Munger Mode rating: 2 out of 5 — Sell. Our own rating from the research report below, on business quality first: moat durability and management, with price separating the top three.
We have spent a lifetime looking for businesses that are simple, dominant, and able to compound capital at high rates for decades without needing much of it. Generac gives us exactly half of that. Inside this company sits one genuinely fine franchise — the home standby generator business, where Generac holds roughly 70% of the North American market and enjoys real pricing power through a dealer network nobody has replicated in forty years. If that were the whole company, we would be having a different conversation. But it is not the whole company.
Recent filings analysed: 10-Q (2026-08-04), 8-K (2026-07-29), 8-K (2026-06-12), 10-Q (2026-05-05).
Stock screener · Superinvestor 13F holdings · Analyst sentiment · Market valuation