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Side-by-side financial comparison of GRACO INC (GGG) and SM Energy Co (SM). Click either name above to swap in a different company.
SM Energy Co is the larger business by last-quarter revenue ($704.9M vs $593.2M, roughly 1.2× GRACO INC). On growth, GRACO INC posted the faster year-over-year revenue change (8.1% vs -17.3%). Over the past eight quarters, SM Energy Co's revenue compounded faster (12.2% CAGR vs 9.8%).
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.
SM Energy Company is a company engaged in hydrocarbon exploration. It is organized in Delaware and headquartered in Denver, Colorado.
GGG vs SM — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $593.2M | $704.9M |
| Net Profit | $132.5M | — |
| Gross Margin | 51.7% | — |
| Operating Margin | 26.7% | 25.9% |
| Net Margin | 22.3% | — |
| Revenue YoY | 8.1% | -17.3% |
| Net Profit YoY | 21.9% | — |
| EPS (diluted) | $0.78 | $0.94 |
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 | $704.9M | ||
| Q3 25 | $543.4M | $811.6M | ||
| Q2 25 | $571.8M | $792.9M | ||
| Q1 25 | $528.3M | $844.5M | ||
| Q4 24 | $548.7M | $852.0M | ||
| Q3 24 | $519.2M | $643.6M | ||
| Q2 24 | $553.2M | $634.6M | ||
| Q1 24 | $492.2M | $559.9M |
| Q4 25 | $132.5M | — | ||
| Q3 25 | $137.6M | $155.1M | ||
| Q2 25 | $127.6M | $201.7M | ||
| Q1 25 | $124.1M | $182.3M | ||
| Q4 24 | $108.7M | — | ||
| Q3 24 | $122.2M | $240.5M | ||
| Q2 24 | $133.0M | $210.3M | ||
| Q1 24 | $122.2M | $131.2M |
| 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 24 | 54.1% | — |
| Q4 25 | 26.7% | 25.9% | ||
| Q3 25 | 30.3% | 30.4% | ||
| Q2 25 | 27.5% | 37.2% | ||
| Q1 25 | 27.3% | 32.7% | ||
| Q4 24 | 23.7% | 33.7% | ||
| Q3 24 | 28.1% | 51.4% | ||
| Q2 24 | 29.2% | 44.0% | ||
| Q1 24 | 27.0% | 31.9% |
| Q4 25 | 22.3% | — | ||
| Q3 25 | 25.3% | 19.1% | ||
| Q2 25 | 22.3% | 25.4% | ||
| Q1 25 | 23.5% | 21.6% | ||
| Q4 24 | 19.8% | — | ||
| Q3 24 | 23.5% | 37.4% | ||
| Q2 24 | 24.0% | 33.1% | ||
| Q1 24 | 24.8% | 23.4% |
| Q4 25 | $0.78 | $0.94 | ||
| Q3 25 | $0.82 | $1.35 | ||
| Q2 25 | $0.76 | $1.76 | ||
| Q1 25 | $0.72 | $1.59 | ||
| Q4 24 | $0.63 | $1.63 | ||
| Q3 24 | $0.71 | $2.09 | ||
| Q2 24 | $0.77 | $1.82 | ||
| Q1 24 | $0.71 | $1.13 |
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 | $368.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $2.7B | $4.8B |
| Total Assets | $3.3B | $9.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $624.1M | $368.0M | ||
| Q3 25 | $618.7M | $162.3M | ||
| Q2 25 | $534.9M | $101.9M | ||
| Q1 25 | $536.1M | $54.0K | ||
| Q4 24 | $675.3M | — | ||
| Q3 24 | $764.5M | $1.7B | ||
| Q2 24 | $666.0M | $487.9M | ||
| Q1 24 | $622.7M | $506.3M |
| Q4 25 | $2.7B | $4.8B | ||
| Q3 25 | $2.6B | $4.7B | ||
| Q2 25 | $2.5B | $4.6B | ||
| Q1 25 | $2.5B | $4.4B | ||
| Q4 24 | $2.6B | $4.2B | ||
| Q3 24 | $2.5B | $4.1B | ||
| Q2 24 | $2.4B | $3.8B | ||
| Q1 24 | $2.3B | $3.7B |
| Q4 25 | $3.3B | $9.3B | ||
| Q3 25 | $3.2B | $9.1B | ||
| Q2 25 | $3.0B | $9.0B | ||
| Q1 25 | $3.0B | $8.8B | ||
| Q4 24 | $3.1B | $8.6B | ||
| Q3 24 | $3.0B | $8.0B | ||
| Q2 24 | $2.9B | $6.7B | ||
| Q1 24 | $2.8B | $6.4B |
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 | $451.9M |
| 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.
| Q4 25 | $196.3M | $451.9M | ||
| Q3 25 | $179.2M | $505.0M | ||
| Q2 25 | $182.7M | $571.1M | ||
| Q1 25 | $125.4M | $483.0M | ||
| Q4 24 | $185.2M | $578.4M | ||
| Q3 24 | $178.6M | $452.3M | ||
| Q2 24 | $139.0M | $476.4M | ||
| Q1 24 | $118.9M | $276.0M |
| Q4 25 | $184.3M | — | ||
| Q3 25 | $175.7M | — | ||
| Q2 25 | $163.1M | — | ||
| Q1 25 | $114.8M | — | ||
| Q4 24 | $171.3M | — | ||
| Q3 24 | $159.2M | — | ||
| Q2 24 | $102.7M | — | ||
| Q1 24 | $81.7M | — |
| Q4 25 | 31.1% | — | ||
| Q3 25 | 32.3% | — | ||
| Q2 25 | 28.5% | — | ||
| Q1 25 | 21.7% | — | ||
| Q4 24 | 31.2% | — | ||
| Q3 24 | 30.7% | — | ||
| Q2 24 | 18.6% | — | ||
| Q1 24 | 16.6% | — |
| Q4 25 | 2.0% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 3.4% | — | ||
| Q1 25 | 2.0% | — | ||
| Q4 24 | 2.5% | — | ||
| Q3 24 | 3.7% | — | ||
| Q2 24 | 6.6% | — | ||
| Q1 24 | 7.6% | — |
| Q4 25 | 1.48× | — | ||
| Q3 25 | 1.30× | 3.26× | ||
| Q2 25 | 1.43× | 2.83× | ||
| Q1 25 | 1.01× | 2.65× | ||
| Q4 24 | 1.70× | — | ||
| Q3 24 | 1.46× | 1.88× | ||
| Q2 24 | 1.05× | 2.27× | ||
| Q1 24 | 0.97× | 2.10× |
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% |
SM
Segment breakdown not available.
