Mueller Industries vs Timken
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The short version
- Timken is the larger business, with $4.6B of revenue in fiscal 2025 against $4.2B for Mueller Industries.
- Mueller Industries grew revenue faster (10.9%, against 0.2%).
- Mueller Industries kept more of each dollar of sales as operating profit (22.9% operating margin, against 11.8%).
- Mueller Industries turned more of its sales into free cash flow (16.4% FCF margin, against 8.9%).
- Mueller Industries earned a higher return on the capital invested in it (40.3%, against 8.6%).
| Latest fiscal year | MLI · FY25 | TKR · FY25 |
|---|---|---|
| Size | ||
| Market cap | $11.9B | $7.7B |
| Revenue | $4.2B | $4.6B |
| Free cash flow | $687M | $406M |
| Net income | $765M | $288M |
| Growth | ||
| Revenue growth | 10.9% | 0.2% |
| 5-year growth | 11.8% | 5.5% |
| Share count change | −2.2% | −0.7% |
| Profitability | ||
| Gross margin | — | 30.4% |
| Operating margin | 22.9% | 11.8% |
| Net margin | 18.3% | 6.3% |
| FCF margin | 16.4% | 8.9% |
| Return on capital | 40.3% | 8.6% |
| Return on equity | 25.6% | 9.6% |
| Balance sheet | ||
| Net debt | −$1.4B | $1.6B |
| Net debt / EBITDA | −1.4x | 2.0x |
| Dividends and buybacks | $353M | $156M |
| Valuation & quality | ||
| P/E | — | 29.6x |
| Piotroski F-score | 6 | 6 |
Revenue
FY16
MLI $2.1B
TKR $2.7B
FY17
MLI $2.3B
TKR $3.0B
FY18
MLI $2.5B
TKR $3.6B
FY19
MLI $2.4B
TKR $3.8B
FY20
MLI $2.4B
TKR $3.5B
FY21
MLI $3.8B
TKR $4.1B
FY22
MLI $4.0B
TKR $4.5B
FY23
MLI $3.4B
TKR $4.8B
FY24
MLI $3.8B
TKR $4.6B
FY25
MLI $4.2B
TKR $4.6B
MLI
TKR
Operating margin
FY16
MLI 7.5%
TKR 9.2%
FY17
MLI 6.7%
TKR 10.0%
FY18
MLI 6.9%
TKR 12.7%
FY19
MLI 7.9%
TKR 13.6%
FY20
MLI 10.3%
TKR 13.0%
FY21
MLI 17.4%
TKR 12.4%
FY22
MLI 22.0%
TKR 13.5%
FY23
MLI 22.1%
TKR 13.8%
FY24
MLI 20.4%
TKR 13.4%
FY25
MLI 22.9%
TKR 11.8%
MLI
TKR
Free cash flow
FY16
MLI $120M
TKR $266M
FY17
MLI −$2.1M
TKR $132M
FY18
MLI $129M
TKR $220M
FY19
MLI $169M
TKR $410M
FY20
MLI $201M
TKR $456M
FY21
MLI $280M
TKR $239M
FY22
MLI $686M
TKR $285M
FY23
MLI $619M
TKR $357M
FY24
MLI $566M
TKR $306M
FY25
MLI $687M
TKR $406M
MLI
TKR
Return on capital
FY16
MLI 12.8%
TKR 10.5%
FY17
MLI 12.5%
TKR 12.3%
FY18
MLI 14.7%
TKR 13.1%
FY19
MLI 15.6%
TKR 12.2%
FY20
MLI 18.4%
TKR 9.7%
FY21
MLI 44.6%
TKR 11.6%
FY22
MLI 56.6%
TKR 12.1%
FY23
MLI 50.1%
TKR 11.7%
FY24
MLI 40.7%
TKR 9.9%
FY25
MLI 40.3%
TKR 8.6%
MLI
TKR
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.