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Side-by-side financial comparison of GRACO INC (GGG) and Guardian Pharmacy Services, Inc. (GRDN). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $336.6M, roughly 1.8× Guardian Pharmacy Services, Inc.). GRACO INC runs the higher net margin — 22.3% vs 4.0%, a 18.3% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 2.2%).
Graco Inc. is an American industrial company that specializes in the development and manufacturing of fluid-handling systems and products. The company is headquartered in Minneapolis, Minnesota, and markets its products to customers worldwide.
CVS Pharmacy Inc. is an American retail corporation. A subsidiary of CVS Health, it is headquartered in Woonsocket, Rhode Island. Originally named the Consumer Value Stores, it was founded in Lowell, Massachusetts, in 1963.
GGG vs GRDN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $336.6M |
| Net Profit | $132.5M | $13.5M |
| Gross Margin | 51.7% | 22.7% |
| Operating Margin | 26.7% | 5.3% |
| Net Margin | 22.3% | 4.0% |
| Revenue YoY | 8.1% | 2.2% |
| Net Profit YoY | 21.9% | 46.1% |
| EPS (diluted) | $0.78 | $0.21 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $336.6M | ||
| Q4 25 | $593.2M | $397.6M | ||
| Q3 25 | $543.4M | $377.4M | ||
| Q2 25 | $571.8M | $344.3M | ||
| Q1 25 | $528.3M | $329.3M | ||
| Q4 24 | $548.7M | — | ||
| Q3 24 | $519.2M | $314.4M | ||
| Q2 24 | $553.2M | — |
| Q1 26 | — | $13.5M | ||
| Q4 25 | $132.5M | $20.9M | ||
| Q3 25 | $137.6M | $9.8M | ||
| Q2 25 | $127.6M | $9.0M | ||
| Q1 25 | $124.1M | $9.4M | ||
| Q4 24 | $108.7M | — | ||
| Q3 24 | $122.2M | $-122.0M | ||
| Q2 24 | $133.0M | — |
| Q1 26 | — | 22.7% | ||
| Q4 25 | 51.7% | 21.5% | ||
| Q3 25 | 53.2% | 19.8% | ||
| Q2 25 | 52.4% | 19.8% | ||
| Q1 25 | 52.6% | 19.5% | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 53.2% | 19.4% | ||
| Q2 24 | 54.4% | — |
| Q1 26 | — | 5.3% | ||
| Q4 25 | 26.7% | 7.7% | ||
| Q3 25 | 30.3% | 4.3% | ||
| Q2 25 | 27.5% | 3.7% | ||
| Q1 25 | 27.3% | 3.9% | ||
| Q4 24 | 23.7% | — | ||
| Q3 24 | 28.1% | -33.3% | ||
| Q2 24 | 29.2% | — |
| Q1 26 | — | 4.0% | ||
| Q4 25 | 22.3% | 5.3% | ||
| Q3 25 | 25.3% | 2.6% | ||
| Q2 25 | 22.3% | 2.6% | ||
| Q1 25 | 23.5% | 2.9% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 23.5% | -38.8% | ||
| Q2 24 | 24.0% | — |
| Q1 26 | — | $0.21 | ||
| Q4 25 | $0.78 | — | ||
| Q3 25 | $0.82 | — | ||
| Q2 25 | $0.76 | — | ||
| Q1 25 | $0.72 | — | ||
| Q4 24 | $0.63 | — | ||
| Q3 24 | $0.71 | — | ||
| Q2 24 | $0.77 | — |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $624.1M | $64.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $232.4M |
| Total Assets | $3.3B | $426.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $64.9M | ||
| Q4 25 | $624.1M | $65.6M | ||
| Q3 25 | $618.7M | $36.5M | ||
| Q2 25 | $534.9M | $18.8M | ||
| Q1 25 | $536.1M | $14.0M | ||
| Q4 24 | $675.3M | — | ||
| Q3 24 | $764.5M | $37.2M | ||
| Q2 24 | $666.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | — | $0 | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | $34.3M | ||
| Q2 24 | — | — |
| Q1 26 | — | $232.4M | ||
| Q4 25 | $2.7B | $217.9M | ||
| Q3 25 | $2.6B | $195.5M | ||
| Q2 25 | $2.5B | $179.7M | ||
| Q1 25 | $2.5B | $163.2M | ||
| Q4 24 | $2.6B | — | ||
| Q3 24 | $2.5B | $133.9M | ||
| Q2 24 | $2.4B | — |
| Q1 26 | — | $426.9M | ||
| Q4 25 | $3.3B | $412.7M | ||
| Q3 25 | $3.2B | $390.0M | ||
| Q2 25 | $3.0B | $356.3M | ||
| Q1 25 | $3.0B | $334.0M | ||
| Q4 24 | $3.1B | — | ||
| Q3 24 | $3.0B | $348.0M | ||
| Q2 24 | $2.9B | — |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.00× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 0.26× | ||
| Q2 24 | — | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $196.3M | $6.1M |
| Free Cash FlowOCF − Capex | $184.3M | — |
| FCF MarginFCF / Revenue | 31.1% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 1.48× | 0.45× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $6.1M | ||
| Q4 25 | $196.3M | $34.6M | ||
| Q3 25 | $179.2M | $28.2M | ||
| Q2 25 | $182.7M | $19.9M | ||
| Q1 25 | $125.4M | $17.6M | ||
| Q4 24 | $185.2M | — | ||
| Q3 24 | $178.6M | — | ||
| Q2 24 | $139.0M | — |
| Q1 26 | — | — | ||
| Q4 25 | $184.3M | — | ||
| Q3 25 | $175.7M | $24.2M | ||
| Q2 25 | $163.1M | — | ||
| Q1 25 | $114.8M | — | ||
| Q4 24 | $171.3M | — | ||
| Q3 24 | $159.2M | — | ||
| Q2 24 | $102.7M | — |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | — | ||
| Q3 25 | 32.3% | 6.4% | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 31.2% | — | ||
| Q3 24 | 30.7% | — | ||
| Q2 24 | 18.6% | — |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | — | ||
| Q3 25 | 0.6% | 1.1% | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 6.6% | — |
| Q1 26 | — | 0.45× | ||
| Q4 25 | 1.48× | 1.65× | ||
| Q3 25 | 1.30× | 2.87× | ||
| Q2 25 | 1.43× | 2.21× | ||
| Q1 25 | 1.01× | 1.86× | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | 1.46× | — | ||
| Q2 24 | 1.05× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
GGG
| Industrial | $284.3M | 48% |
| Contractor | $265.5M | 45% |
| Other | $43.4M | 7% |
GRDN
Segment breakdown not available.
