GNRC
Generac Holdings Inc.Industrials · $12.3B market cap
Verdict
Share price
$216.80
close of Oct 3, 2026
Fair value
$107.51
Sticker Price
Payback Price
$43.00
buy price
GNRC is Overpriced: at $216.80 it trades 102% above its fair value of $107.51. Its buy price (Payback Price) is $43.00, 80% below today's price. Business quality is solid: 3 of 5 key numbers clear 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
3 of 5 clear the 10% bar. What are the Big Five?
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5 of the investors we track hold GNRC. In Q2 2026, 2 trimmed and 1 sold out. Who we track
John Rogers
Ariel Investments · as of Q2 2026
$292.2M
997,951 shares
David Katz
Matrix Asset Advisors · as of Q2 2026
$31.3M
107,043 shares
Mairs & Power Funds
Mairs & Power Funds · as of Q2 2026
$27.3M
93,395 shares
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$1.4M
4,890 shares
Lee Ainslie
Maverick Capital · as of Q2 2026
$656K
2,239 shares
Insider activity
Since Jul 1, 2026: no open-market purchases, 12 sales worth $3.6M and 10 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
Taffe Norman P
President Generac Home · 2026-09-08
Sold
$19K
Taffe Norman P
President Generac Home · 2026-09-08
Sold
$19K
Taffe Norman P
President Generac Home · 2026-09-08
Sold
$38K
Jagdfeld Aaron
Chief Executive Officer · 2026-09-01
Sold
$911K
Raabe Kyle Andrew
President, Home Power Gen. · 2026-08-07
Sold
$45K
Show all 12 salesShow fewer
Taffe Norman P
President Generac Home · 2026-08-05
Sold
$33K
Taffe Norman P
President Generac Home · 2026-08-05
Sold
$22K
Taffe Norman P
President Generac Home · 2026-08-05
Sold
$44K
Jagdfeld Aaron
Chief Executive Officer · 2026-08-03
Sold
$974K
Taffe Norman P
President Generac Home · 2026-07-06
Sold
$26K
Taffe Norman P
President Generac Home · 2026-07-06
Sold
$51K
Jagdfeld Aaron
Chief Executive Officer · 2026-07-01
Sold
$1.4M
Other filings
Taffe Norman P
President Generac Home · 2026-09-08
Option exercise
$12K
Taffe Norman P
President Generac Home · 2026-09-01
Tax withholding
$713K
Raabe Kyle Andrew
President, Home Power Gen. · 2026-08-07
Option exercise
$22K
Taffe Norman P
President Generac Home · 2026-08-05
Option exercise
$18K
Taffe Norman P
President Generac Home · 2026-08-05
Option exercise
$12K
Show all 10 other filingsShow fewer
Morgan Bennett J
director · 2026-07-31
Award
$33K
Zarcone Dominick P
director · 2026-07-31
Award
$25K
LAMPEREUR ANDREW
director · 2026-07-31
Award
$31K
Taffe Norman P
President Generac Home · 2026-07-06
Option exercise
$12K
Taffe Norman P
President Generac Home · 2026-07-06
Option exercise
$18K
About Generac Holdings Inc.
Generac Holdings Inc. specializes in the engineering, manufacturing, and global distribution of diverse power generation systems, energy storage solutions, and related electrical products. The company caters to residential users, light commercial enterprises, and industrial sectors worldwide. At its core, Generac produces vital components such as engines, alternators, batteries, advanced electronic controls, and…
Industrial - Machinery
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works