Industrials
187 companies across 23 industries Β· combined market cap $6.34T
Median revenue growth
4.7%
Median operating margin
12.3%
Median fcf margin
9.9%
Median return on capital
13.6%
Median p/e
26.0x
Industrial Machinery & Supplies & Components Β· 28
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Parker Hannifin PH | $112.8B | $21.5B | 8.3% | 23.6% | 17.6% | 30.9x | 1.4% |
| Illinois Tool Works ITW | $79.1B | $16.0B | 0.9% | 26.3% | 30.2% | 25.0x | 1.2% |
| W. W. Grainger GWW | $63.7B | $17.9B | 4.5% | 13.9% | 32.3% | 34.4x | 0.7% |
| Otis Worldwide OTIS | $28.8B | $14.4B | 1.2% | 14.8% | 116.6% | 19.3x | 0.6% |
| Ingersoll Rand IR | $28.8B | $7.7B | 5.8% | 15.0% | 6.5% | 30.2x | 0.9% |
| Dover DOV | $26.9B | $8.1B | 4.5% | 17.0% | 12.0% | 23.2x | 1.9% |
| Xylem XYL | $25.7B | $9.0B | 5.5% | 13.5% | 8.1% | 25.9x | 0.5% |
| Hubbell HUBB | $23.9B | $5.8B | 3.8% | 20.7% | 18.7% | 26.5x | 0.5% |
| Fortive FTV | $18.8B | $4.2B | 1.9% | 17.3% | 5.7% | 36.1x | 0.3% |
| Snap-on SNA | $18.7B | $5.2B | 0.9% | 25.8% | 19.2% | 18.6x | 0.2% |
| Nordson NDSN | $17.9B | $2.8B | 3.8% | 25.5% | 11.6% | 32.3x | 0.0% |
| ITT ITT | $17.1B | $3.9B | 8.5% | 17.4% | 16.8% | 37.2x | 1.0% |
| IDEX IEX | $17.0B | $3.5B | 5.8% | 20.2% | 10.2% | 33.0x | 1.0% |
| RBC Bearings RBC | $15.0B | $1.9B | 14.3% | 22.5% | 8.0% | 46.6x | 1.3% |
| Stanley Black & Decker SWK | $14.9B | $15.1B | β1.5% | β | 6.2% | 24.2x | 0.3% |
| Carpenter Technology CRS | $14.2B | $3.1B | 8.6% | 22.5% | 23.7% | 25.1x | 2.6% |
| Lincoln Electric LECO | $14.1B | $4.2B | 5.6% | 17.0% | 24.5% | 25.5x | 0.4% |
| Mueller Industries MLI | $11.9B | $4.2B | 10.9% | 22.9% | 40.3% | 15.8x | 0.8% |
| Graco GGG | $10.9B | $2.2B | 5.8% | 27.9% | 25.8% | 21.6x | 3.3% |
| Crane CR | $10.7B | $2.3B | 8.2% | 18.4% | 15.2% | 32.0x | 3.3% |
| Donaldson DCI | $10.0B | $3.9B | 5.3% | 15.4% | 19.4% | 22.0x | 1.5% |
| Pentair PNR | $9.1B | $4.2B | 2.3% | 20.5% | 14.0% | 13.5x | 0.3% |
| Flowserve FLS | $8.8B | $4.7B | 3.8% | 8.5% | 9.4% | 23.8x | 0.6% |
| Valmont Industries VMI | $8.5B | $4.1B | 0.7% | 10.1% | 17.9% | 17.0x | 0.2% |
| SPX Technologies SPXC | $8.1B | $2.3B | 14.2% | 15.5% | 13.0% | 28.8x | 0.2% |
| Timken TKR | $7.7B | $4.6B | 0.2% | 11.8% | 8.6% | 29.6x | 0.9% |
| Middleby MIDD | $5.1B | $3.2B | 1.6% | 18.0% | 8.7% | β | 0.3% |
| ESAB ESAB | $4.1B | $2.8B | 3.7% | 14.5% | 11.0% | 24.1x | 0.1% |
Aerospace & Defense Β· 26
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| GE Aerospace GE | $297.4B | $45.9B | 18.5% | β | 35.8% | 33.0x | 2.7% |
| RTX RTX | $261.3B | $88.6B | 9.7% | 10.5% | 7.8% | 31.0x | 1.9% |
| Boeing BA | $148.9B | $89.5B | 34.5% | 4.8% | 13.5% | 67.0x | 0.4% |
