Assessing Generac Holdings (GNRC) Valuation As Data Center Demand And New Facility Support C&I Growth

Simply Wall St.01-19

Generac Holdings (GNRC) is back in focus after acquiring a new manufacturing facility in Sussex, Wisconsin, aimed at expanding production of commercial and industrial backup power products, including ...

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See our latest analysis for Generac Holdings. Those capacity investments come as momentum in Generac’s share price has picked up recently, with a 7 day share price return of 5.28% and a 30 day share price return of 15.77%, even though the 1 year total shareholder return is roughly flat and the 5 year total shareholder return reflects a 42.06% decline. If you are looking beyond Generac for other equipment makers tied to large infrastructure and power needs, it may be worth scanning aerospace and defense stocks as a way to spot comparable industrial names. With shares up over the past month but still carrying an indicated intrinsic discount and room to the average analyst price target, you have to ask: Is Generac still undervalued, or is the market already pricing in its future growth? AdvertisementMost Popular Narrative: 23.3% Undervalued Against Generac Holdings' last close of US$160.85, the most followed narrative points to a fair value near US$209.59, suggesting a meaningful valuation gap that rests on specific growth, margin, and cash flow assumptions rather than short term share price moves.  Structural improvements in gross margins, supported by favorable pricing realization, supply chain efficiencies, and cost control initiatives, are driving durable improvement in EBITDA margins (raised outlook to 18–19%); as the energy technology segment's development costs subside and C&I revenue scales, margin expansion is likely to be sustainable through 2026 and beyond.  Read the complete narrative. Curious what kind of revenue growth and margin lift have to come together to back that higher fair value, and what earnings multiple ties it all up? The full narrative lays out a detailed roadmap of sales expansion, profitability shifts, and valuation assumptions that go far beyond a simple headline P/E. Result: Fair Value of $209.59 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this hinges on outage-driven demand for home standby generators, as well as a clean energy segment that is still pressuring margins and needs a reset. Find out about the key risks to this Generac Holdings narrative.  Build Your Own Generac Holdings Narrative If you see the numbers differently or want to stress test your own assumptions against the data, you can build a custom Generac view in just a few minutes with Do it your way. A good starting point is our analysis highlighting 4 key rewards investors are optimistic about regarding Generac Holdings. Looking for more investment ideas? If Generac has sparked your interest, do not stop there. Use the Simply Wall St Screener to spot fresh opportunities that might fit your style and goals.  Target potential mispricings by scanning these 875 undervalued stocks based on cash flows that the market may be overlooking relative to their cash flow profiles. Ride powerful technology shifts by checking out these 24 AI penny stocks that are tied to artificial intelligence themes across different industries. Strengthen your income focus by reviewing these 12 dividend stocks with yields > 3% that offer yields above 3% and could complement growth oriented holdings.   This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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