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Industrials Stocks: Quality Scores and Valuation

1,434 companies, scored on fundamentals computed from their own filings. 209 of them score 70 or above.

Median quality
40 / 100
Scoring 70+
209
Median ROIC
4.6%
Median op. margin
4.7%
Pay a dividend
694 · 48%
Quality distribution1,434 scored
050100

Medians are computed across every industrials company we cover with the relevant figure available, from the most recent filings. See the methodology for how each score is calculated.

What to look at in industrials

Capital intensity and cyclicality dominate. Free cash flow after capital expenditure is more informative than reported earnings, and returns on invested capital across a full cycle separate genuinely good operators from businesses that simply had a good few years.

Highest quality scores in industrials

CompanyQuality
Campine NV CAMB.XBRU98/100
GRK Infra Oyj GRK.XHEL97/100
Galliford Try Holdings GFRD.XLON96/100
Sezzle SEZL95/100
Catering International & Services ALCIS.XPAR94/100
TechnipFMC FTI94/100
Morgan Sindall Group MGNS.XLON92/100
EMCOR Group EME92/100
Kongsberg Maritime ASA KMAR.XOSL92/100
Argan AGX91/100
International Seaways INSW91/100
Expedia Group EXPE90/100
Medpace Holdings MEDP90/100
MAIRE S.p.A. MAIRE.XMIL90/100
Burckhardt Compression Holding BCHN.XSWX90/100
Orell Füssli OFN.XSWX89/100
Badger Meter BMI89/100
ExlService Holdings EXLS89/100
easyJet EJTTF89/100
Comfort Systems USA FIX88/100
Bilfinger GBF.XETR88/100
Asiafin Holdings ASFH88/100
Payoneer Global PAYO87/100
Myr Group MYRG87/100
Veidekke ASA VEI.XOSL87/100

Strongest dividends in industrials

CompanyDividend score
KLA KLAC95/100
Sumisho Air Lease AL93/100
Booz Allen Hamilton Holding BAH92/100
Accenture ACN91/100
Global Ship Lease GSL91/100
Exacompta Clairefontaine ALEXA.XPAR91/100
Silgan Holdings SLGN90/100
Precia ALPM.XPAR87/100
A. O. Smith AOS87/100
Broadridge Financial Solutions BR87/100

Other sectors

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Not financial advice. Analytical data for research only.

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