GWW
W.W. Grainger, Inc.
GWW has a slight edge over RDW overall, supported by lower modeled downside and stronger fundamentals.
RDW
Redwire Corporation
RDW offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
GWW Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Healthy | |
| Healthy |
GWW's revenue, profitability, cash flow and balance sheet are all currently healthy.
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.
GWW PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 21x | $951 | -37% |
| Fair | 26x | $1,200 | -20% |
| Forward | 29x | $1,503 | — |
| Expensive | 32x | $1,460 | -2.8% |
| Current | 33x | $1,503 | — |
Historical ranges are pointers, not guarantees.
GWW's PE is in its expensive range at 33x. If earnings grow as analysts expect, today's price would be 29x next year's earnings.
RDW PE Valuation
RDW has no meaningful PE right now: it lost money over the past year.
GWW Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Growth | |
| Growth | |
| Improving | |
| Limited | |
| High |
Analysts expect earnings and revenue growth for GWW, with profitability improving.
RDW Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses shrinking | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| Moderate |
Analysts expect RDW's losses to shrink, with revenue growing.
GWW Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $51.08 | +12% |
| Q3 2026 | $45.53 | +28% |
| Q2 2026 | $39.23 | -0.5% |
| Q1 2026 | $37.19 | -4.5% |
| Q4 2025 | $35.40 | -8.6% |
| Q3 2025 | $35.66 | -3.4% |
| Q2 2025 | $39.41 | +8.1% |
| Q1 2025 | $38.95 | +7.5% |
| Q4 2024 | $38.71 | +6.8% |
GWW 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.
GWW Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $5.2B | +11% |
| Q2 2026 | $5B | +10% |
| Q1 2026 | $4.7B | +10% |
| Q4 2025 | $4.4B | +4.5% |
| Q3 2025 | $4.7B | +6.1% |
| Q2 2025 | $4.6B | +5.6% |
| Q1 2025 | $4.3B | +1.7% |
| Q4 2024 | $4.2B | +5.9% |
GWW's revenue has grown year over year every quarter since late 2020: $5.2B last quarter, up 11% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 16% | +5 points |
| Q2 2026 | 16% | +1.2 points |
| Q1 2026 | 17% | +1.1 points |
| Q4 2025 | 14% | -0.6 points |
| Q3 2025 | 11% | -4.7 points |
| Q2 2025 | 15% | -0.2 points |
| Q1 2025 | 16% | -0.2 points |
| Q4 2024 | 15% | +1 points |
GWW 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's revenue has grown year over year for five quarters in a row: $109M last quarter, up 5.4% from the same quarter a year ago.
| 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.
GWW Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $546M | +61% |
| Q2 2026 | $333M | +65% |
| Q1 2026 | $569M | +9.2% |
| Q4 2025 | $269M | +58% |
| Q3 2025 | $339M | -35% |
| Q2 2025 | $202M | -40% |
| Q1 2025 | $521M | -3.9% |
| Q4 2024 | $170M | -64% |
GWW 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.
GWW Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -100K shares |
| 1 year | -1.7% | -800K shares |
| 3 years | -6% | -3M shares |
| 5 years | -9.6% | -5M shares |
| Available history | -14% | -7.8M shares |
GWW has the edge over RDW on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $278M |
| Q2 2026 | $224M |
| Q1 2026 | $237M |
| Q4 2025 | $247M |
| Q3 2025 | $291M |
| Q2 2025 | $226M |
| Q1 2025 | $281M |
| Q4 2024 | $462M |
GWW spent $986M buying back its own shares over the past year, down 22% 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 | — |
GWW Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q2 2026 | 0.6x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.7x | Very low |
| Q3 2025 | 0.7x | Very low |
| Q2 2025 | 0.6x | Very low |
| Q1 2025 | 0.6x | Very low |
| Q4 2024 | 0.6x | Very low |
GWW's net debt is less than a year of its operating earnings (EBITDA).
RDW Net Leverage
RDW's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
GWW Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 73.0 | Overbought |
| Stochastic | 77.5 | Neutral |
GWW's weekly RSI is 73 (overbought) and its Stochastic is 78 (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).
GWW PE vs Industrials Sector
| Metric | GWW | Sector median | Relative |
|---|---|---|---|
| PE | 33x | 24x | 37% above |
| PE % | 89 | 58 | 31 pts above |
GWW is trading at 33x earnings, a 37% premium to 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.
GWW Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,349.5 | 11% above |
| 20 week MA | $1,338.2 | 12% above |
| 50 week MA | $1,220.2 | 23% above |
| 100 week MA | $1,117.5 | 34% above |
| 200 week MA | $985.1 | 53% above |
GWW 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.
GWW Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $337.5 | $415.6 | +23% |
| 2021 | $415.6 | $503.0 | +21% |
| 2022 | $503.0 | $565.1 | +12% |
| 2023 | $565.1 | $828.7 | +47% |
| 2024 | $828.7 | $1,069.0 | +29% |
| 2025 | $1,069.0 | $1,024.3 | -4.2% |
| 2026 YTD | $1,024.3 | $1,502.6 | +47% |
GWW 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.