GGG
Graco Inc.
GGG has the edge over RKLB overall, supported by lower modeled downside and stronger valuation.
RKLB
Rocket Lab USA, Inc.
RKLB offers stronger modeled upside, but that advantage does not outweigh its weaker overall profile.
GGG Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Strong |
GGG's profitability, cash flow and balance sheet are currently strong, and its revenue is stable.
RKLB Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Under pressure | |
| Weak | |
| Unavailable |
RKLB's revenue is currently strong, but its profitability and cash flow are under pressure. There isn't enough data to rate its balance sheet.
GGG PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 21x | $72.44 | — |
| Current | 23x | $72.44 | — |
| Cheap | 25x | $78.04 | +7.7% |
| Fair | 28x | $87.32 | +21% |
| Expensive | 32x | $97.81 | +35% |
Historical ranges are pointers, not guarantees.
GGG's PE is in its cheap range at 23x. If earnings grow as analysts expect, today's price would be 21x next year's earnings.
RKLB PE Valuation
RKLB has no meaningful PE right now: it lost money over the past year.
GGG Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Stable | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for GGG, with profitability holding steady.
RKLB Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Low |
RKLB has the edge over GGG on the outlook, with more favorable profitability expectations.
GGG Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $3.40 | +9.7% |
| Q3 2026 | $3.10 | +5.8% |
| Q2 2026 | $3.17 | +12% |
| Q1 2026 | $3.06 | +8.1% |
| Q4 2025 | $3.08 | +9.2% |
| Q3 2025 | $2.93 | +3.5% |
| Q2 2025 | $2.82 | -2.4% |
| Q1 2025 | $2.83 | -2.4% |
| Q4 2024 | $2.82 | -4.1% |
GGG has the edge over RKLB on earnings quality, reporting a profit while its opponent remains loss making.
RKLB Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.36 | +$0.03 |
| Q2 2026 | -$0.27 | +$0.19 |
| Q1 2026 | -$0.32 | +$0.09 |
| Q4 2025 | -$0.37 | +$0.01 |
| Q3 2025 | -$0.39 | -$0.02 |
| Q2 2025 | -$0.46 | -$0.11 |
| Q1 2025 | -$0.41 | -$0.04 |
| Q4 2024 | -$0.38 | $0.00 |
RKLB is still losing money, but less than at its worst: $0.36 per share over the past year, against $0.46 at its worst in mid-2025.
GGG Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $586.4M | +7.9% |
| Q2 2026 | $590.6M | +3.3% |
| Q1 2026 | $540.1M | +2.2% |
| Q4 2025 | $593.2M | +8.1% |
| Q3 2025 | $543.4M | +4.7% |
| Q2 2025 | $571.8M | +3.4% |
| Q1 2025 | $528.3M | +7.3% |
| Q4 2024 | $548.7M | -3.2% |
GGG's revenue has grown year over year for seven quarters in a row: $586M last quarter, up 7.9% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 25% | -5.1 points |
| Q2 2026 | 30% | +2.1 points |
| Q1 2026 | 26% | -1.8 points |
| Q4 2025 | 27% | +3 points |
| Q3 2025 | 30% | +2.3 points |
| Q2 2025 | 28% | -1.6 points |
| Q1 2025 | 27% | +0.2 points |
| Q4 2024 | 24% | -6.3 points |
GGG has the edge over RKLB on profitability, with a higher operating margin.
RKLB Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $267.8M | +73% |
| Q2 2026 | $234.1M | +62% |
| Q1 2026 | $200.3M | +63% |
| Q4 2025 | $179.7M | +36% |
| Q3 2025 | $155.1M | +48% |
| Q2 2025 | $144.5M | +36% |
| Q1 2025 | $122.6M | +32% |
| Q4 2024 | $132.4M | +121% |
RKLB has the edge over GGG on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -30% | +8.5 points |
| Q2 2026 | -25% | +17 points |
| Q1 2026 | -28% | +20 points |
| Q4 2025 | -28% | +11 points |
| Q3 2025 | -38% | +12 points |
| Q2 2025 | -41% | -0.5 points |
| Q1 2025 | -48% | -1.9 points |
| Q4 2024 | -39% | +41 points |
RKLB's operating margin was −30% last quarter, up 8.5 points from the same quarter a year ago.
GGG Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $146.3M | -17% |
| Q2 2026 | $161.3M | -1.1% |
| Q1 2026 | $108.1M | -5.8% |
| Q4 2025 | $184.3M | +7.6% |
| Q3 2025 | $175.7M | +10% |
| Q2 2025 | $163.1M | +59% |
| Q1 2025 | $114.8M | +40% |
| Q4 2024 | $171.3M | +42% |
GGG has the edge over RKLB on cash generation, producing positive trailing cash flow while its opponent burns cash.
