ATS vs Graco
ATS and Graco are similar in size: $2.15bn and $2.24bn of revenue in their latest fiscal years. ATS grew faster (18.1% against 5.8%). Graco kept more of each dollar of sales as profit: a net margin of 23.3% against 2.4%. Graco carries less debt relative to equity (0.1% against 72.1%).
| Latest fiscal year | ATSATS, 2026 | GracoGGG, 2025 |
|---|---|---|
| Revenue | $2.15bn | $2.24bn |
| Revenue growth | 18.1% | 5.8% |
| Net income | $51.9m | $522m |
| Operating margin | 6.7% | 27.9% |
| Net margin | 2.4% | 23.3% |
| Return on equity | 4.2% | 19.9% |
| Free cash flow | $300m | $638m |
| Cash | $204m | $624m |
| Total debt | $918m | $1.6m |
| Debt to equity | 72.1% | 0.1% |
| Dividend per share | — | $1.12 |
| Dividend yield | — | 1.7% |
| Share buybacks | $7.2m | $423m |
| Employees | — | — |
| Market value | $1.86bn | $11.26bn |
| Price vs our value range | Below our value range | Within our value range |
| Moat score | — | 91 (Strong) |
| Insider trades, 12 months | 0 buys, 0 sales | 1 buys, 7 sales |