Patrick Industries vs Griffon

Patrick Industries and Griffon Corp are compared here to illuminate business models, financial performance, and market context in a neutral, accessible way for readers. The page presents key factors, perspectives, and context without guidance or recommendations. Educational content, not financial advice.

Patrick Industries and Griffon Corp are compared here to illuminate business models, financial performance, and market context in a neutral, accessible way for readers. The page presents key factors, ...

Comparison Snapshot

Key Financial Metrics

PATK

Metric

GFF

$4.25B

Market Cap

$3.85B

-16.70%

Potential Profit

18.28%

Buy

Analyst Rating

Strong Buy

Investment Analysis

Patrick Industries

PATK

Pros

Patrick Industries reported a 6% year-over-year revenue increase in Q3 2025, surpassing market expectations with $976 million in sales.
The company benefits from a diversified business model with organic growth and recent acquisitions enhancing its product offerings and market reach.
Strong execution is demonstrated by earnings per share exceeding forecasts at $1.01, showing resilience in a competitive market.

Considerations

Operating income and margins have declined compared to the previous year, with operating margin down to 6.8% from 8.1%.
Net income and adjusted EBITDA both decreased year-over-year, indicating some pressure on profitability despite revenue growth.
The company experiences modest share dilution from convertible notes and warrants, which lowered EPS by about $0.07 compared to prior periods.

Griffon

GFF

Pros

Griffon has a diversified industrial portfolio including home and security products with established market positions in multiple sectors.
The company is increasingly focusing on operational efficiencies and strategic acquisitions to drive growth and margin improvement.
Griffon’s balance sheet maintains manageable debt levels relative to cash flow, supporting ongoing investment and resilience to economic cycles.

Considerations

Recent market performance shows some price volatility and declines, reflecting sensitivity to broader economic or cyclical pressures in manufacturing.
Exposure to commodity price fluctuations and inflation could pressure costs and margins in the short to medium term.
Execution risk remains as Griffon integrates acquisitions and manages diverse business units, which could impact near-term financial consistency.

About The Companies

Patrick Industries (PATK)

Patrick Industries, Inc. (PATK) is a US-based manufacturer and distributor of component products for the recreational vehicle (RV), marine, manufactured housing and other specialty markets. The company supplies cabinetry, interior components, windows, solar and related products to OEMs and aftermarket customers. Investors should note Patrick’s growth strategy blends organic expansion with acquisitive add‑ons, which has broadened its product set and end-markets; this scale can help pricing and distribution but also raises integration risk. Revenues and margins are cyclical and linked to RV, housing and leisure demand as well as commodity and freight costs. Balance-sheet strength, working capital management and execution on margin initiatives are important to its outlook. With a market capitalisation of about $3.3bn, Patrick sits in the mid‑cap range — potentially offering growth with volatility. This is educational information, not personalised advice: stock values can fall as well as rise, and past performance is no guarantee of future returns.

Griffon (GFF)

Griffon Corporation is a diversified management and holding company that operates through its wholly-owned subsidiaries. The business is organised into two primary segments: Home and Building Products (HBP) and Consumer and Professional Products (CPP). The HBP segment, led by its Clopay brand, is a prominent manufacturer of garage and rolling steel doors in North America, serving both residential and commercial markets. The CPP segment offers a wide array of goods, from tools and fans to home storage solutions, under a portfolio of well-known brands including AMES, Hunter, True Temper, and ClosetMaid. This structure gives Griffon a broad footprint across different areas of the consumer and home improvement markets. Investors might find its collection of established brands and market presence an interesting area to explore, keeping in mind that the performance of diversified companies can be influenced by various economic factors.

Which Baskets Do They Appear In?

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Published: September 28, 2025

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Open Road Portfolio

Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.

Published: June 17, 2025

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Which Baskets Do They Appear In?

Tariff Protected Stocks | Domestic Manufacturing Edge

New tariffs on imported pharmaceuticals, trucks, and furnishings create a potential advantage for U.S.-based manufacturers. This theme identifies domestic companies poised to benefit from reduced foreign competition and increased demand for American-made goods.

Published: September 28, 2025

Explore Basket

The Protectionist Pivot

A carefully selected group of US companies positioned to benefit from rising trade barriers and tariffs. These stocks represent businesses with strong domestic operations that may gain advantages as protectionist policies reshape global trade.

Published: July 2, 2025

Explore Basket

Open Road Portfolio

Discover a carefully curated collection of stocks that embody personal freedom and independence. Our analysts have selected companies that not only manufacture the vehicles for your adventures but also provide the financial tools to help you chart your own course in life.

Published: June 17, 2025

Explore Basket

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Comparison Snapshot