TWINTwin Disc, Incorporated
Is the price fair?
Neither cheap nor expensive: growth expectations in line with delivery and in its normal P/E range.
Priced for ~15% a year FCF growth. Roughly in line with its three-year revenue growth of 11% a year.
In its normal range: P/E 13.9 vs a 17.2 median over 23 quarters (−19% vs median).
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What TWIN's price assumes
Twin Disc, Incorporated trades at 13.9× earnings against 29.7× for the median Specialty Industrial Machinery name, cheaper than its own group.
Trailing P/E · Specialty Industrial Machinery median 29.7 · cheaper than the typical name in its group
- Free cash flow yield
- 2.5%
Free cash flow yield · Specialty Industrial Machinery median 3.9%
- Growth the price implies
- +15%
Growth the price implies · The price pays for +15% free cash flow growth a year for a decade; the business has delivered −15% a year over the last three.
Details›
- Industrials median P/E440 names
- 26.5
- Specialty Industrial Machinery median P/E55 names
- 29.7
- Free cash flow, trailing twelve months
- $9.2M
- Market capitalisation
- $375M
- 3-year revenue growth
- +11%
- 3-year free cash flow growth
- −15%
| Method | Per share |
|---|---|
| Its own P/E history, lower quartile | $22.33 |
| Its own P/E history, median | $32.14 |
| Its own P/E history, upper quartile | $45.78 |
| 52-week range | $14.01 – $28.73 |
| Today | $26.02 |
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Specialty Industrial Machinery
Ranks #19 of 33 by RyuScore