Seeking Alpha
Value, growth, long-term horizon, medium-term horizon
Profile| Send Message|
( followers)  

The following is a list of industrial goods sector stocks backed by excellent management teams. All the companies mentioned below have outperformed their competitors over the last five years, when comparing the Return on Assets (ROA), Return on Invested Capital (ROI) and Return on Equity (ROE) ratios--typical ratios used to evaluate the efficiency of management teams.

Will these management teams continue to outperform? What do you think? Full details below.

Management data and industry comps sourced from Reuters, short float and performance data sourced from Finviz.

Interactive Chart: Press Play to compare changes in analyst ratings over the last two years for the top six stocks mentioned below. Analyst ratings sourced from Zacks Investment Research. Note: The numbers on top of items represent the forward P/E ratio, if available.


The list has been sorted alphabetically.

1. Ametek Inc. (NYSE:AME): Industrial Electrical Equipment Industry. Market cap of $6.41B. 5-year average return on assets at 8.29% vs. industry average at 6.94%. 5-year average return on investments at 10.28% vs. industry average at 10.01%. 5-year return on equity at 18.44% vs. industry average at 12.25%. Short float at 0.95%, which implies a short ratio of 1.8 days. The stock has gained 65.78% over the last year.

2. General Cable Corp. (NYSE:BGC): Industrial Electrical Equipment Industry. Market cap of $1.96B. 5-year average return on assets at 4.87% vs. industry average at 4.47%. 5-year average return on investments at 8.45% vs. industry average at 6.14%. 5-year return on equity at 20.08% vs. industry average at 4.90%. Short float at 10.36%, which implies a short ratio of 7.67 days. The stock has gained 25.26% over the last year.

3. Brookfield Homes Corp. (BHS): Residential Construction Industry. Market cap of $406.05M. 5-year average return on assets at 3.77% vs. industry average at 2.30%. 5-year average return on investments at 4.70% vs. industry average at 4.11%. 5-year return on equity at 14.93% vs. industry average at 9.76%. Short float at 2.31%, which implies a short ratio of 21.6 days. The stock has gained 97.26% over the last year.

4. Clean Harbors, Inc. (NYSE:CLH):
Waste Management Industry. Market cap of $2.38B. 5-year average return on assets at 5.35% vs. industry average at 4.93%. 5-year average return on investments at 7.23% vs. industry average at 6.64%. 5-year return on equity at 16.90% vs. industry average at 7.81%. Short float at 10.24%, which implies a short ratio of 12.97 days. The stock has gained 55.96% over the last year.

5. Cummins Inc. (NYSE:CMI): Diversified Machinery Industry. Market cap of $21.74B. 5-year average return on assets at 8.86% vs. industry average at 5.36%. 5-year average return on investments at 13.61% vs. industry average at 9.15%. 5-year return on equity at 22.93% vs. industry average at 14.18%. Short float at 2.77%, which implies a short ratio of 2.92 days. The stock has gained 144.16% over the last year.

6. Rockwell Collins Inc. (NYSE:COL): Aerospace/Defense Products & Services Industry. Market cap of $10.06B. 5-year average return on assets at 14.53% vs. industry average at 7.97%. 5-year average return on investments at 22.76% vs. industry average at 15.43%. 5-year return on equity at 43.28% vs. industry average at 23.92%. Short float at 0.94%, which implies a short ratio of 1.14 days. The stock has gained 23.78% over the last year.

7. Daktronics Inc. (NASDAQ:DAKT): Industrial Electrical Equipment Industry. Market cap of $647.61M. 5-year average return on assets at 6.93% vs. industry average at 2.98%. 5-year average return on investments at 10.41% vs. industry average at 4.90%. 5-year return on equity at 10.97% vs. industry average at 6.62%. Short float at 7.5%, which implies a short ratio of 11.18 days. The stock has gained 98.48% over the last year.

8. US Ecology, Inc. (NASDAQ:ECOL): Waste Management Industry. Market cap of $321.34M. 5-year average return on assets at 16.01% vs. industry average at 4.93%. 5-year average return on investments at 18.85% vs. industry average at 6.64%. 5-year return on equity at 22.40% vs. industry average at 7.81%. Short float at 1.55%, which implies a short ratio of 3.17 days. The stock has gained 15.61% over the last year.

9. EMCOR Group Inc. (NYSE:EME): General Contractors Industry. Market cap of $2.B. 5-year average return on assets at 5.07% vs. industry average at 4.42%. 5-year average return on investments at 10.98% vs. industry average at 7.76%. 5-year return on equity at 14.76% vs. industry average at 14.16%. Short float at 5.62%, which implies a short ratio of 9.03 days. The stock has gained 24.71% over the last year.

