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Side-by-side financial comparison of GRACO INC (GGG) and Natural Grocers by Vitamin Cottage, Inc. (NGVC). Click either name above to swap in a different company.
GRACO INC is the larger business by last-quarter revenue ($593.2M vs $335.6M, roughly 1.8× Natural Grocers by Vitamin Cottage, Inc.). GRACO INC runs the higher net margin — 22.3% vs 3.4%, a 19.0% gap on every dollar of revenue. On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs 1.6%). GRACO INC produced more free cash flow last quarter ($184.3M vs $11.6M). Over the past eight quarters, GRACO INC's revenue compounded faster (9.8% CAGR vs 4.4%).
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.
Natural Grocers by Vitamin Cottage, Inc. is a U.S.-based specialty retail chain that offers certified organic groceries, dietary supplements, natural personal care items, and eco-friendly household products. It serves health-conscious consumers across multiple U.S. states, following strict quality standards that exclude artificial preservatives, colors, flavors and harmful additives.
GGG vs NGVC — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $335.6M |
| Net Profit | $132.5M | $11.3M |
| Gross Margin | 51.7% | 29.5% |
| Operating Margin | 26.7% | 4.4% |
| Net Margin | 22.3% | 3.4% |
| Revenue YoY | 8.1% | 1.6% |
| Net Profit YoY | 21.9% | 14.0% |
| EPS (diluted) | $0.78 | $0.49 |
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.
| Q4 25 | $593.2M | $335.6M | ||
| Q3 25 | $543.4M | $336.1M | ||
| Q2 25 | $571.8M | $328.7M | ||
| Q1 25 | $528.3M | $335.8M | ||
| Q4 24 | $548.7M | $330.2M | ||
| Q3 24 | $519.2M | $322.7M | ||
| Q2 24 | $553.2M | $309.1M | ||
| Q1 24 | $492.2M | $308.1M |
| Q4 25 | $132.5M | $11.3M | ||
| Q3 25 | $137.6M | $11.8M | ||
| Q2 25 | $127.6M | $11.6M | ||
| Q1 25 | $124.1M | $13.1M | ||
| Q4 24 | $108.7M | $9.9M | ||
| Q3 24 | $122.2M | $9.0M | ||
| Q2 24 | $133.0M | $9.2M | ||
| Q1 24 | $122.2M | $8.0M |
| Q4 25 | 51.7% | 29.5% | ||
| Q3 25 | 53.2% | 29.5% | ||
| Q2 25 | 52.4% | 29.9% | ||
| Q1 25 | 52.6% | 30.3% | ||
| Q4 24 | 50.9% | 29.9% | ||
| Q3 24 | 53.2% | 29.6% | ||
| Q2 24 | 54.4% | 29.2% | ||
| Q1 24 | 54.1% | 29.3% |
| Q4 25 | 26.7% | 4.4% | ||
| Q3 25 | 30.3% | 4.6% | ||
| Q2 25 | 27.5% | 4.7% | ||
| Q1 25 | 27.3% | 5.2% | ||
| Q4 24 | 23.7% | 4.0% | ||
| Q3 24 | 28.1% | 3.7% | ||
| Q2 24 | 29.2% | 4.2% | ||
| Q1 24 | 27.0% | 3.7% |
| Q4 25 | 22.3% | 3.4% | ||
| Q3 25 | 25.3% | 3.5% | ||
| Q2 25 | 22.3% | 3.5% | ||
| Q1 25 | 23.5% | 3.9% | ||
| Q4 24 | 19.8% | 3.0% | ||
| Q3 24 | 23.5% | 2.8% | ||
| Q2 24 | 24.0% | 3.0% | ||
| Q1 24 | 24.8% | 2.6% |
| Q4 25 | $0.78 | $0.49 | ||
| Q3 25 | $0.82 | $0.51 | ||
| Q2 25 | $0.76 | $0.50 | ||
