LON:GFTU
Grafton Group Plc
ACTIONABLEMethodology gates passed
Position levels
Currenttoday
1042.80p
Buy <=wait / entry
913.33p
Trim >=take some off
1100.00p
Thesis breakA profit warning from Grafton Group, a UK Merchanting like-for-like revenue prin...
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Scenario-weighted conviction
| Probability | Score | Contribution | |
|---|---|---|---|
| Bull case | 25% | 100 / 100 | 25.0 |
| Base case | 50% | 62 / 100 | 31.0 |
| Bear case | 25% | 10 / 100 | 2.5 |
| Weighted conviction | 59 / 100 - OPPORTUNISTIC BUY | ||
Top risks
- Strong Buy consensus from 4 analysts with average 12-month price target of 1181.25p
- Multiple scheduled trading updates and final results releases in 2026
- UK construction cycle risk with revenues highly correlated to UK housebuilding and commercial activity