Wholesale-Machinery, Equipment & Supplies stocks: intrinsic value, ROIC & growth
5 U.S. wholesale-machinery, equipment & supplies companies with at least three years of SEC filings, ranked by size. 2 of the 4 with a current price trade below their Graham intrinsic value. The median company earned a 5.8% average return on invested capital and grew revenue 12.3% a year.
Updated October 18, 2026
5companies
2below Graham value
5.8%median 10-yr ROIC
12.3%median revenue CAGR
Most undervalued wholesale-machinery, equipment & supplies stocks
| Ticker | Company | Upside | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | +2% | $330.48 | $336.14 | 2% below | $12.8B | 13.7% | 81.4% |
Highest-ROIC wholesale-machinery, equipment & supplies stocks
| Ticker | Company | 10-yr ROIC | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | 13.7% | $330.48 | $336.14 | 2% below | $12.8B | 13.7% | 81.4% |
| DSGR | Distribution Solutions Group, Inc. | 5.8% | $35.06 | — | — | $1.7B | 5.8% | 24.4% |
All wholesale-machinery, equipment & supplies stocks
| Ticker | Company | Price | Graham value | Price vs value | Market cap | ROIC (10y) | Revenue CAGR |
|---|---|---|---|---|---|---|---|
| AIT | APPLIED INDUSTRIAL TECHNOLOGIES INC | $330.48 | $336.14 | 2% below | $12.8B | 13.7% | 81.4% |
| DSGR | Distribution Solutions Group, Inc. | $35.06 | — | — | $1.7B | 5.8% | 24.4% |
| WLFC | WILLIS LEASE FINANCE CORP | $37.61 | $509.53 | 93% below | $255.9M | 1.8% | 12.3% |
| ASLE | AerSale Corp | $4.76 | $1.28 | 272% above | $232.1M | 3.9% | 2.1% |
| HDSN | HUDSON TECHNOLOGIES INC /NY | $5.01 | $4.22 | 19% above | $226.0M | 13.6% | 9.9% |
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