10. Emerson Electric Co. (NYSE:EMR): Industrial Equipment & Components Industry. Market cap of $44.02B. 5-year average return on assets at 10.36% vs. industry average at 4.47%. 5-year average return on investments at 14.58% vs. industry average at 6.14%. 5-year return on equity at 23.40% vs. industry average at 4.90%. Short float at 0.65%, which implies a short ratio of 1.37 days. The stock has gained 44.17% over the last year.

11. Fastenal Co. (NASDAQ:FAST): General Building Materials Industry. Market cap of $8.85B. 5-year average return on assets at 19.31% vs. industry average at 6.94%. 5-year average return on investments at 21.59% vs. industry average at 10.01%. 5-year return on equity at 21.91% vs. industry average at 12.25%. Short float at 12.08%, which implies a short ratio of 19.28 days. The stock has gained 47.26% over the last year.

12. Franklin Electric Co. Inc. (NASDAQ:FELE): Industrial Electrical Equipment Industry. Market cap of $981.32M. 5-year average return on assets at 7.28% vs. industry average at 4.47%. 5-year average return on investments at 8.52% vs. industry average at 6.14%. 5-year return on equity at 12.19% vs. industry average at 4.90%. Short float at 2.56%, which implies a short ratio of 4.93 days. The stock has gained 62.62% over the last year.

13. FLIR Systems, Inc. (NASDAQ:FLIR): Aerospace/Defense Products & Services Industry. Market cap of $4.86B. 5-year average return on assets at 15.72% vs. industry average at 7.97%. 5-year average return on investments at 18.53% vs. industry average at 15.43%. 5-year return on equity at 25.36% vs. industry average at 23.92%. Short float at 5.6%, which implies a short ratio of 6.4 days. The stock has gained 2.13% over the last year.

14. Fluor Corporation (NYSE:FLR): Heavy Construction Industry. Market cap of $12.48B. 5-year average return on assets at 9.25% vs. industry average at 4.42%. 5-year average return on investments at 18.15% vs. industry average at 7.76%. 5-year return on equity at 22.59% vs. industry average at 14.16%. Short float at 3.46%, which implies a short ratio of 2.59 days. The stock has gained 53.18% over the last year.

15. Flowserve Corp. (NYSE:FLS): Diversified Machinery Industry. Market cap of $6.85B. 5-year average return on assets at 7.87% vs. industry average at 6.94%. 5-year average return on investments at 11.88% vs. industry average at 10.01%. 5-year return on equity at 22.01% vs. industry average at 12.25%. Short float at 3.27%, which implies a short ratio of 2.13 days. The stock has gained 30.26% over the last year.

16. Fushi Copperweld, Inc. (NASDAQ:FSIN): Industrial Electrical Equipment Industry. Market cap of $375.35M. 5-year average return on assets at 12.23% vs. industry average at 4.47%. 5-year average return on investments at 14.35% vs. industry average at 6.14%. 5-year return on equity at 18.27% vs. industry average at 4.90%. Short float at 12.79%, which implies a short ratio of 8.5 days. The stock has gained 10.58% over the last year.

17. Graco Inc. (NYSE:GGG): Diversified Machinery Industry. Market cap of $2.53B. 5-year average return on assets at 23.95% vs. industry average at 6.94%. 5-year average return on investments at 31.32% vs. industry average at 10.01%. 5-year return on equity at 47.82% vs. industry average at 12.25%. Short float at 6.07%, which implies a short ratio of 11.88 days. The stock has gained 57.36% over the last year.

18. Global Power Equipment Group Inc. (NYSE:GLPW): Diversified Machinery Industry. Market cap of $362.93M. 5-year average return on assets at 12.84% vs. industry average at 4.47%. 5-year average return on investments at 27.66% vs. industry average at 6.14%. 5-year return on equity at 67.55% vs. industry average at 4.90%. Short float at 3.07%, which implies a short ratio of 9.11 days. The stock has gained 57.98% over the last year.

19. Gorman-Rupp Co. (NYSEMKT:GRC): Diversified Machinery Industry. Market cap of $538.12M. 5-year average return on assets at 9.66% vs. industry average at 6.94%. 5-year average return on investments at 11.44% vs. industry average at 10.01%. 5-year return on equity at 13.79% vs. industry average at 12.25%. Short float at 2.95%, which implies a short ratio of 13.89 days. The stock has gained 26.48% over the last year.

20. GrafTech International Ltd. (NYSE:GTI): Industrial Electrical Equipment Industry. Market cap of $2.57B. 5-year average return on assets at 6.17% vs. industry average at 4.47%. 5-year average return on investments at 8.18% vs. industry average at 6.14%. 5-year return on equity at 54.37% vs. industry average at 4.90%. Short float at 5.77%, which implies a short ratio of 4.55 days. The stock has gained 65.19% over the last year.

