WW Grainger Stock: Distribution is a High-Quality Biz - $GWW

Using 10-years of financials, I analyze WW Grainger stock's valuation and business quality from a value investing framework. (Income Statement, Balance Sheet, and Cash Flow Statements)
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I analyze W W Grainger, stock ticker: $GWW in a 17 minute video focused on fundamental stock analysis. My goal is to quickly determine whether this is a high-quality company worth investing in.
In addition, I provide a stock valuation analysis breaking down the current stock price compared to my target stock price for WW Grainger stock.
QuickFS.net is used to quickly analyze the company's business description, rates of return, growth rates, and business fundamentals. I discuss the balance sheet, cash flow statement, and income statement to provide a holistic overview of the stock in five minutes or less.
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[@Amwatson801]

As you point out, that 21 PE is distorted by last year's earnings: they had a 10% profit margin in FY22, when they are normally in thr 7-8% range. I am not sure I would bet on them sustaining it.
With that said, they are guiding for 10% margin again in FY23, and Fastenal's, which you covered a while back, is consistently at 15%.
It is nearly impossible to get these high quality names in the sp500 at decent valuations.
I went through the WSML index a while back and found MSM and GIC in the industrial distribution sector, 5b and 1b market cap respectively, both with consistent double-digit ROIC and PE in the 12-14 range.

[@DIYInvesting]

That’s impressive congrats

[@BringUthetruth]

I currently have 29 Holdings and apply the dividend growth strategy. I would love to have your opinion on each one wheather u would buy/already have it or rather sell and what problems you see. maybe u would recommend some other stocks as well? So far Im doing quite with these:
ABBV
ACN
ADP
APD
CSL
DOX
ELS
GWW
HD
HSY
JNJ
LIN
LOW
MAA
MDT
MRK
NDSN
NKE
NVO
PEP
PSA
REXR
ROL
SPGI
TXN
UNP
UPS
WM
WSM

[@DIYInvesting]

I cannot give specific investment advice tailored to your needs.