GNRC
Generac
Industrials · Electrical Components & Equipment · US
$264.67
Close 2026-05-15
✓ ETHICAL PASS

WEAK MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$15.6B
Trailing P/E
82.45
Forward P/E
23.98
Rev Growth
+12.4%
Profit Margin
4.4%
ROE
7.4%
Analyst Target
$272.40
Recommendation
BUY
About Generac

Generac Holdings Inc. designs, manufactures, and distributes energy technology products and solutions worldwide. The company offers residential automatic standby generators, automatic transfer switch, air-cooled engine home standby generators, and liquid-cooled engine generators; Mobile Link, a remote monitoring system for home standby generators; propane tank monitoring solution; and smart home solutions, such as smart thermostats and a suite of home monitoring products. It also provides smart home energy management devices and sensors for heating and cooling system; smart doorbell cameras; and portable and inverter generators; multiple portable battery solutions; manual transfer switches; outdoor power equipment, including trimmers, field and brush mowers, log splitters, stump grinders, chipper shredders, lawn and leaf vacuums, and pressure washers and water pumps; and home energy storage systems. In addition, the company offers commercial and industrial products comprising cleaner-burning natural gas fueled generators; mega-watt diesel generators; light-commercial standby generators and related transfer switches; stationary generators; single-engine industrial generators; industrial standby generators; industrial transfer switches; light towers, mobile generators, commercial mobile pumps, heaters, and dust-suppression equipment; mobile energy storage systems; battery energy storage system and related inverter products; and aftermarket service parts and product accessories. Further, it provides microgrid; and software-as-a-service contracts. The company distributes its products through independent residential dealers and contractors, industrial distributors and dealers, national and regional retailers, e-commerce partners, electrical/HVAC/solar wholesalers, solar installers, catalogs, equipment rental companies, and other equipment distributors; and directly to end users. Generac Holdings Inc. was founded in 1959 and is based in Waukesha, Wisconsin.

Opportunity Summary
Trading at $265, 93% above fair value of $137. Passes all ethical screens. Ranks better than 50% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.27%)PASS
Cash Ratio (0.00%)PASS
Receivables Ratio (0.17%)PASS
Revenue Ratio (0.00%)PASS
OverallPASS
Score Ethical: 85.6
Score Valuation: 44.5
Score Quality: 43.2
Score Combined: 49.6
Fair Value Est: $136.88 · Margin of Safety: -93.4% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation58.9
Quality39.8
Cash Flow8.8
Moat25.0
Balance Sheet86.0
Debt Purity18.5
Liquid Purity100.0
Rev Purity100.0
Compliance66.5
Tier: WATCH · Score: 32.7 · Rank: #4928
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-292.00Pending--
2026-04-291.331.80+35.5%
2026-02-111.771.61-9.0%
2025-10-292.201.83-16.7%
2025-07-301.321.65+24.6%
2025-04-300.971.26+30.4%
2025-02-122.192.15-1.7%
2024-10-311.952.25+15.5%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$1.1B$73.3M$168.1M$410.2M$117.3M1.25
2025-12-31$1.1B-$24.5M$40.4M$396.1M-$9.3M
2025-09-30$1.1B$66.2M$146.0M$426.9M$103.1M1.14
2025-06-30$1.1B$74.0M$156.4M$416.7M$111.8M1.27
2025-03-31$942.1M$43.8M$121.8M$372.0M$83.6M0.74
2024-12-312.18
Insider Transactions
DateNameRoleSharesValue
2026-05-01JAGDFELD AARON PChief Executive Officer5,000$1.3M
2026-05-01RAMON DAVID ADirector699$180.2K
2026-05-01MORGAN BENNETT JDirector825$212.7K
2026-05-01BOHL KATHRYN V.Director699$180.2K
2026-05-01DIXON ROBERT DDirector699$180.2K
2026-05-01LAMPEREUR ANDREW GDirector820$211.4K
2026-05-01AVEDON MARCIA JDirector699$180.2K
2026-05-01JENKINS WILLIAM D JRDirector699$180.2K
2026-05-01ZARCONE DOMINICK PDirector796$205.2K
2026-04-01JAGDFELD AARON PChief Executive Officer5,000$999.0K
Top Institutional Holders
HolderSharesValue% Held
Vanguard Capital Management LLC3.8M$1.0B0.1%
Blackrock Inc.3.8M$1.0B0.1%
Vanguard Portfolio Management LLC2.3M$625.6M0.0%
Invesco Ltd.2.3M$618.9M0.0%
State Street Corporation2.2M$589.2M0.0%
Boston Partners1.5M$414.9M0.0%
Geode Capital Management, LLC1.5M$411.9M0.0%
Shaw D.E. & Co., Inc.1.3M$350.6M0.0%
Ariel Investments, LLC1.3M$349.8M0.0%
Arrowstreet Capital, Limited Partnership1.0M$280.5M0.0%
Analyst Recommendations
3 Months Ago
2
10
7
20 analysts
2 Months Ago
2
11
8
21 analysts
Last Month
2
12
6
21 analysts
Current
2
11
6
20 analysts
Strong Buy Buy Hold Sell Strong Sell
Additional Fundamentals
Enterprise Value
$17.0B
Price/Book
5.93
Beta
1.937
Analysts
15
Total Revenue (TTM)
$4.3B
Total Debt
$1.4B
Earnings Growth
+69.9%
Rec. Mean
1.85
Short Ratio
3.36
Short % Float
0.0%
Employees
9,400