21. Harbin Electric, Inc. (NASDAQ:HRBN): Industrial Electrical Equipment Industry. Market cap of $604.06M. 5-year average return on assets at 12.46% vs. industry average at 4.47%. 5-year average return on investments at 14.97% vs. industry average at 6.14%. 5-year return on equity at 18.24% vs. industry average at 4.90%. Short float at 26.13%, which implies a short ratio of 8.94 days. The stock has gained 10.65% over the last year.

22. 3M Co. (NYSE:MMM):
Diversified Machinery Industry. Market cap of $63.76B. 5-year average return on assets at 15.26% vs. industry average at 2.74%. 5-year average return on investments at 20.28% vs. industry average at 5.33%. 5-year return on equity at 32.46% vs. industry average at 7.16%. Short float at 0.8%, which implies a short ratio of 1.46 days. The stock has gained 13.29% over the last year.

23. MasTec, Inc. (NYSE:MTZ): Heavy Construction Industry. Market cap of $1.18B. 5-year average return on assets at 5.27% vs. industry average at 3.85%. 5-year average return on investments at 7.39% vs. industry average at 5.43%. 5-year return on equity at 12.80% vs. industry average at 8.98%. Short float at 6.33%, which implies a short ratio of 4.61 days. The stock has gained 32.37% over the last year.

24. Nidec Corp. (NYSE:NJ): Industrial Electrical Equipment Industry. Market cap of $13.17B. 5-year average return on assets at 7.45% vs. industry average at 4.47%. 5-year average return on investments at 14.23% vs. industry average at 6.14%. 5-year return on equity at 14.25% vs. industry average at 4.90%. Short float at 0.03%, which implies a short ratio of 2.64 days. The stock has lost -2.72% over the last year.

25. NVR Inc. (NYSE:NVR): Residential Construction Industry. Market cap of $4.47B. 5-year average return on assets at 17.23% vs. industry average at 2.30%. 5-year average return on investments at 23.74% vs. industry average at 4.11%. 5-year return on equity at 33.97% vs. industry average at 9.76%. Short float at 6.44%, which implies a short ratio of 9.73 days. The stock has gained 17.83% over the last year.

26. Owens Corning (NYSE:OC):
General Building Materials Industry. Market cap of $4.21B. 5-year average return on assets at 7.85% vs. industry average at 2.32%. 5-year average return on investments at 9.81% vs. industry average at 3.26%. 5-year return on equity at 189.79% vs. industry average at 5.16%. Short float at 8.26%, which implies a short ratio of 7.26 days. The stock has gained 31.75% over the last year.

27. Preformed Line Products Co. (NASDAQ:PLPC): Heavy Construction Industry. Market cap of $335.91M. 5-year average return on assets at 8.33% vs. industry average at 5.55%. 5-year average return on investments at 10.37% vs. industry average at 8.15%. 5-year return on equity at 11.10% vs. industry average at 9.10%. Short float at 2.39%, which implies a short ratio of 3.44 days. The stock has gained 81.83% over the last year.

28. Rockwell Automation Inc. (NYSE:ROK): Industrial Electrical Equipment Industry. Market cap of $11.76B. 5-year average return on assets at 10.23% vs. industry average at 6.94%. 5-year average return on investments at 14.19% vs. industry average at 10.01%. 5-year return on equity at 28.37% vs. industry average at 12.25%. Short float at 2.35%, which implies a short ratio of 3.01 days. The stock has gained 69.4% over the last year.

29. Stericycle, Inc. (NASDAQ:SRCL): Waste Management Industry. Market cap of $6.78B. 5-year average return on assets at 8.50% vs. industry average at 4.93%. 5-year average return on investments at 9.45% vs. industry average at 6.64%. 5-year return on equity at 19.21% vs. industry average at 7.81%. Short float at 6.43%, which implies a short ratio of 10.62 days. The stock has gained 48.35% over the last year.

30. Toro Co. (NYSE:TTC): Small Tools & Accessories Industry. Market cap of $1.95B. 5-year average return on assets at 11.96% vs. industry average at 5.36%. 5-year average return on investments at 18.90% vs. industry average at 9.15%. 5-year return on equity at 30.83% vs. industry average at 14.18%. Short float at 6.55%, which implies a short ratio of 11.17 days. The stock has gained 59.1% over the last year.

Disclosure: I have no positions in any stocks mentioned, and no plans to initiate any positions within the next 72 hours.

Source: Top 30 Management Teams in the Industrial Goods Sector