Open contest
11 companies value 79 bn revenue 27 bn margin 12.2% free cash flow 3.5 bn avg. score 3.4
VLTO holds 31.0% of the group's value, 1.0x the runner-up · DCI leads the industry without being the largest
| Rank | Ticker | Company | Share | Value | Revenue | Margin | FCF | 5 years | FCF/px | Yield | What it does · why it is here |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VLTO | Veralto United States · score 6.2 | 31% | 25 bn | 5.7 bn | 17.3% | 1.1 bn | 4.3% | 0.5% | Water treatment and product identification technology · Water treatment and industrial marking, spun off from Danaher | |
| 2 | XYL | Xylem Inc. United States · score 6.1 | 31% | 24 bn | 9.1 bn | 11.2% | 1.0 bn | 4.0% | 1.7% | Pumps, meters and water technology, with $9 billion in revenue · Global leader in pumps, water treatment and smart water metering | |
| 3 | MAIR | Madison Air Solutions Corp United States · score 4.9 | 15% | 12 bn | 3.8 bn | 4.5% | 0.4 bn | 3.7% | — | Air filtration and treatment for buildings and industry · Illinois — revenue of $3.7bn | |
| 4 | DCI | Donaldson Company United States · score 6.2 | 13% | 10 bn | 3.9 bn | 11.7% | 0.4 bn | 4.2% | 1.4% | Filters for engines and industrial processes · Leader in industrial filters; recurring replacement revenue | |
| 5 | PNR | Pentair United Kingdom/United States · score 7.2 | 11% | 8.4 bn | 4.0 bn | 16.2% | 0.7 bn | 8.4% | 2.0% | Water treatment, pools and residential fluids · Water treatment for homes, businesses and pools | |
| 6 | INEO | INNEOVA Holdings Ltd Singapore · score 3.2 | 0% | 0.0 bn | 0.1 bn | -0.7% | 0.0 bn | 81.9% | — | Parts and components for combustion engines, from Singapore · Singapore — revenue of $53m | |
| 7 | FTEK | FUEL TECH, INC. United States · score 0.9 | 0% | 0.0 bn | 0.0 bn | -12.7% | 0.0 bn | -2.8% | — | Air pollution control, water treatment and engineering · Illinois — revenue of $27m | |
| 8 | BCHT | Birchtech Corp. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -21.7% | 0.0 bn | -12.4% | — | Activated carbon technologies for air and water purification · Texas — revenue of $19m | |
| 9 | LIQT | LIQTECH INTERNATIONAL INC Denmark · score 0.0 | 0% | 0.0 bn | 0.0 bn | -63.2% | -0.0 bn | -74.0% | — | Silicon carbide ceramic filters and membranes for purification · Denmark — revenue of $15m | |
| 10 | CLWT | EURO TECH HOLDINGS CO LTD Hong Kong · score 2.3 | 0% | 0.0 bn | 0.0 bn | 1.3% | 0.0 bn | -13.5% | — | Instruments and water treatment in China · Hong Kong — revenue of $13m | |
| 11 | SCWO | 374Water Inc. United States · score 0.0 | 0% | 0.0 bn | 0.0 bn | -11x | -0.0 bn | -27.9% | — | Waste destruction with supercritical water · North Carolina — revenue of $2m |
Other industries in the same sector
- Sector overview
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- Commercial aviation (manufacturers) 8 companies
- Heavy machinery 19 companies
- Electrical equipment and power 29 companies
- Defense and aerospace 12 companies
- Railroads 6 companies
- Engineering and heavy construction 56 companies
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- HVAC and building products 30 companies
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- Commercial services (waste) 20 companies
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and 50 industries more
- Industrial distribution (MRO) 16 companies
- Professional services and HR 40 companies
- Risk data and analytics 10 companies
- Airlines 21 companies
- Electronic and space defense 13 companies
- Logistics and air freight 24 companies
- Industrial automation 7 companies
- Commercial services (uniforms and support) 6 companies
- Mission-critical communications and public safety 15 companies
- Equipment rental 9 companies
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- Data center infrastructure 6 companies
- Shipping and barges 57 companies
- Aircraft spare parts 10 companies
- Electromechanical components 6 companies
- Pumps, valves and fluid handling 16 companies
- Technology distribution 15 companies
- Heavy trucks 9 companies
- Tools and equipment 12 companies
- IT services for defense and government 14 companies
- Rail equipment 5 companies
- Aircraft and railcar leasing 4 companies
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- Airport concessions 4 companies
- Elevators and escalators 1 company
- Pest control 3 companies
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- Facilities and building maintenance 5 companies
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- Welding and cutting 3 companies
- Building security and locks 9 companies
- Electric motors and automation 2 companies
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- Electric air mobility (eVTOL) 7 companies
- Funeral services 3 companies
- Aircraft maintenance (MRO) 3 companies
- Simulation and training 3 companies
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- Satellite Earth observation 5 companies
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- Professional employer organizations (PEO) 3 companies
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- Tires 2 companies
What this is. A catalogue, not a guide. Every industry with stocks listed on the NYSE or NASDAQ, the companies contending for its leadership, what each one does according to its own annual report, and the balance sheet it filed with the SEC.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.
The score runs from 0 to 10 and compares each company with every other one in the almanac on cash generation, profitability, debt, dividends and consistency over the last five years. The higher it is, the better the company fares in that comparison. Curious how much each part weighs? Ask at the bottom of the page.