Elite Intelligence

Trade Consideration with position sizing, convergence signals, and risk analysis. Available to Elite members.

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Trade Consideration
The Opportunity
Score 49.6 (P72 — top 27.9% of scored tickers). Weak Moat. Ethical PASS. 15 analysts at Buy.
Price: $264.67 | Target: $276.60 (+5%) | Fair Value: $136.88 (+-48%)
Score
50
Moat
WEAK
Conviction
Standard
Upside
+5%
The Fundamentals
Revenue Growth+12.4%
Profit Margin4.4%
ROE7.4%
Forward P/E24.0
Market Cap$15.6B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-29$2.00Pending
2026-04-29$1.33$1.80+35.5%
2026-02-11$1.77$1.61-9.0%
2025-10-29$2.20$1.83-16.7%
2025-07-30$1.32$1.65+24.6%
2025-04-30$0.97$1.26+30.4%
Position Sizing Scenarios
Stop: $224.97 (-15%) | Entry: $264.67
SharesCostProfit to TargetR:R
To Consensus ($276.60, 15 analysts)
10$2,646.70+$119.30 (5%)0.3R
50$13,233.50+$596.50 (5%)0.3R
100$26,467.00+$1,193.00 (5%)0.3R
To Fair Value ($136.88)
10$2,646.70+$-1,277.90 (-48%)-3.2R
50$13,233.50+$-6,389.50 (-48%)-3.2R
100$26,467.00+$-12,779.00 (-48%)-3.2R
Risk Factors
  • High beta (1.94) — amplifies market moves by 1.94x
  • Elevated short interest (3.36 days to cover)
The Verdict
Generac passes all ethical screens and holds a weak competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
67.6
Risk Grade
LOW_RISK
Layers
8
Quality: STRONG_EARNINGS_DRIFT
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-4.1%
worst expected daily loss, 19 in 20 days
CVaR 95%
-5.9%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.06
above 1.0 is good
Max Drawdown
-47.8%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
90
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
3.0x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
62.5%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
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QCLN0.576
ADJEX0.563
FSS0.562
TEX0.562
IWM0.559
Inverse Correlated
TickerCorrelation
FAREAST.KL-0.136
ED-0.134
BAES.L-0.131
QISI.QA-0.119
ITHMR.BH-0.116
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Wednesday
Worst Day
Thursday
Best Month
Jul
Worst Month
Dec
Fri-Mon Effect
-0.026891358037046426
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+6.1%
Beat Drift Positive %
75.0%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+24.4%
3M Return
+16.9%
6M Return
+96.0%
12M Return
+121.9%
Momentum Rank
#322
Momentum Signal
STRONG_UP

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