| Lockheed Martin LMT | $139.9B | $75.0B | 5.6% | 10.3% | 27.1% | 21.5x | 2.4% |
| General Dynamics GD | $95.8B | $52.6B | 10.1% | 10.2% | 14.4% | 22.6x | 0.4% |
| Northrop Grumman NOC | $78.5B | $42.0B | 2.2% | 10.8% | 13.5% | 17.4x | 0.2% |
| Howmet Aerospace HWM | $74.7B | $8.3B | 11.1% | 24.8% | 22.4% | 40.1x | 3.8% |
| TransDigm Group TDG | $63.4B | $8.8B | 11.2% | 47.2% | 22.5% | 33.5x | 3.2% |
| L3Harris LHX | $47.6B | $21.9B | 2.5% | 9.7% | 5.8% | 25.6x | 0.1% |
| Axon Enterprise AXON | $34.7B | $2.8B | 33.5% | β2.2% | β2.2% | 174.4x | 1.4% |
| Elbit Systems ESLT | $34.5B | $7.9B | 16.3% | 8.5% | 18.0% | β | οΏ½οΏ½ |
| ATI ATI | $21.7B | $4.6B | 5.2% | 14.0% | 16.7% | 46.0x | 3.1% |
| Curtiss-Wright CW | $17.2B | $3.5B | 12.1% | 18.1% | 15.9% | 32.0x | 2.0% |
| Textron TXT | $13.4B | $14.8B | 8.0% | β | β | 14.5x | 1.6% |
| BWX Technologies BWXT | $11.7B | $3.2B | 18.3% | 12.7% | 13.9% | 33.0x | 0.1% |
| Moog MOG-A | $11.0B | $3.9B | 7.0% | 11.7% | 11.7% | 29.0x | 0.1% |
| Huntington Ingalls Industries HII | $10.8B | $12.5B | 8.2% | 5.3% | 7.3% | 16.3x | 1.7% |
| Kratos Defense & Security Solutions KTOS | $7.4B | $1.3B | 18.5% | 1.9% | 1.2% | β | 1.1% |
| StandardAero SARO | $7.2B | $6.1B | 15.8% | 9.1% | 8.9% | 22.5x | 0.3% |
| AeroVironment AVAV | $6.1B | $2.0B | 140.9% | β15.7% | β9.1% | β | 4.7% |
| Hexcel HXL | $6.1B | $1.9B | β0.5% | 9.1% | 6.5% | 35.9x | 2.0% |
| Parsons PSN | $5.3B | $6.4B | β5.7% | 6.6% | 9.8% | 23.5x | 2.6% |
| Planet Labs PL | $4.8B | $308M | 25.9% | β30.9% | β70.1% | β | 2.5% |
| Joby Aviation JOBY | $4.6B | $53.4M | 39,183.1% | β1,346.9% | β | β | 1.3% |
| Archer Aviation ACHR | $3.1B | $0.3M | β | β243,100.0% | β | β | 2.9% |
| Intuitive Machines LUNR | $1.7B | $210M | β7.9% | β41.5% | β | β | 0.7% |
Building Products Β· 16
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Trane Technologies TT | $99.0B | $21.3B | 7.5% | 18.6% | 29.0% | 33.7x | 0.9% |
| Johnson Controls JCI | $88.4B | $23.6B | 2.8% | β | 8.2% | 26.0x | 0.7% |
| Carrier Global CARR | $47.4B | $21.7B | β3.3% | 10.0% | 8.0% | 36.8x | 0.4% |
| Masco MAS | $15.5B | $7.6B | β3.4% | 16.5% | 40.4% | 18.9x | 2.6% |
| Allegion ALLE | $15.2B | $4.1B | 7.8% | 21.1% | 21.5% | 22.3x | 1.4% |
| Lennox International LII | $13.2B | $5.2B | β2.7% | 20.1% | 40.1% | 16.7x | 0.7% |
| Watts Water Technologies WTS | $12.0B | $2.4B | 8.3% | 18.4% | 20.5% | 31.3x | 0.5% |
| Advanced Drainage Systems WMS | $10.0B | $3.1B | 5.0% | 20.3% | 15.8% | 22.5x | 0.4% |
| Owens Corning OC | $9.2B | $10.1B | 2.6% | 3.6% | 1.9% | β | 1.9% |
| A. O. Smith AOS | $8.5B | $3.8B | 0.3% | 19.0% | 30.7% | 17.1x | 1.3% |
| Simpson Manufacturing SSD | $7.6B | $2.3B | 4.5% | 19.6% | 17.5% | 20.2x | 1.4% |
