WallStSmart

Griffon Corporation (GFF)vsLennox International Inc (LII)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lennox International Inc generates 105% more annual revenue ($5.20B vs $2.54B). LII leads profitability with a 15.5% profit margin vs 1.8%. GFF appears more attractively valued with a PEG of 0.54. LII earns a higher WallStSmart Score of 56/100 (C).

GFF

Buy

55

out of 100

Grade: C

Growth: 2.7Profit: 7.5Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 2.25

LII

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 9.0Value: 7.3Quality: 6.3
Piotroski: 3/9Altman Z: 4.22
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GFFSignificantly Overvalued (-1267.4%)

Margin of Safety

-1267.4%

Fair Value

$6.87

Current Price

$72.36

$65.49 premium

UndervaluedFair: $6.87Overvalued
LIISignificantly Overvalued (-259.6%)

Margin of Safety

-259.6%

Fair Value

$155.04

Current Price

$481.68

$326.64 premium

UndervaluedFair: $155.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GFF2 strengths · Avg: 8.5/10
Return on EquityProfitability
26.5%9/10

Every $100 of equity generates 27 in profit

PEG RatioValuation
0.548/10

Growing faster than its price suggests

LII2 strengths · Avg: 10.0/10
Return on EquityProfitability
75.8%10/10

Every $100 of equity generates 76 in profit

Altman Z-ScoreHealth
4.2210/10

Safe zone — low bankruptcy risk

Areas to Watch

GFF4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
2.6%4/10

2.6% revenue growth

Profit MarginProfitability
1.8%3/10

1.8% margin — thin

P/E RatioValuation
71.6x2/10

Premium valuation, high expectations priced in

Price/BookValuation
30.9x2/10

Trading at 30.9x book value

LII4 concerns · Avg: 2.8/10
Price/BookValuation
14.4x4/10

Trading at 14.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.2%2/10

Revenue declined 11.2%

EPS GrowthGrowth
-17.9%2/10

Earnings declined 17.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : GFF

The strongest argument for GFF centers on Return on Equity, PEG Ratio. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bull Case : LII

The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.5% and operating margin at 19.8%. PEG of 1.37 suggests the stock is reasonably priced for its growth.

Bear Case : GFF

The primary concerns for GFF are Revenue Growth, Profit Margin, P/E Ratio. A P/E of 71.6x leaves little room for execution misses. Debt-to-equity of 15.68 is elevated, increasing financial risk.

Bear Case : LII

The primary concerns for LII are Price/Book, Piotroski F-Score, Revenue Growth.

Key Dynamics to Monitor

GFF profiles as a value stock while LII is a declining play — different risk/reward profiles.

GFF carries more volatility with a beta of 1.25 — expect wider price swings.

GFF is growing revenue faster at 2.6% — sustainability is the question.

LII generates stronger free cash flow (377M), providing more financial flexibility.

Bottom Line

LII scores higher overall (56/100 vs 55/100), backed by strong 15.5% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Griffon Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Griffon Corporation engages in the consumer and professional products, home and construction products, and defense electronics businesses primarily in the United States, Europe, Canada, Australia, the United Kingdom, Mexico, and China. The company is headquartered in New York, New York.

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Lennox International Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.

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