Global Industrial (GIC)

Industrials · Industrial Distribution
$42.95 +0.92% on the day Market cap $1.7B 52-week range $26.40 to $44.36 Prices as of Oct 11, 2026

What the price implies

A reverse DCF: instead of guessing a fair value, it asks what growth today's price already assumes. How it works.

Free cash flow growth the price needs
6% a year for 10 years

At a market value of $1.7B, Global Industrial's free cash flow of $75M (fiscal 2025) would need to grow about 6% a year for the stock to be worth today's price. That is close to what the company has delivered over the last 8 years.

Assumes a 9% discount rate and 3% growth after year 10, on free cash flow (operating cash flow minus capital spending) from Global Industrial's SEC filings. Change any assumption, or model revenue and margins instead, in the Modeling tab, or try your own numbers in the reverse DCF calculator.

Implied by the price6.5% a year
Free cash flow, last 8 years7.1% a year
Revenue, same period7.0% a year
Price to free cash flow22.4x

Fundamental grade

C

Five factors scored 1 to 9 from GIC's latest numbers, weighted into one grade. It describes the business, not whether the stock is a buy.

Valuation5
Profitability6
Growth7
Financial health6
Cash efficiency4

Results from SEC filings

Fiscal years, from Global Industrial's 10-K filings. Ten years of the full income statement, balance sheet and cash flow.

Fiscal year20212022202320242025
Revenue$1.1B$1.2B$1.3B$1.3B$1.4B
Net income$103M$79M$71M$61M$72M
Free cash flow$46M$43M$108M$47M$75M
EPS (diluted)$2.71$2.06$1.84$1.58$1.85
Operating margin8.3%9.0%7.6%6.1%7.1%

Superinvestors who own GIC

From each investor's latest 13F filing (what a 13F shows). 1 of the investors we track hold it.

InvestorLast quarterValue% of portfolioQuarter
Cliff Asness
AQR Capital Management
Added $4M0.00%Q2 2026

Insider buying

Open-market purchases by Global Industrial's executives and directors in the last 12 months, from SEC Form 4 filings. What insider buying tells you. Every purchase since records began.

DateInsiderSharesPriceValue
Aug 24, 2026 Claudia Hughes
SVP & Chief Sales Officer
15$38.67$580
May 26, 2026 Claudia Hughes
SVP & Chief Sales Officer
16$29.48$472
Mar 16, 2026 Claudia Hughes
SVP & Chief Sales Officer
15$30.53$458
Nov 17, 2025 Claudia Hughes
SVP & Chief Sales Officer
16$26.80$429

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In the full deep dive

DCF fair value per share
Yearly return (IRR) at today's price
Growth implied by revenue and margins
15+ years of statements and quarters

Questions

What growth does Global Industrial's stock price imply?

At a market value of $1.7B, Global Industrial would need its free cash flow to grow about 6% a year for 10 years (discounted at 9%, 3% growth after that) to be worth today's price. Over the last 8 years its free cash flow grew 7% a year.

Are Global Industrial insiders buying the stock?

4 open-market insider purchases of GIC in the last 12 months, from SEC Form 4 filings.

Which superinvestors own Global Industrial?

1 of the superinvestors Investingly tracks hold GIC in their latest 13F, including Cliff Asness.

Prices and ratios as of Oct 11, 2026; statements from SEC filings. Information only, not investment advice. Superinvestor holdings come from 13F filings, which are filed up to 45 days after each quarter ends.