| AAON AAON | $5.8B | $1.4B | 20.1% | 10.1% | 10.8% | 36.1x | 1.1% |
| Louisiana-Pacific LPX | $5.2B | $2.7B | β7.9% | 7.7% | 9.0% | 94.6x | 1.5% |
| Trex TREX | $5.2B | $1.2B | 2.0% | 22.0% | β | 29.8x | 1.4% |
| Fortune Brands Innovations FBIN | $5.1B | $4.5B | β3.2% | 11.6% | 7.7% | 34.7x | 1.8% |
| UFP Industries UFPI | $4.4B | $6.3B | β5.0% | 5.8% | 11.8% | 18.6x | 3.0% |
Electrical Components & Equipment Β· 14
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Eaton ETN | $142.6B | $27.4B | 10.3% | β | 15.8% | 37.2x | 0.8% |
| Emerson Electric EMR | $90.7B | $18.0B | 3.0% | β | 7.6% | 35.4x | 0.8% |
| Vertiv VRT | $76.3B | $10.2B | 27.7% | 17.9% | 30.2% | 44.0x | 0.6% |
| Bloom Energy BE | $62.7B | $2.0B | 37.3% | 3.6% | 5.8% | 117.9x | 11.2% |
| Ametek AME | $55.2B | $7.4B | 6.6% | 25.8% | 13.2% | 35.1x | 0.5% |
| Rockwell Automation ROK | $47.6B | $8.3B | 0.9% | 20.4% | 20.9% | 39.9x | 0.5% |
| nVent Electric NVT | $20.6B | $3.9B | 29.5% | 15.8% | 9.3% | 34.4x | 1.8% |
| Woodward WWD | $18.5B | $3.6B | 7.3% | β | 16.8% | 33.8x | 0.4% |
| Nextpower NXT | $12.2B | $3.6B | 20.3% | 19.6% | 54.5% | 20.4x | 1.6% |
| Acuity Brands AYI | $9.9B | $4.6B | 6.8% | 15.4% | 17.9% | 18.7x | 0.5% |
| Regal Rexnord RRX | $9.9B | $5.9B | β1.7% | 11.5% | 4.8% | 30.5x | 0.5% |
| Vicor VICR | $8.3B | $453M | 26.1% | 18.1% | β | 58.7x | 2.2% |
| EnerSys ENS | $6.2B | $3.8B | 3.7% | 11.4% | 13.7% | 17.8x | 1.5% |
| Sensata Technologies ST | $5.9B | $3.7B | β5.8% | 6.4% | 2.2% | 67.3x | 0.8% |
Construction & Engineering Β· 12
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Quanta Services PWR | $83.3B | $28.5B | 20.3% | 5.7% | 9.5% | 62.6x | 1.1% |
| Comfort Systems USA FIX | $40.9B | $9.1B | 29.5% | 14.4% | 73.3% | 25.1x | 9.3% |
| Emcor EME | $28.9B | $17.0B | 16.6% | 10.1% | 60.7% | 20.2x | 1.9% |
| Jacobs Solutions J | $17.2B | $12.0B | 4.6% | 7.2% | 10.1% | 50.9x | 0.8% |
| APi Group APG | $17.2B | $7.9B | 12.7% | 7.0% | 7.7% | β | 1.7% |
| MasTec MTZ | $13.5B | $14.3B | 16.2% | β | 11.2% | 27.3x | 0.3% |
| Sterling Infrastructure STRL | $11.0B | $2.5B | 17.7% | 16.3% | 40.8% | 25.6x | 4.7% |
| Tetra Tech TTEK | $9.6B | $5.4B | 4.7% | 7.5% | 11.2% | 22.3x | 0.5% |
| AECOM ACM | $7.8B | $16.1B | 0.2% | 6.4% | 22.4% | 27.8x | 0.6% |
| Dycom Industries DY | $6.8B | $5.5B | 18.0% | β | 10.9% | 20.5x | 0.3% |
| Fluor FLR | $6.2B | $15.5B | β5.0% | β2.4% | β13.9% | β | 1.5% |
| IES IESC | $4.3B | $3.4B | 16.9% | 11.4% | 50.5% | 9.5x | 3.3% |
Construction Machinery & Heavy Transportation Equipment Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Caterpillar CAT | $317.7B | $67.6B | 4.3% | 16.5% | 18.5% | 29.6x | 2.4% |
| Cummins CMI | $71.7B | $33.7B | β1.3% | 12.0% | 18.3% | 26.4x | 0.4% |
