General Industrial Machinery & Equipment stocks: intrinsic value, ROIC & growth
18 U.S. general industrial machinery & equipment companies with at least three years of SEC filings, ranked by size. 5 of the 13 with a current price trade below their Graham intrinsic value. The median company earned a 8.9% average return on invested capital and grew revenue 6.0% a year.
Updated October 18, 2026
18companies
5below Graham value
8.9%median 10-yr ROIC
6.0%median revenue CAGR
Most undervalued general industrial machinery & equipment stocks
| Ticker | Company | Upside | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| TWIN | TWIN DISC INC | +97% | $24.47 | $48.24 | 49% below | $356.9M | 1.3% | 9.5% |
| GTES | Gates Industrial Corp plc | +24% | $25.83 | $31.89 | 19% below | $6.7B | 8.9% | 2.9% |
Highest-ROIC general industrial machinery & equipment stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| ITW | Illinois Tool Works | 29.1% | $272.28 | $203.81 | 34% above | $79.6B | 29.1% | 1.9% |
| NDSN | Nordson Corporation | 14.5% | $322.31 | $161.38 | 100% above | $18.3B | 14.5% | 4.9% |
| ZBRA | Zebra Technologies | 12.7% | $369.01 | $271.70 | 36% above | $18.9B | 12.7% | 4.7% |
| GTES | Gates Industrial Corp plc | 8.9% | $25.83 | $31.89 | 19% below | $6.7B | 8.9% | 2.9% |
| ZWS | Zurn Elkay Water Solutions Corp | 8.0% | $47.06 | $21.05 | 124% above | $8.1B | 8.0% | -1.4% |
| RRX | REGAL REXNORD CORP | 6.1% | $154.01 | $139.51 | 10% above | $10.3B | 6.1% | 6.9% |
| IR | Ingersoll Rand | 5.8% | $77.78 | $48.16 | 62% above | $31.2B | 5.8% | 16.5% |
| GHM | GRAHAM CORP | 1.4% | $68.48 | $23.67 | 189% above | $762.7M | 1.4% | 11.5% |
| TWIN | TWIN DISC INC | 1.3% | $24.47 | $48.24 | 49% below | $356.9M | 1.3% | 9.5% |
All general industrial machinery & equipment stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| ITW | Illinois Tool Works | $272.28 | $203.81 | 34% above | $79.6B | 29.1% | 1.9% |
| IR | Ingersoll Rand | $77.78 | $48.16 | 62% above | $31.2B | 5.8% | 16.5% |
| ZBRA | Zebra Technologies | $369.01 | $271.70 | 36% above | $18.9B | 12.7% | 4.7% |
| NDSN | Nordson Corporation | $322.31 | $161.38 | 100% above | $18.3B | 14.5% | 4.9% |
| RRX | REGAL REXNORD CORP | $154.01 | $139.51 | 10% above | $10.3B | 6.1% | 6.9% |
| ZWS | Zurn Elkay Water Solutions Corp | $47.06 | $21.05 | 124% above | $8.1B | 8.0% | -1.4% |
| GTES | Gates Industrial Corp plc | $25.83 | $31.89 | 19% below | $6.7B | 8.9% | 2.9% |
| SYM | Symbotic Inc. | $38.77 | — | — | $4.2B | 28.8% | 89.4% |
| ESAB | ESAB Corp | $65.35 | $77.57 | 16% below | $4.0B | 9.9% | 7.8% |
| OUST | Ouster, Inc. | $28.43 | — | — | $1.6B | -133.5% | 56.8% |
| GHM | GRAHAM CORP | $68.48 | $23.67 | 189% above | $762.7M | 1.4% | 11.5% |
| TWIN | TWIN DISC INC | $24.47 | $48.24 | 49% below | $356.9M | 1.3% | 9.5% |
| SERV | Serve Robotics Inc. /DE/ | $3.23 | — | — | $201.2M | 1215.5% | 190.8% |
| TAYD | TAYLOR DEVICES, INC. | $54.07 | $60.66 | 11% below | $177.3M | 7.9% | 2.9% |
| RR | Rolls-Royce Holdings | $1.29 | $0.36 | 258% above | $157.3M | -21.3% | -5.9% |
| CHRN | ChronoScale Corp | $15.08 | — | — | $35.9M | -445.4% | -1.2% |
| GTEC | Greenland Technologies Holding Corp. | $0.66 | — | — | $10.7M | 15.9% | 6.0% |
| KITT | Nauticus Robotics, Inc. | $1.25 | $130.37 | 99% below | $8.4M | 521.0% | -11.5% |
Stock lists
Undervalued Stocks Below Graham Intrinsic Value
Highest ROIC Stocks (10-Year Average)
Highest Free Cash Flow Yield Stocks
Fastest-Growing Stocks by 10-Year Revenue