Industrial Machinery Industry Report
Market Cap: $1.7T
Stocks: 51
Median P/E: 23.3x
Median ROIC: 11.0%
Data sourced from SEC EDGAR filings. Report refreshed weekly.
Part of the Industrials sector.
Performance Dashboard
| Period | Sector (MCW) | Sector (Median) |
|---|---|---|
| 1 Day | +2.3% | +0.9% |
| 1 Week | +5.1% | +0.5% |
| 1 Month | — | — |
| 3 Months | — | — |
| 6 Months | — | — |
| YTD | +6.1% | +0.8% |
| 1 Year | +151.8% | +34.9% |
| 3 Years | +225.9% | +30.6% |
| 5 Years | +232.1% | +38.2% |
Today's Breadth: 27 advancing · 13 declining · 2 flat
Valuation Summary
| Metric | Median | P25 | P75 | vs 5Y Avg |
|---|---|---|---|---|
| P/E | 23.3x | 14.1x | 33.0x | +2% |
| P/B | 2.2x | 1.0x | 3.5x | -9% |
| P/S | 1.6x | 0.6x | 2.8x | — |
| P/FCF | 16.7x | 8.8x | 24.0x | — |
| EV/EBITDA | 11.4x | 6.9x | 18.7x | — |
| EV/EBIT | 17.8x | 11.3x | 22.3x | — |
Earnings Yield
3.8%
FCF Yield
4.3%
Below Fair Value
46% of stocks
Profitability Profile
Margins
| Metric | Median | 5Y Avg | P25 | P75 |
|---|---|---|---|---|
| Gross Margin | 39.5% | 36.2% | 27.4% | 48.3% |
| Operating Margin | 11.5% | — | 4.4% | 17.3% |
| Net Margin | 6.5% | 6.2% | 0.3% | 11.1% |
| FCF Margin | 9.2% | — | 5.0% | 14.8% |
Returns on Capital
| Metric | Median | 5Y Avg | P25 | P75 |
|---|---|---|---|---|
| ROE | 10.1% | — | 2.3% | 16.2% |
| ROA | 4.2% | — | 0.2% | 8.3% |
| ROIC | 11.0% | 11.1% | 3.5% | 17.6% |
Growth Metrics
| Metric | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
| Revenue | +3.5% | +4.8% | +7.2% |
| EPS | +6.6% | +0.5% | +17.9% |
| Free Cash Flow | +2.9% | +26.8% | +11.6% |
All values represent sector median growth rates.
Balance Sheet Health
Debt / Equity
0.3x
Net Debt / EBITDA
0.4x
Interest Coverage
5.4x
Current Ratio
2.2x
Altman Z-Score
Safe (>3): 22 (47%)
Gray (1.8–3): 12 (26%)
Distress (<1.8): 13 (28%)
Piotroski F-Score
Strong (7–9): 13 (25%)
Moderate (4–6): 29 (57%)
Weak (0–3): 9 (18%)
Top Companies
| Symbol | #▲ | Mkt Cap | P/E | EV/EBITDA | ROIC | Net Mgn | Rev Gr. | Div Yld | YTD | Qual. |
|---|---|---|---|---|---|---|---|---|---|---|
| ASML | 1 | $578.2B | 38.0x | 29.0x | 78.2% | 29.4% | +21.1% | 0.7% | +2.8% | 8/9 |
| ASMLF | 2 | $576.0B | — | — | 78.2% | 29.4% | +21.1% | — | +2.7% | 5/9 |
| LRCX | 3 | $345.1B | 23.3x | 18.7x | — | 29.1% | +23.7% | 0.9% | +19.5% | 6/9 |
| BKR | 4 | $62.3B | 17.3x | 11.3x | 13.5% | 9.3% | -0.3% | 2.0% | +3.5% | 4/9 |
| FTI | 5 | $31.4B | 19.4x | 9.1x | 31.1% | 9.7% | +9.3% | 0.5% | +3.7% | 4/9 |
| NDSN | 6 | $15.8B | 27.6x | 19.7x | 11.3% | 17.4% | +3.8% | 1.4% | +1.2% | 5/9 |
| RRX | 7 | $14.0B | 34.5x | 16.1x | 5.0% | 4.7% | -1.6% | 1.0% | +2.2% | 0/9 |
| SMIN-L | 8 | $8.6B | 28.5x | 21.1x | 13.3% | 10.0% | +8.3% | 1.8% | — | 4/9 |
| TEX | 9 | $8.4B | 16.6x | 7.5x | 8.9% | 4.1% | +5.7% | 0.6% | +0.3% | 6/9 |
| WFRD | 10 | $7.5B | 13.1x | 5.0x | 49.9% | 8.8% | -10.8% | 1.3% | -0.1% | 6/9 |
| MIDD | 11 | $7.4B | — | — | — | -8.7% | +1.6% | — | +0.1% | 2/9 |
| NOV | 12 | $7.3B | 40.0x | 0.6x | 3.5% | 1.7% | -1.4% | 3.3% | +1.3% | 4/9 |
| ESAB | 13 | $7.0B | 31.1x | 15.9x | 11.0% | 8.8% | +3.7% | 0.3% | +1.6% | 3/9 |
| MRO-L | 14 | $7.0B | -145.0x | — | -0.1% | -1.4% | +6.1% | 0.8% | — | 1/9 |
| SPX-L | 15 | $5.4B | 25.8x | 13.3x | 13.7% | 11.5% | +1.4% | 2.5% | — | 4/9 |
| ALH | 16 | $4.5B | — | — | 62.1% | 6.0% | +13.3% | — | — | 3/9 |
| IP-MI | 17 | $4.0B | 19.6x | 10.1x | 12.5% | 10.9% | -7.7% | 0.8% | — | 3/9 |
| WHD | 18 | $3.7B | 19.0x | 9.4x | 27.0% | 15.4% | -4.5% | 1.2% | +9.2% | 5/9 |
| ACLS | 19 | $3.5B | 21.7x | 16.7x | 17.1% | 14.3% | -17.6% | — | +3.1% | 6/9 |
| ACMR | 20 | $3.4B | 29.6x | 18.4x | 12.1% | 10.4% | +15.2% | — | +0.5% | 3/9 |
Industry Composition
| Industry | Stocks | Market Cap | % | |
|---|---|---|---|---|
| Special Industry Machinery, Nec | 15 | $1.5T | 87.4% | |
| Oil & Gas Field Machinery & Equipment | 14 | $121.3B | 7.0% | |
| General Industrial Machinery & Equipment, Nec | 7 | $38.5B | 2.2% | |
| Industrial - Machinery | 8 | $28.1B | 1.6% | |
| Refrigeration & Service Industry Machinery | 5 | $20.0B | 1.2% | |
| Industrial Trucks, Tractors, Trailors & Stackers | 2 | $9.1B | 0.5% |
Quality Distribution
0
1
2
3
4
5
6
7
8
9
Quality Score (0-9)
High Quality (7+)
2%
Median Piotroski F
6/9
Profitable Years
5 of 10
Dividends & Shareholder Returns
Paying Dividends
51%
Median Div Yield
1.2%
Median Buyback Yield
0.8%
Shareholder Yield
2.3%
Payout Ratio
33.3%
Div Growth (3Y)
7.1%
Div Growth (5Y)
8.7%
Strengths & Weaknesses
Strengths
No notable strengths identified.
Weaknesses
- −[Financial Health]27.7% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
- −[Quality]Only 2.0% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.