RKLB Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$23.9M | +$45.5M |
| Q2 2026 | -$110.1M | -$54.8M |
| Q1 2026 | -$77.4M | +$5.5M |
| Q4 2025 | -$114.2M | -$90.2M |
| Q3 2025 | -$69.4M | -$27.5M |
| Q2 2025 | -$55.3M | -$26.9M |
| Q1 2025 | -$82.9M | -$61.1M |
| Q4 2024 | -$23.9M | +$28.7M |
RKLB has burned cash in almost every quarter: −$326M over the past year, against −$232M the year before.
GGG Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -2.7M shares |
| 1 year | -3.3% | -5.6M shares |
| 3 years | -5.6% | -9.8M shares |
| 5 years | -6.7% | -11.8M shares |
| Available history | -5% | -8.6M shares |
GGG has the edge over RKLB on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $131.8M |
| Q2 2026 | $319.4M |
| Q1 2026 | $11.8M |
| Q4 2025 | $62.2M |
| Q3 2025 | — |
| Q2 2025 | $122.9M |
| Q1 2025 | $238.1M |
| Q4 2024 | — |
GGG spent $525M buying back its own shares over the past year, up 45% from the year before.
RKLB Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +3.6% | +22.6M shares |
| 1 year | +23% | +124M shares |
| 3 years | +35% | +168M shares |
| 5 years | +46% | +204M shares |
RKLB has 652M diluted shares, up 23% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
GGG Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.1x | Net Cash |
| Q2 2026 | -0.7x | Net Cash |
| Q1 2026 | -1.0x | Net Cash |
| Q4 2025 | -0.9x | Net Cash |
| Q3 2025 | -0.9x | Net Cash |
| Q2 2025 | -0.8x | Net Cash |
| Q1 2025 | -0.8x | Net Cash |
| Q4 2024 | -1.0x | Net Cash |
GGG has more cash than debt.
RKLB Net Leverage
RKLB's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GGG Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 43.1 | Neutral |
| Stochastic | 17.9 | Oversold |
GGG's weekly RSI is 43 (neutral) and its Stochastic is 18 (oversold).
RKLB Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 46.8 | Neutral |
| Stochastic | 27.6 | Neutral |
RKLB's weekly RSI is 47 (neutral) and its Stochastic is 28 (neutral).
GGG PE vs Industrials Sector
| Metric | GGG | Sector median | Relative |
|---|---|---|---|
| PE | 23x | 24x | 2.9% below |
| PE % | 3 | 58 | 55 pts below |
GGG is trading at 23x earnings, in line with the Industrials sector's median of 24x.
RKLB PE vs Industrials Sector
RKLB has no meaningful PE right now: it lost money over the past year.
GGG Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $73.9 | 1.9% below |
| 20 week MA | $76.5 | 5.3% below |
| 50 week MA | $80.7 | 10% below |
| 100 week MA | $82.3 | 12% below |
| 200 week MA | $81.7 | 11% below |
GGG is in a downtrend: it's below all five of its weekly moving averages, and 11% below its 200-week average.
RKLB Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $61.4 | 4.3% above |
| 20 week MA | $68.1 | 5.9% below |
| 50 week MA | $77.6 | 17% below |
| 100 week MA | $56.5 | 13% above |
| 200 week MA | $31.4 | 104% above |
RKLB has the edge over GGG on trend strength, trading above more of its moving averages.
GGG Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $52.2 | $72.8 | +40% |
| 2021 | $72.8 | $78.6 | +7.9% |
| 2022 | $78.6 | $66.8 | -15% |
| 2023 | $66.8 | $86.8 | +30% |
| 2024 | $86.8 | $84.1 | -3% |
| 2025 | $84.1 | $83.4 | -0.9% |
| 2026 YTD | $83.4 | $72.4 | -13% |
GGG has finished lower in three of the last six years. It's down 13% so far in 2026.
RKLB Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $9.82 | $10.3 | +4.9% |
| 2021 | $10.3 | $12.0 | +17% |
| 2022 | $12.0 | $3.77 | -69% |
| 2023 | $3.77 | $5.53 | +47% |
| 2024 | $5.53 | $27.2 | +392% |
| 2025 | $27.2 | $70.7 | +160% |
| 2026 YTD | $70.7 | $64.1 | -9.3% |
RKLB has the edge over GGG on returns for 2026, with the stronger performance.