MWA vs NWN vs AWK vs FELE vs GFF

For growth investors, Northwest Natural Holding Company (NWN) is the stronger pick with 11.

8% revenue growth year-over-year, versus -3. 9% for Griffon Corporation (GFF). Northwest Natural Holding Company (NWN) offers the better valuation at 18. 1x trailing P/E (16. 4x forward), making it the more compelling value choice. Analysts rate Griffon Corporation (GFF) a "Buy" — based on 7 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

On trailing P/E, Northwest Natural Holding Company (NWN) is the cheapest at 18.

1x versus Griffon Corporation at 83. 2x. On forward P/E, Northwest Natural Holding Company is actually cheaper at 16. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Mueller Water Products, Inc. wins at 0. 84x versus Northwest Natural Holding Company's 4. 55x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

Over the past 5 years, Griffon Corporation (GFF) delivered a total return of +265.

3%, compared to -8. 1% for American Water Works Company, Inc. (AWK). Over 10 years, the gap is even starker: GFF returned +558. 1% versus NWN's +22. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

By beta (market sensitivity over 5 years), American Water Works Company, Inc.

(AWK) is the lower-risk stock at -0. 48β versus Griffon Corporation's 1. 36β — meaning GFF is approximately -385% more volatile than AWK relative to the S&P 500. On balance sheet safety, Franklin Electric Co. , Inc. (FELE) carries a lower debt/equity ratio of 21% versus 22% for Griffon Corporation — giving it more financial flexibility in a downturn.

By revenue growth (latest reported year), Northwest Natural Holding Company (NWN) is pulling ahead at 11.

8% versus -3. 9% for Griffon Corporation (GFF). On earnings-per-share growth, the picture is similar: Mueller Water Products, Inc. grew EPS 64. 9% year-over-year, compared to -74. 2% for Griffon Corporation. Over a 3-year CAGR, AWK leads at 10. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

American Water Works Company, Inc.

(AWK) is the more profitable company, earning 21. 6% net margin versus 2. 0% for Griffon Corporation — meaning it keeps 21. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AWK leads at 36. 6% versus 8. 2% for GFF. At the gross margin level — before operating expenses — AWK leads at 43. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Mueller Water Products, Inc. (MWA) is the more undervalued stock at a PEG of 0. 84x versus Northwest Natural Holding Company's 4. 55x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Northwest Natural Holding Company (NWN) trades at 16. 4x forward P/E versus 21. 8x for Franklin Electric Co. , Inc. — 5. 3x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for MWA: 23. 9% to $33. 33.

All stocks in this comparison pay dividends.

Northwest Natural Holding Company (NWN) offers the highest yield at 3. 8%, versus 0. 9% for Griffon Corporation (GFF).

For long-horizon retirement investors, American Water Works Company, Inc.

(AWK) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0. 48), 2. 6% yield, +100. 9% 10Y return). Both have compounded well over 10 years (AWK: +100. 9%, GFF: +558. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

These companies operate in different sectors (MWA (Industrials) and NWN (Utilities) and AWK (Utilities) and FELE (Industrials) and GFF (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.

In terms of investment character: MWA is a small-cap quality compounder stock; NWN is a small-cap income-oriented stock; AWK is a mid-cap quality compounder stock; FELE is a small-cap quality compounder stock; GFF is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.