| Paccar PCAR | $56.4B | $28.4B | β15.5% | β | β | 22.5x | 2.4% |
| Wabtec WAB | $46.0B | $11.2B | 7.5% | 16.1% | 9.1% | 33.8x | 1.5% |
| Allison Transmission ALSN | $8.9B | $3.0B | β6.7% | 29.2% | 20.8% | 16.9x | 3.0% |
| Oshkosh OSK | $8.3B | $10.4B | β2.9% | 9.0% | 14.8% | 14.7x | 1.9% |
| GATX GATX | $5.9B | $1.7B | 9.8% | β | 4.0% | 16.4x | 1.2% |
| Terex TEX | $5.9B | $5.4B | 5.7% | 8.8% | 9.0% | β | 1.6% |
Diversified Support Services Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Cintas CTAS | $90.6B | $11.3B | 8.9% | 23.1% | 31.7% | 44.2x | 0.0% |
| Copart CPRT | $27.8B | $4.7B | 0.4% | 35.4% | 19.6% | 18.7x | 0.3% |
| Leidos LDOS | $17.1B | $17.2B | 3.1% | 12.3% | 19.3% | 12.7x | 1.0% |
| RB Global RBA | $15.7B | $4.6B | 7.2% | 15.5% | 7.6% | 36.3x | 0.2% |
| CACI International CACI | $14.1B | $9.6B | 10.9% | 9.6% | 8.8% | 26.0x | 2.4% |
| Science Applications Intl SAIC | $6.2B | $7.3B | β2.9% | 7.2% | 12.8% | 17.0x | 1.5% |
| KBR KBR | $5.0B | $7.8B | 1.0% | 10.0% | 15.8% | 11.8x | 0.8% |
| CoreCivic CXW | $3.0B | $2.2B | 12.7% | β | 6.6% | 24.2x | 2.4% |
Trading Companies & Distributors Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| United Rentals URI | $69.2B | $16.1B | 4.9% | 24.7% | 13.4% | 28.0x | 1.1% |
| Fastenal FAST | $59.7B | $8.2B | 8.7% | 20.2% | 34.3% | 42.2x | 1.6% |
| AerCap AER | $25.7B | $8.5B | 6.5% | β | 8.5% | β | οΏ½οΏ½ |
| WESCO International WCC | $15.7B | $23.5B | 7.8% | 5.2% | 9.4% | 22.0x | 1.7% |
| Watsco WSO | $12.3B | $7.2B | β5.0% | 10.0% | 20.1% | 27.8x | 1.2% |
| Applied Industrial Technologies AIT | $12.0B | $5.0B | 8.8% | 11.1% | 20.8% | 29.0x | 0.8% |
| Core & Main CNM | $8.1B | $7.6B | 2.8% | 9.4% | 13.7% | 17.3x | 0.9% |
| MSC Industrial Direct MSM | $6.4B | $4.0B | 6.4% | 8.0% | 13.2% | 28.6x | 1.3% |
Research & Consulting Services Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Thomson Reuters TRI | $55.4B | $7.5B | 3.0% | 28.5% | 11.8% | β | οΏ½οΏ½ |
| Verisk Analytics VRSK | $26.5B | $3.1B | 6.6% | 43.7% | 35.5% | 29.8x | 3.7% |
| Equifax EFX | $21.5B | $6.1B | 6.9% | 18.0% | 8.5% | 29.5x | 2.6% |
| TransUnion TRU | $15.8B | $4.6B | 9.4% | 18.7% | 7.1% | 22.6x | 2.4% |
| UL Solutions ULS | $15.0B | $3.1B | 6.4% | 17.1% | 26.8% | 29.6x | 0.3% |
| Booz Allen Hamilton BAH | $9.4B | $11.2B | β6.4% | 9.2% | 24.2% | 12.2x | 0.3% |
| FTI Consulting FCN | $4.6B | $3.8B | 2.4% | 10.3% | 16.6% | 18.9x | 0.2% |
| Exponent EXPO | $3.8B | $582M | 4.2% | 20.6% | 52.2% | 34.7x | 0.4% |
Cargo Ground Transportation Β· 8
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Old Dominion ODFL | $38.1B | $5.5B | β5.5% | 24.8% | 24.3% | 35.1x | 3.8% |
