Top 15 Industrials Stocks Ranked by Marvin Opportunity Score
Marvin's rules selected 15 Industrials stocks with the highest Opportunity scores among companies with a solid Business Quality score. Scores compare each company with others in its own industry, not with the whole market.
Industrials is a broad sector. It covers shipping, construction, defense, machinery, staffing, airlines and more. This list brings together 15 Industrials companies that Marvin's rules ranked highest on Opportunity, after screening out companies with weak Business Quality scores.
Marvin's scores are relative. A high score means a company looks good compared with other companies in its own industry today. It says nothing about future results, and a shipping company and a staffing firm are not scored against each other.
Read each pick's figures alongside its caution. Some companies here have strong margins but little cash generation, and others grow quickly but earn thin profits. A few have missing data, which is noted where it applies.
The list
How Marvin ranked these stocks
Marvin started with Industrials companies above a minimum size. It kept those with a Business Quality score above a set minimum, then ranked them by Opportunity score, highest first, with a limit on how many stocks could come from one industry. All Marvin scores run from 0 to 100 and are relative to each company's own industry, so the same score can mean different things in different industries.
Companies above about $300 million in size, ranked by Marvin scores (0-100, relative to each company's own industry). The Industrials sector, highest Opportunity score first, among companies with a Business Quality score of at least 50; at most 4 per industry.
The stocks, one by one
Pangaea Logistics Solutions, Ltd. PANL
Revenue grew 17.8% last fiscal year and operating margin is 9.3%, a moderate level of profitability. Debt-to-equity of 0.55 suggests modest borrowing. Caution: free cash flow margin and gross margin are not available, so cash generation is unclear.
Comfort Systems USA, Inc. FIX
Revenue grew 29.5% and operating margin is 16.5%, with a free cash flow margin of 19.2%. Return on equity of 44.6% and debt-to-equity of 0.11 point to strong profitability and very little debt. Caution: one year of growth says little about durability, and construction work can be uneven.
CBIZ, Inc. CBZ
Revenue grew 52.1% last year, but operating margin is only 6.9% and return on equity is 6.5%. Free cash flow margin is 9.9%. Caution: debt-to-equity is 1.02, which is on the higher side, while profitability is modest.
National Presto Industries, Inc. NPK
Revenue grew 29.7% and operating margin is 9.6%, with a free cash flow margin of 4.9%. That suggests solid growth but only modest cash generation. Caution: debt-to-equity is not available, so its borrowing level cannot be judged from this data.
Kennametal Inc. KMT
Operating margin of 20.1% and gross margin of 41.2% are strong, and return on equity is 21.8%. Debt-to-equity is 0.47, a fairly low level. Caution: free cash flow margin is -3.4%, which is below zero.
Space Exploration Technologies Corp. SPCX
Marvin gives it an Opportunity score of 95, but a lower Business Quality score of 56 and an overall score of 75. Debt-to-equity is 0.31, fairly low. Caution: growth, margins and returns are not available, so profitability cannot be assessed.
Douglas Dynamics, Inc. PLOW
Revenue grew 15.4%, operating margin is 11.3% and return on equity is 17.5%, suggesting healthy growth and decent profitability. Free cash flow margin is 7.0%. Caution: debt-to-equity is not available, so its leverage is unknown.
FedEx Corporation FDX
Revenue grew 7.7% with an operating margin of 5.8%, so growth is modest and margins are narrow, though return on equity is 14.0%. Caution: debt-to-equity of 1.38 is on the high side, and gross margin is not available.
Korn Ferry KFY
Revenue grew 6.4%, operating margin is 12.9% and free cash flow margin is 10.7%, with debt-to-equity of 0.30. That points to steady profitability and low debt. Caution: growth is slow, and gross margin is not available.
American Superconductor Corporation AMSC
Revenue grew 34.3% and return on equity is 23.9%, but operating margin is only 4.9%. Free cash flow margin is 6.4%. Caution: the operating margin is thin, and debt-to-equity is not available.
SkyWest, Inc. SKYW
Operating margin is 14.0% and free cash flow margin is 21.7%, signs of strong cash generation, with revenue growth of 15.0%. Caution: debt-to-equity of 0.86 shows meaningful borrowing, and gross margin is not available.
Worthington Industries, Inc. WOR
Revenue grew 19.7% and free cash flow margin is 13.8%, with debt-to-equity of 0.33. That suggests good growth, solid cash generation and low debt. Caution: operating margin is only 5.6%.
Everus Construction Group, Inc. ECG
Revenue grew 31.5% and return on equity is 32.9%, though operating margin is 7.8% and gross margin is 13.0%. That points to fast growth on narrow margins. Debt-to-equity is 0.47. Caution: the margins leave little cushion.
Amentum Holdings, Inc. AMTM
Revenue grew 71.6%, but operating margin is 4.2% and return on equity is 4.3%, so profitability is low. Free cash flow margin is 3.4%. Caution: very fast growth is paired with thin margins and weak returns.
Willis Lease Finance Corporation WLFC
Free cash flow margin is 32.9% and operating margin is 15.7%, with revenue growth of 28.3%. Caution: debt-to-equity of 3.28 is the highest on this list, and the overall score of 62 is the lowest here.
Common questions
What does the Opportunity score mean?
It is one of Marvin's scores from 0 to 100. It describes how a company compares with other companies in its industry today. It is not a forecast and not a recommendation.
Why do some stocks have a high Opportunity score but a lower Business Quality score?
The two scores measure different things. Business Quality looks at the strength of a company's operations, while Opportunity is a separate comparison with industry peers. A company can rank well on one and less well on the other, as SkyWest and Space Exploration Technologies show.
Why are some figures missing for certain stocks?
Not every company reports every figure in a form Marvin can use. Where a number is not available, such as debt-to-equity for National Presto Industries, the article says so and does not guess.
Keep reading
- Top 15 Industrials Stocks Ranked by Marvin Scores
- Top 20 Small-Cap Stocks Ranked by Marvin Scores
- Top 20 Growth Stocks Right Now
- Top 15 Industrials Companies With the Strongest Businesses
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Marvin's scores (0-100) compare each company with others in its industry today. Growth and margin figures come from SEC filings. This is general information, not personal investment advice or a recommendation to buy or sell anything. Do your own research.