| Q1 25 | $0.72 | $0.56 | ||
| Q4 24 | $0.63 | $0.43 | ||
| Q3 24 | $0.71 | $0.38 | ||
| Q2 24 | $0.77 | $0.40 | ||
| Q1 24 | $0.71 | $0.35 |
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 | $23.2M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $220.0M |
| Total Assets | $3.3B | $668.6M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $23.2M | ||
| Q3 25 | $618.7M | $17.1M | ||
| Q2 25 | $534.9M | $13.2M | ||
| Q1 25 | $536.1M | $21.2M | ||
| Q4 24 | $675.3M | $6.3M | ||
| Q3 24 | $764.5M | $8.9M | ||
| Q2 24 | $666.0M | $13.9M | ||
| Q1 24 | $622.7M | $11.0M |
| Q4 25 | $2.7B | $220.0M | ||
| Q3 25 | $2.6B | $212.4M | ||
| Q2 25 | $2.5B | $202.5M | ||
| Q1 25 | $2.5B | $193.0M | ||
| Q4 24 | $2.6B | $181.9M | ||
| Q3 24 | $2.5B | $174.3M | ||
| Q2 24 | $2.4B | $167.8M | ||
| Q1 24 | $2.3B | $160.0M |
| Q4 25 | $3.3B | $668.6M | ||
| Q3 25 | $3.2B | $670.5M | ||
| Q2 25 | $3.0B | $659.0M | ||
| Q1 25 | $3.0B | $664.6M | ||
| Q4 24 | $3.1B | $648.9M | ||
| Q3 24 | $3.0B | $655.5M | ||
| Q2 24 | $2.9B | $654.4M | ||
| Q1 24 | $2.8B | $656.6M |
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 | $21.1M |
| Free Cash FlowOCF − Capex | $184.3M | $11.6M |
| FCF MarginFCF / Revenue | 31.1% | 3.4% |
| Capex IntensityCapex / Revenue | 2.0% | 2.9% |
| Cash ConversionOCF / Net Profit | 1.48× | 1.86× |
| TTM Free Cash FlowTrailing 4 quarters | $637.9M | $42.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $196.3M | $21.1M | ||
| Q3 25 | $179.2M | $15.6M | ||
| Q2 25 | $182.7M | $2.9M | ||
| Q1 25 | $125.4M | $34.1M | ||
| Q4 24 | $185.2M | $2.7M | ||
| Q3 24 | $178.6M | $24.5M | ||
| Q2 24 | $139.0M | $12.4M | ||
| Q1 24 | $118.9M | $20.2M |
| Q4 25 | $184.3M | $11.6M | ||
| Q3 25 | $175.7M | $7.5M | ||
| Q2 25 | $163.1M | $-4.2M | ||
| Q1 25 | $114.8M | $27.6M | ||
| Q4 24 | $171.3M | $-6.9M | ||
| Q3 24 | $159.2M | $18.0M | ||
| Q2 24 | $102.7M | $3.6M | ||
| Q1 24 | $81.7M | $9.8M |
| Q4 25 | 31.1% | 3.4% | ||
| Q3 25 | 32.3% | 2.2% | ||
| Q2 25 | 28.5% | -1.3% | ||
| Q1 25 | 21.7% | 8.2% | ||
| Q4 24 | 31.2% | -2.1% | ||
| Q3 24 | 30.7% | 5.6% | ||
| Q2 24 | 18.6% | 1.2% | ||
| Q1 24 | 16.6% | 3.2% |
| Q4 25 | 2.0% | 2.9% | ||
| Q3 25 | 0.6% | 2.4% | ||
| Q2 25 | 3.4% | 2.2% | ||
| Q1 25 | 2.0% | 1.9% | ||
| Q4 24 | 2.5% | 2.9% | ||
| Q3 24 | 3.7% | 2.0% | ||
| Q2 24 | 6.6% | 2.9% | ||
| Q1 24 | 7.6% | 3.4% |
| Q4 25 | 1.48× | 1.86× | ||
| Q3 25 | 1.30× | 1.32× | ||
| Q2 25 | 1.43× | 0.25× | ||
| Q1 25 | 1.01× | 2.60× | ||
| Q4 24 | 1.70× | 0.27× | ||
| Q3 24 | 1.46× | 2.72× | ||
| Q2 24 | 1.05× | 1.35× | ||
| Q1 24 | 0.97× | 2.54× |
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% |
NGVC
| Grocery | $243.8M | 73% |
| Dietary Supplements | $60.7M | 18% |
| Manufactured Product Other | $31.0M | 9% |
