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Side-by-side financial comparison of GRACO INC (GGG) and Hilltop Holdings Inc. (HTH). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $300.5M, roughly 2.0× Hilltop Holdings Inc.). GRACO INC runs the higher net margin — 22.3% vs 13.0%, a 9.4% gap on every dollar of revenue. Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 0.6%).
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.
Hilltop Holdings Inc. is a financial holding company based in Dallas, Texas. It offers financial products and banking services through three primary subsidiaries: PlainsCapital Bank, PrimeLending, and HilltopSecurities.
GGG vs HTH — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $300.5M |
| Net Profit | $132.5M | $39.0M |
| Gross Margin | 51.7% | — |
| Operating Margin | 26.7% | — |
| Net Margin | 22.3% | 13.0% |
| Revenue YoY | 8.1% | — |
| Net Profit YoY | 21.9% | -12.4% |
| EPS (diluted) | $0.78 | $0.64 |
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 | — | $300.5M | ||
| Q4 25 | $593.2M | $329.9M | ||
| Q3 25 | $543.4M | $330.2M | ||
| Q2 25 | $571.8M | $303.3M | ||
| Q1 25 | $528.3M | $318.5M | ||
| Q4 24 | $548.7M | $301.1M | ||
| Q3 24 | $519.2M | $305.5M | ||
| Q2 24 | $553.2M | $297.0M |
| Q1 26 | — | $39.0M | ||
| Q4 25 | $132.5M | $41.6M | ||
| Q3 25 | $137.6M | $45.8M | ||
| Q2 25 | $127.6M | $36.1M | ||
| Q1 25 | $124.1M | $42.1M | ||
| Q4 24 | $108.7M | $35.5M | ||
| Q3 24 | $122.2M | $29.7M | ||
| Q2 24 | $133.0M | $20.3M |
| Q1 26 | — | — | ||
| Q4 25 | 51.7% | — | ||
| Q3 25 | 53.2% | — | ||
| Q2 25 | 52.4% | — | ||
| Q1 25 | 52.6% | — | ||
| Q4 24 | 50.9% | — | ||
| Q3 24 | 53.2% | — | ||
| Q2 24 | 54.4% | — |
| Q1 26 | — | — | ||
| Q4 25 | 26.7% | 16.1% | ||
| Q3 25 | 30.3% | 18.4% | ||
| Q2 25 | 27.5% | 16.3% | ||
| Q1 25 | 27.3% | 18.1% | ||
| Q4 24 | 23.7% | 14.7% | ||
| Q3 24 | 28.1% | 13.9% | ||
| Q2 24 | 29.2% | 10.0% |
| Q1 26 | — | 13.0% | ||
| Q4 25 | 22.3% | 12.6% | ||
| Q3 25 | 25.3% | 13.9% | ||
| Q2 25 | 22.3% | 11.9% | ||
| Q1 25 | 23.5% | 13.2% | ||
| Q4 24 | 19.8% | 11.8% | ||
| Q3 24 | 23.5% | 9.7% | ||
| Q2 24 | 24.0% | 6.8% |
| Q1 26 | — | $0.64 | ||
| Q4 25 | $0.78 | $0.68 | ||
| Q3 25 | $0.82 | $0.74 | ||
| Q2 25 | $0.76 | $0.57 | ||
| Q1 25 | $0.72 | $0.65 | ||
| Q4 24 | $0.63 | $0.55 | ||
| Q3 24 | $0.71 | $0.46 | ||
| Q2 24 | $0.77 | $0.31 |
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 | — |
| Total DebtLower is stronger | — | $990.8M |
| Stockholders' EquityBook value | $2.7B | $2.2B |
| Total Assets | $3.3B | $15.7B |
| Debt / EquityLower = less leverage | — | 0.46× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $624.1M | — | ||
| Q3 25 | $618.7M | — | ||
| Q2 25 | $534.9M | — | ||
| Q1 25 | $536.1M | — | ||
| Q4 24 | $675.3M | — | ||
| Q3 24 | $764.5M | — | ||
| Q2 24 | $666.0M | — |
| Q1 26 | — | $990.8M | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $2.2B | ||
| Q4 25 | $2.7B | $2.2B | ||
| Q3 25 | $2.6B | $2.2B | ||
| Q2 25 | $2.5B | $2.2B | ||
| Q1 25 | $2.5B | $2.2B | ||
| Q4 24 | $2.6B | $2.2B | ||
| Q3 24 | $2.5B | $2.2B | ||
| Q2 24 | $2.4B | $2.1B |
| Q1 26 | — | $15.7B | ||
| Q4 25 | $3.3B | $15.8B | ||
| Q3 25 | $3.2B | $15.6B | ||
| Q2 25 | $3.0B | $15.4B | ||
| Q1 25 | $3.0B | $15.8B | ||
| Q4 24 | $3.1B | $16.3B | ||
| Q3 24 | $3.0B | $15.9B | ||
| Q2 24 | $2.9B | $15.6B |
| Q1 26 | — | 0.46× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| 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 | — |
| Free Cash FlowOCF − Capex | $184.3M | — |
| FCF MarginFCF / Revenue | 31.1% | — |
| Capex IntensityCapex / Revenue | 2.0% | — |
| Cash ConversionOCF / Net Profit | 1.48× | — |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $196.3M | $-38.7M | ||
| Q3 25 | $179.2M | $273.0M | ||
| Q2 25 | $182.7M | $-234.6M | ||
| Q1 25 | $125.4M | $5.8M | ||
| Q4 24 | $185.2M | $273.9M | ||
| Q3 24 | $178.6M | $515.6M | ||
| Q2 24 | $139.0M | $-435.3M |
| Q1 26 | — | — | ||
| Q4 25 | $184.3M | $-55.5M | ||
| Q3 25 | $175.7M | $271.0M | ||
| Q2 25 | $163.1M | $-234.6M | ||
| Q1 25 | $114.8M | $5.0M | ||
| Q4 24 | $171.3M | $266.8M | ||
| Q3 24 | $159.2M | $513.8M | ||
| Q2 24 | $102.7M | $-437.3M |
| Q1 26 | — | — | ||
| Q4 25 | 31.1% | -16.8% | ||
| Q3 25 | 32.3% | 82.1% | ||
| Q2 25 | 28.5% | -77.4% | ||
| Q1 25 | 21.7% | 1.6% | ||
| Q4 24 | 31.2% | 88.6% | ||
| Q3 24 | 30.7% | 168.2% | ||
| Q2 24 | 18.6% | -147.2% |
| Q1 26 | — | — | ||
| Q4 25 | 2.0% | 5.1% | ||
| Q3 25 | 0.6% | 0.6% | ||
| Q2 25 | 3.4% | 0.0% | ||
| Q1 25 | 2.0% | 0.3% | ||
| Q4 24 | 2.5% | 2.4% | ||
| Q3 24 | 3.7% | 0.6% | ||
| Q2 24 | 6.6% | 0.7% |
| Q1 26 | — | — | ||
| Q4 25 | 1.48× | -0.93× | ||
| Q3 25 | 1.30× | 5.96× | ||
| Q2 25 | 1.43× | -6.50× | ||
| Q1 25 | 1.01× | 0.14× | ||
| Q4 24 | 1.70× | 7.71× | ||
| Q3 24 | 1.46× | 17.36× | ||
| Q2 24 | 1.05× | -21.41× |
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% |
HTH
| Noninterest Income | $188.4M | 63% |
| Net Interest Income | $112.1M | 37% |