| XPO XPO | $21.6B | $8.2B | 1.1% | 8.0% | 9.5% | 54.2x | 2.9% |
| J.B. Hunt JBHT | $21.4B | $12.0B | β0.7% | 7.2% | 13.1% | 31.8x | 2.0% |
| FedEx Freight FDXF | $16.5B | $8.8B | β1.1% | 6.1% | 13.0% | 25.1x | 0.9% |
| Ryder R | $10.5B | $12.7B | 0.2% | β | 7.5% | 20.7x | 2.0% |
| Knight-Swift KNX | $10.0B | $7.5B | 0.8% | 2.9% | 1.6% | β | 2.1% |
| Saia SAIA | $8.9B | $3.2B | 0.8% | 10.9% | 10.2% | 32.1x | 3.6% |
| Landstar System LSTR | $5.6B | $4.7B | β1.6% | 3.2% | 24.9% | 45.8x | 2.1% |
Environmental & Facilities Services Β· 7
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Waste Management WM | $96.3B | $25.2B | 14.2% | 17.1% | 10.9% | 33.9x | 0.1% |
| Republic Services RSG | $74.0B | $19.0B | 3.3% | 17.4% | 10.8% | 34.1x | 0.6% |
| Veralto VLTO | $26.0B | $5.5B | 6.0% | 23.2% | 28.1% | 26.9x | 0.5% |
| Clean Harbors CLH | $16.9B | $6.0B | 2.4% | 11.2% | 10.4% | 43.1x | 0.7% |
| Rollins ROL | $16.7B | $3.8B | 11.0% | 19.3% | 31.0% | 31.9x | 1.4% |
| GEO Group GEO | $3.6B | $2.6B | 8.6% | 9.8% | 6.3% | 12.9x | 1.6% |
| ABM Industries ABM | $3.2B | $8.7B | 4.6% | 3.6% | 7.3% | 19.4x | 0.4% |
Passenger Airlines Β· 6
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Delta Air Lines DAL | $50.6B | $63.4B | 2.8% | 9.2% | 16.0% | 15.3x | 3.1% |
| United Airlines UAL | $32.1B | $59.1B | 3.5% | 8.0% | 15.3% | 9.0x | 4.0% |
| Southwest Airlines LUV | $20.6B | $28.1B | 2.1% | 1.5% | 3.7% | 20.4x | 0.7% |
| American Airlines Group AAL | $8.0B | $54.6B | 0.8% | 2.7% | 5.7% | β | 3.9% |
| Alaska Air Group ALK | $3.8B | $14.2B | 21.3% | 2.1% | 2.9% | β | 2.8% |
| JetBlue JBLU | $987M | $9.1B | β2.3% | β4.1% | β3.6% | β | 0.9% |
Human Resource & Employment Services Β· 5
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Automatic Data Processing ADP | $122.7B | $21.9B | 6.7% | β | 68.8% | 27.8x | 1.2% |
| Paychex PAYX | $42.1B | $6.5B | 16.9% | 38.6% | 26.2% | 23.4x | 0.6% |
| Paylocity PCTY | $9.7B | $1.8B | 11.0% | 21.8% | 26.5% | 36.0x | 0.3% |
| Korn Ferry KFY | $4.0B | $2.9B | 6.4% | 12.8% | 21.9% | 14.8x | 2.6% |
| Upwork UPWK | $1.2B | $788M | 2.4% | 16.4% | 31.0% | 12.3x | 1.0% |
Air Freight & Logistics Β· 5
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| United Parcel Service UPS | $86.0B | $88.7B | β2.7% | 8.9% | 18.4% | 18.8x | 0.5% |
| FedEx FDX | $71.4B | $94.7B | 7.7% | 5.8% | 9.4% | 16.1x | 1.7% |
| Expeditors International EXPD | $25.8B | $11.1B | 4.4% | 9.5% | β | 28.6x | 0.0% |
| C.H. Robinson CHRW | $16.9B | $16.2B | β8.4% | 4.9% | 22.6% | 26.9x | 0.8% |
| GXO Logistics GXO | $5.6B | $13.2B | 12.6% | 1.9% | 2.3% | 42.9x | 1.0% |
Agricultural & Farm Machinery Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Deere DE | $174.9B | $45.7B | β11.7% | β | β | 35.9x | 0.4% |
