Special Industry Machinery stocks: intrinsic value, ROIC & growth
18 U.S. special industry machinery companies with at least three years of SEC filings, ranked by size. 7 of the 17 with a current price trade below their Graham intrinsic value. The median company earned a 12.3% average return on invested capital and grew revenue 8.0% a year.
Updated October 18, 2026
18companies
7below Graham value
12.3%median 10-yr ROIC
8.0%median revenue CAGR
Most undervalued special industry machinery stocks
| Ticker | Company | Upside | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| ERII | Energy Recovery, Inc. | +110% | $6.65 | $13.95 | 52% below | $360.2M | 12.8% | 9.9% |
| ACLS | AXCELIS TECHNOLOGIES INC | +16% | $108.35 | $126.22 | 14% below | $3.4B | 21.4% | 13.6% |
| CRCT | Cricut, Inc. | +15% | $6.45 | $7.40 | 13% below | $1.4B | 45.5% | 6.5% |
| PNR | Pentair | +2% | $53.44 | $54.46 | 2% below | $8.8B | 12.3% | 4.6% |
Highest-ROIC special industry machinery stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| LRCX | Lam Research | 52.1% | $263.94 | $137.85 | 91% above | $340.5B | 52.1% | 13.5% |
| CRCT | Cricut, Inc. | 45.5% | $6.45 | $7.40 | 13% below | $1.4B | 45.5% | 6.5% |
| ACLS | AXCELIS TECHNOLOGIES INC | 21.4% | $108.35 | $126.22 | 14% below | $3.4B | 21.4% | 13.6% |
| ACMR | ACM Research, Inc. | 16.3% | $53.10 | $45.51 | 17% above | $3.6B | 16.3% | 47.4% |
| ERII | Energy Recovery, Inc. | 12.8% | $6.65 | $13.95 | 52% below | $360.2M | 12.8% | 9.9% |
| KAI | KADANT INC | 12.4% | $264.15 | $237.02 | 11% above | $3.1B | 12.4% | 11.3% |
| PNR | Pentair | 12.3% | $53.44 | $54.46 | 2% below | $8.8B | 12.3% | 4.6% |
| JBTM | JBT MAREL Corp | 10.2% | $104.24 | $75.13 | 39% above | $5.4B | 10.2% | 12.2% |
| NVT | nVent Electric plc | 8.3% | $142.03 | $91.10 | 56% above | $23.4B | 8.3% | 7.0% |
| AZTA | Azenta, Inc. | 0.9% | $34.09 | $240.80 | 86% below | $1.6B | 0.9% | 0.7% |
All special industry machinery stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| LRCX | Lam Research | $263.94 | $137.85 | 91% above | $340.5B | 52.1% | 13.5% |
| NVT | nVent Electric plc | $142.03 | $91.10 | 56% above | $23.4B | 8.3% | 7.0% |
| PNR | Pentair | $53.44 | $54.46 | 2% below | $8.8B | 12.3% | 4.6% |
| JBTM | JBT MAREL Corp | $104.24 | $75.13 | 39% above | $5.4B | 10.2% | 12.2% |
| ACMR | ACM Research, Inc. | $53.10 | $45.51 | 17% above | $3.6B | 16.3% | 47.4% |
| ACLS | AXCELIS TECHNOLOGIES INC | $108.35 | $126.22 | 14% below | $3.4B | 21.4% | 13.6% |
| KAI | KADANT INC | $264.15 | $237.02 | 11% above | $3.1B | 12.4% | 11.3% |
| VECO | VEECO INSTRUMENTS INC | $42.75 | $9.16 | 367% above | $2.6B | -6.7% | 8.0% |
| AZTA | Azenta, Inc. | $34.09 | $240.80 | 86% below | $1.6B | 0.9% | 0.7% |
| CRCT | Cricut, Inc. | $6.45 | $7.40 | 13% below | $1.4B | 45.5% | 6.5% |
| ERII | Energy Recovery, Inc. | $6.65 | $13.95 | 52% below | $360.2M | 12.8% | 9.9% |
| ASYS | AMTECH SYSTEMS INC | $12.80 | — | — | $183.1M | -3.0% | -4.5% |
| VELO | Velo3D, Inc. | $6.80 | $1.66 | 310% above | $112.0M | -218.3% | 19.4% |
| SOTK | SONO TEK CORP | $6.16 | $3.65 | 69% above | $96.9M | 7.8% | -3.6% |
| CVV | CVD EQUIPMENT CORP | $3.87 | $0.01 | 38600% above | $26.6M | -13.1% | 2.3% |
| TRT | TRIO-TECH INTERNATIONAL | $4.92 | $2.02 | 144% above | $21.5M | 3.8% | 0.6% |
| GLGI | GREYSTONE LOGISTICS, INC. | $0.26 | $1.72 | 85% below | $7.4M | 14.0% | 9.1% |
| OCLN | ORIGINCLEAR, INC. | $0.00 | $0.07 | — | $3.6M | 39.5% | 3.3% |
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