Nordson vs Timken
NDSN and TKR side by side, both in general industrial machinery and equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How NDSN and TKR compare
Nordson is the larger company, worth 2.4 times as much as Timken ($18.3B against $7.7B).
On earnings, Timken is cheaper: it trades at 27.4× trailing earnings, against 33.3× for Nordson.
Nordson grew revenue faster over the last twelve months (7.0% versus 5.9% for Timken).
Nordson keeps more of each dollar of sales as profit, with a net margin of 18.6% compared with 5.9% at Timken.
Both pay dividends: Nordson yields 1.0% and Timken 1.3%.
Nordson scores higher on the StockData Score (18 against 13 for Timken), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | NDSN | TKR |
|---|---|---|
| Size and price | ||
| Market cap | $18.3B | $7.7B |
| Share price | $329.23 | $110.56 |
| Change, 1 year | 40.2% | 40.1% |
| Change, 5 years | 23.3% | 54.8% |
| Beta (5Y) | 1.02 | 1.01 |
| Employees | 8,000 | 19K |
| StockData Score | ||
| Total score | 18 (better) | 13 |
| Valuation score | 0 | 1 (better) |
| Growth score | 3 (better) | 2 |
| Performance score | 6 (better) | 1 |
| Health score | 5 | 5 |
| Dividend score | 4 | 4 |
| Valuation | ||
| P/E | 33.3× | 27.4× (better) |
| P/S | 6.2× | 1.6× (better) |
| P/B | 5.6× | 2.4× (better) |
| EV/EBITDA | 22.7× | 12.2× (better) |
| P/FCF | 25.3× | 17.3× (better) |
| FCF yield | 3.9% | 5.8% (better) |
| Fair value | $242.69 | $99.30 |
| Margin of safety | −35.7% | −11.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 7.0% (better) | 5.9% |
| Revenue growth, 5Y average | 5.6% (better) | 5.5% |
| Net income growth (TTM) | 22.0% (better) | −4.7% |
| EPS growth (TTM) | 24.2% (better) | −4.5% |
| EPS growth, 5Y average | 14.8% (better) | 2.0% |
| Profitability | ||
| Gross margin | 55.3% (better) | 31.3% |
| Operating margin | 26.9% (better) | 11.0% |
| Net margin | 18.6% (better) | 5.9% |
| FCF margin | 24.3% (better) | 9.2% |
| Return on equity | 17.8% (better) | 8.9% |
| Return on invested capital | 13.4% (better) | 8.3% |
| Financial health | ||
| Debt / equity | 0.53 (better) | 0.61 |
| Net debt / EBITDA | 1.84 (better) | 1.99 |
| Interest coverage | 8.8× (better) | 5.1× |
| Current ratio | 1.82 | 2.56 (better) |
| Altman Z-score | 6.32 (better) | 3.25 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Dividend yield | 1.0% | 1.3% (better) |
| Payout ratio | 33.0% | 35.2% |
| Years of dividend growth | 16 (better) | 12 |
| Dividend growth, 5Y average | 15.6% (better) | 4.2% |
| Buyback yield | 1.1% | 1.6% (better) |
| Shareholder yield | 2.1% | 2.9% (better) |
| Ownership | ||
| Held by institutions | 76.5% | 94.6% |
| Held by insiders | 0.55% | 2.9% |
| Insider net buying, 12 months | −$23.5M | −$16.9M (better) |
| Short interest, % of float | 2.2% | 6.6% |
Go deeper
- NDSN stock overview
- NDSN income statement
- NDSN valuation and score
- TKR stock overview
- TKR income statement
- TKR valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.