Market cap
$7,512 Mln
Revenue (TTM)
$4,760 Mln
P/E Ratio
29.4
P/B Ratio
2.6
Div. Yield
1.2 %
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
Market cap ($ Mln) |
7,512 | 13,951 | 12,061 | 11,220 | 11,733 |
Revenue ($ Mln) |
4,760 | 4,478 | 5,002 | 2,310 | 4,967 |
Net Profit ($ Mln) |
258.70 | 553.55 | 863.59 | 517.48 | 414.53 |
Net Margin (%) |
5.43 | 12.36 | 17.27 | 22.40 | 8.35 |
RoE (%) |
7.34 | 36.61 | 25.09 | 19.86 | 22.37 |
Price to Earnings |
29.38 | 25.57 | 14.74 | 22.35 | 30.95 |
Price-To-Book |
2.55 | 9.22 | 3.76 | 4.98 | 6.58 |
Income Statement ($ Mln)
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Operating Revenue
|
4,760.30 | 4,478.35 | 5,001.91 | 2,310.24 | 4,966.69 |
|
Cost of Revenue
|
3,395.40 | 2,865.25 | 3,678.73 | 1,109.73 | 3,459.90 |
|
Gross Profit
|
1,314.20 | 1,535.63 | 1,143.90 | 1,173.18 | 1,383.16 |
|
Operating Expenses
|
832.00 | 825.71 | 283.92 | 580.94 | 957.32 |
|
Operating Profit (EBIT)
|
532.90 | 787.39 | 1,039.26 | 619.56 | 549.47 |
|
Other Income
|
0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
|
Profit before Tax
|
382.10 | 719.89 | 1,144.53 | 636.99 | 544.27 |
|
Provision for Tax
|
98.80 | 166.34 | 281.69 | 119.51 | 129.75 |
|
Profit after Tax (Net Income)
|
258.70 | 553.55 | 863.59 | 517.48 | 414.53 |
|
Minority Interest
|
-24.60 | 0.00 | -4.86 | 0.00 | 0.00 |
|
Consolidated Profit
|
131.60 | 0.00 | 153.71 | 132.49 | 196.16 |
Liabilities ($ Mln)
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Shareholder's Funds
|
3,194.50 | 1,554.18 | 3,511.45 | 2,469.86 | 1,861.75 |
|
Minority Interest
|
-24.60 | 0.00 | -4.86 | 0.00 | 0.00 |
|
Non-Current Liabilities
|
2,544.20 | 1,371.05 | 99.68 | 269.13 | 535.81 |
|
Current Liabilities
|
918.30 | 888.08 | 655.59 | 524.06 | 612.41 |
|
Total Liabilities
|
6,676.80 | 3,777.58 | 3,017.94 | 3,274.27 | 3,175.54 |
Assets ($ Mln)
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Non-Current Assets
|
3,983.10 | 2,052.76 | 1,418.10 | 2,149.43 | 1,431.24 |
|
Current Assets
|
2,842.50 | 1,760.55 | 2,879.50 | 1,113.60 | 1,578.73 |
|
Total Assets
|
6,676.80 | 3,777.58 | 3,017.94 | 3,274.27 | 3,175.54 |
|
Total Debt*
|
2,076.20 | 1,150.05 | 26.52 | 164.67 | 483.44 |
|
Net Current Assets
|
1,924.20 | 872.47 | 0.00 | 0.00 | 966.32 |
Cashflow ($ Mln)
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Cash From Operating Activities
|
554.30 | 661.17 | 755.44 | 683.59 | 492.39 |
|
Cash Flow from Investing Activities
|
-148.30 | -257.33 | -24.91 | -172.80 | -318.75 |
|
Cash from Financing Activities
|
-437.10 | -461.89 | -394.62 | -576.06 | -245.61 |
|
Net Cash Inflow / Outflow
|
-- | -- | -- | -- | -- |
Ratios
Profitability Ratios
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
ROCE (%)
|
5.53 | 19.26 | 28.61 | 19.52 | 16.24 |
|
ROE (%)
|
7.34 | 36.61 | 25.09 | 19.86 | 22.19 |
|
ROA (%)
|
3.35 | 11.71 | 15.18 | 12.81 | 11.32 |
|
EBIT Margin (%)
|
8.65 | 17.53 | 22.89 | 27.40 | 11.12 |
|
Net Margin (%)
|
5.43 | 12.36 | 17.27 | 22.40 | 8.35 |
|
Cash Profit Margin (%)
|
0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Growth Ratios
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Revenue Growth (%)
|
5.45 | 9.25 | 20.83 | 5.39 | 8.84 |
|
EBIT Growth (%)
|
-25.75 | 8.53 | 14.70 | 3.19 | 3.51 |
|
Net Profit Growth (%)
|
-16.49 | 10.08 | 15.28 | 3.90 | 5.48 |
|
EPS Growth (%)
|
-15.98 | 12.50 | 16.85 | 5.96 | 7.54 |
|
Book Value Growth (%)
|
3.51 | 14.42 | 15.29 | -2.08 | 2.68 |
Valuation Ratios
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Price / Earnings
|
20.48 | 25.51 | 33.29 | 26.41 | 22.78 |
|
Price / Book Value
|
2.55 | 9.22 | 3.76 | 4.98 | 6.58 |
|
Dividend Yield (%)
|
1.23 | 1.21 | 1.13 | 0.00 | 0.57 |
|
EV/EBITDA
|
14.32 | 16.83 | 8.81 | 14.36 | 19.56 |
|
Market Cap ($ Cr)
|
-- | -- | -- | -- | -- |
Solvency Ratios
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Debt to Equity
|
0.64 | 0.74 | 0.00 | 0.00 | 0.14 |
|
Short term debt to equity ratio
|
0.01 | 0.00 | 0.00 | 0.02 | 0.03 |
|
Current Ratio
|
3.10 | 1.98 | 4.39 | 2.12 | 2.58 |
|
Quick Ratio
|
1.74 | 1.20 | 3.44 | 1.24 | 1.75 |
|
Interest Coverage
|
4.84 | 13.48 | 3,469.27 | 195.32 | 69.57 |
Operating Efficiency Ratios
| Timken Company (TKR) | Lincoln Electric Holdings (LECO) | Mueller (MLI) | Graco (GGG) | Applied Industrial Technologies (AIT) | |
|---|---|---|---|---|---|
|
Debtors to sales (%)
|
20.94 | 13.09 | 14.47 | 19.31 | 17.31 |
|
Asset Turnover
|
0.62 | 0.95 | 0.88 | 0.57 | 1.36 |
|
Receivable days
|
65.07 | 44.06 | 40.46 | 61.75 | 60.32 |
|
Inventory Days
|
136.31 | 79.78 | 58.54 | 138.39 | 57.06 |
|
Payable days
|
37.72 | 44.83 | 21.32 | 23.94 | 31.42 |
|
Cash Conversion Cycle
|
163.65 | 79.02 | 77.67 | 176.20 | 85.96 |