2 2025 | -$90.6M | -$80.2M |
| Q1 2025 | -$46.9M | -3996% |
| Q4 2024 | $4.7M | -65% |
RDW has burned cash in most quarters: −$137M over the past year, against −$160M the year before.
GFF Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.2% | -542K shares |
| 1 year | -0.4% | -172K shares |
| 3 years | -17% | -9.5M shares |
| 5 years | -16% | -8.4M shares |
| Available history | +5.3% | +2.3M shares |
GFF has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | $54.6M |
| Q1 2026 | $34.2M |
| Q4 2025 | $30.3M |
| Q3 2025 | $21.6M |
| Q2 2025 | $40.3M |
| Q1 2025 | $72.4M |
| Q4 2024 | $49.1M |
| Q3 2024 | $68.4M |
GFF spent $141M buying back its own shares over the past year, down 39% from the year before.
RDW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +13% | +29.6M shares |
| 1 year | +179% | +160M shares |
| 3 years | +289% | +186M shares |
| 5 years | +319% | +190M shares |
RDW has 250M diluted shares, up 179% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
GFF Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 2.5x | Moderate |
| Q1 2026 | 5.6x | High |
| Q4 2025 | 5.1x | High |
| Q3 2025 | 5.3x | High |
| Q2 2025 | 5.6x | High |
| Q1 2025 | 3.1x | Elevated |
| Q4 2024 | 2.9x | Moderate |
| Q3 2024 | 3.2x | Elevated |
GFF's net debt is about 2.5 years of its operating earnings (EBITDA), down from 5.6 years a year ago.
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GFF Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 60.9 | Neutral |
| Stochastic | 70.1 | Neutral |
GFF's weekly RSI is 61 (neutral) and its Stochastic is 70 (neutral).
RDW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 42.3 | Neutral |
| Stochastic | 16.1 | Oversold |
RDW's weekly RSI is 42 (neutral) and its Stochastic is 16 (oversold).
GFF PE vs Industrials Sector
| Metric | GFF | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 24x | 8.6% above |
| PE % | 75 | 58 | 17 pts above |
GFF is trading at 26x earnings, in line with the Industrials sector's median of 24x.
RDW PE vs Industrials Sector
RDW has no meaningful PE right now: it lost money over the past year.
GFF Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $97.5 | 7.6% above |
| 20 week MA | $96.6 | 8.5% above |
| 50 week MA | $88.5 | 19% above |
| 100 week MA | $80.9 | 30% above |
| 200 week MA | $67.3 | 56% above |
GFF has the edge over RDW on trend strength, trading above more of its moving averages.
RDW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $9.06 | 11% below |
| 20 week MA | $10.1 | 20% below |
| 50 week MA | $10.6 | 24% below |
| 100 week MA | $11.6 | 31% below |
| 200 week MA | $8.07 | 0.5% below |
RDW is in a downtrend: it's below all five of its weekly moving averages, and 0.5% below its 200-week average.
GFF Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.9 | $18.9 | +0.1% |
| 2021 | $18.9 | $26.9 | +42% |
| 2022 | $26.9 | $36.0 | +34% |
| 2023 | $36.0 | $61.0 | +69% |
| 2024 | $61.0 | $71.9 | +18% |
| 2025 | $71.9 | $75.6 | +5.2% |
| 2026 YTD | $75.6 | $104.8 | +39% |
GFF has the edge over RDW on returns for 2026, with the stronger performance.
RDW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $10.2 | $7.34 | -28% |
| 2022 | $7.34 | $1.92 | -74% |
| 2023 | $1.92 | $2.85 | +48% |
| 2024 | $2.85 | $17.1 | +501% |
| 2025 | $17.1 | $7.15 | -58% |
| 2026 YTD | $7.15 | $8.03 | +12% |
RDW's yearly returns have swung widely, from +501% in 2024 to −74% in 2022. It's up 12% so far in 2026.