Hubbell vs Timken
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KIRA’s take AI analyst
I put Hubbell and Timken side by side, using each one’s latest annual report. Here is what stands out:
- Hubbell is the larger business, with $5.8B of revenue in fiscal 2025 against $4.6B for Timken.
- Hubbell grew revenue faster (3.8%, against 0.2%).
- Hubbell kept more of each dollar of sales as operating profit (20.7% operating margin, against 11.8%).
- Hubbell turned more of its sales into free cash flow (15.0% FCF margin, against 8.9%).
- Hubbell earned a higher return on the capital invested in it (18.7%, against 8.6%).
- Investors pay more for each dollar of Timken’s earnings: a P/E of 29.9x against 27.1x for Hubbell.
Who comes out ahead
Of the 11 measures where higher (or lower) is clearly better, how many each company leads.
Hubbell
HUBB
11/11
Revenue growth5-year growthGross marginOperating marginNet marginFCF marginReturn on capitalReturn on equityPiotroski F-scoreNet debt / EBITDAShare count change
Timken
TKR
0/11
Side by side
Best in the row
| Latest fiscal year | HUBB FY25 | TKR FY25 |
|---|---|---|
| Size | ||
| Market cap | $24.5B | $7.7B |
| Revenue | $5.8B | $4.6B |
| Free cash flow | $875M | $406M |
| Net income | $887M | $288M |
| Growth | ||
| Revenue growth | 3.8% | 0.2% |
| 5-year growth | 9.7% | 5.5% |
| Share count change | −0.9% | −0.7% |
| Profitability | ||
| Gross margin | 35.3% | 30.4% |
| Operating margin | 20.7% | 11.8% |
| Net margin | 15.2% | 6.3% |
| FCF margin | 15.0% | 8.9% |
| Return on capital | 18.7% | 8.6% |
| Return on equity | 24.5% | 9.6% |
| Balance sheet | ||
| Net debt | $1.8B | $1.6B |
| Net debt / EBITDA | 1.3x | 2.0x |
| Dividends and buybacks | $225M | $156M |
| Valuation & quality | ||
| P/E | 27.1x | 29.9x |
| Piotroski F-score | 7 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
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.