| CNH Industrial CNH | $14.3B | $18.1B | β8.8% | β | 4.6% | 46.0x | 0.8% |
| Toro TTC | $10.1B | $4.5B | β1.6% | 9.1% | 15.9% | 28.1x | 0.0% |
| AGCO AGCO | $7.6B | $10.1B | β13.6% | 5.9% | 10.4% | 14.7x | 0.1% |
Passenger Ground Transportation Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Uber UBER | $136.7B | $52.0B | 18.3% | 10.7% | 19.7% | 14.6x | 3.4% |
| Grab GRAB | $11.7B | $3.4B | 20.5% | 1.9% | 0.9% | β | οΏ½οΏ½ |
| Lyft LYFT | $6.5B | $6.3B | 9.2% | β3.0% | β12.3% | 2.5x | 2.8% |
| Avis Budget Group CAR | $3.6B | $11.7B | β1.2% | β | β | β | 0.2% |
Industrial Conglomerates Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| 3M MMM | $90.7B | $24.9B | 1.5% | 18.6% | 34.2% | 25.9x | 1.2% |
| Honeywell Technologies HON | $70.6B | $37.4B | 7.9% | 21.7% | 17.1% | 15.0x | 1.3% |
| DuPont DD | $18.7B | $6.8B | 1.9% | β | 1.1% | β | 1.1% |
| Carlisle Companies CSL | $14.0B | $5.0B | 0.3% | 20.0% | 21.9% | 19.8x | 2.1% |
Data Processing & Outsourced Services Β· 4
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Broadridge Financial Solutions BR | $21.5B | $7.5B | 8.5% | 17.4% | 18.3% | 19.1x | 1.5% |
| Genpact G | $7.0B | $5.1B | 6.6% | 14.8% | 19.4% | 12.1x | 2.3% |
| EXL EXLS | $6.6B | $2.1B | 13.6% | 15.0% | 28.4% | 27.1x | 1.4% |
| Maximus MMS | $3.3B | $5.4B | 2.4% | 9.7% | 13.6% | 9.3x | 0.6% |
Rail Transportation Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Union Pacific UNP | $174.1B | $24.5B | 1.1% | 40.2% | 15.9% | 22.8x | 1.8% |
| CSX CSX | $94.1B | $14.1B | β3.1% | 32.1% | 11.3% | 26.5x | 1.7% |
| Norfolk Southern NSC | $74.3B | $12.2B | 0.5% | 35.8% | 11.2% | 27.7x | 2.4% |
Marine Transportation Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Kirby KEX | $7.2B | $3.4B | 3.0% | 14.8% | 8.9% | 20.5x | 1.3% |
| Matson MATX | $6.9B | $3.3B | β2.3% | 14.9% | 14.3% | 15.4x | 0.5% |
| ZIM Integrated Shipping ZIM | $3.5B | $6.9B | β18.1% | 14.7% | 24.9% | β | οΏ½οΏ½ |
Office Services & Supplies Β· 3
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| MSA Safety MSA | $7.1B | $1.9B | 3.7% | 19.8% | 17.3% | 22.7x | 1.2% |
| Pitney Bowes PBI | $2.4B | $1.9B | β6.6% | β | 27.7% | 14.1x | 1.1% |
| MillerKnoll MLKN | $1.5B | $3.8B | 4.7% | 5.2% | 6.1% | 15.0x | 2.5% |
Heavy Electrical Equipment Β· 2
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| GE Vernova GEV | $220.1B | $38.1B | 9.0% | 3.7% | β | 23.4x | 1.5% |
| Generac GNRC | $11.1B | $4.2B | β2.0% | 6.9% | 6.5% | 43.0x | 0.6% |
Security & Alarm Services Β· 1
| Company | Market cap | Revenue | Growth | Op. margin | ROIC | P/E | Day |
|---|---|---|---|---|---|---|---|
| Brink's BCO | $4.6B | $5.3B | 5.0% | 11.1% | 11.4% | 25.8x | 0.0% |