GHM

Graham Corporation

Industrials · $1.0B market cap

Share price

$91.49

close of Oct 3, 2026

Fair value

$32.25

Sticker Price

Payback Price

$12.90

buy price

Overpriced

GHM is Overpriced: at $91.49 it trades 184% above its fair value of $32.25. Its buy price (Payback Price) is $12.90, 86% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-3.5% a year✗

Equity per share growth3.4% a year✗

Sales growth4.9% a year✗

Free cash flow growth-2.6% a year✗

Return on invested capital7.2%✗

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Superinvestors

2 of the investors we track hold GHM. In Q2 2026, 1 trimmed. Who we track

First Eagle Investment Management

First Eagle Investment Management · as of Q2 2026

$24.0M

194,113 shares

Polen Capital Management

Polen Capital Management · as of Q2 2026

$2.0M

15,852 shares

Moves in Q2 2026

Trimmed: Polen Capital Management

Insider activity

Since Sep 2, 2026: no open-market purchases and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Other filings

Gregorio Mauro

director · 2026-09-02

Option exercise

936 shares

About Graham Corporation

Graham Corporation, founded in 1936 and based in Batavia, New York, is an engineering and manufacturing company that, along with its subsidiaries, specializes in creating advanced fluid, power, heat transfer, and vacuum equipment. This specialized machinery serves a broad spectrum of critical industries, including chemical and petrochemical processing, defense, aerospace, petroleum refining, cryogenic applications…

Industrial - Machinery