IDEX Corporation (IEX) and Twin Disc Incorporated (NASDAQ:TWIN) Contrasting side by side

As Diversified Machinery companies, IDEX Corporation (NYSE:IEX) and Twin Disc Incorporated (NASDAQ:TWIN) are our subject to contrast. And more specifically their profitability, analyst recommendations, institutional ownership, risk, dividends, earnings and valuation.

Earnings & Valuation

Gross Revenue Price/Sales Ratio Net Income Earnings Per Share Price/Earnings Ratio
IDEX Corporation 2.48B 4.34 410.57M 5.62 23.92
Twin Disc Incorporated 291.92M 0.70 16.86M 1.11 14.03

Table 1 demonstrates IDEX Corporation and Twin Disc Incorporated’s top-line revenue, earnings per share and valuation. Twin Disc Incorporated seems to has lower revenue and earnings compared to IDEX Corporation. The business with a higher P/E ratio is currently more expensive of the two stocks. IDEX Corporation’s current P/E ratio is higher than that of Twin Disc Incorporated, which means that it is the expensive of the two.

Profitability

Table 2 shows us IDEX Corporation and Twin Disc Incorporated’s net margins, return on equity and return on assets.

Net Margins Return on Equity Return on Assets
IDEX Corporation 16.56% 20.4% 11.7%
Twin Disc Incorporated 5.78% 6.2% 3.5%

Volatility & Risk

IDEX Corporation’s 1.32 beta indicates that its volatility is 32.00% more volatile than that of S&P 500. Twin Disc Incorporated’s 100.00% more volatile than S&P 500 which is a result of the 2 beta.

Liquidity

IDEX Corporation’s Current Ratio is 3.2 while its Quick Ratio is 2.4. On the competitive side is, Twin Disc Incorporated which has a 2.6 Current Ratio and a 1 Quick Ratio. IDEX Corporation is better positioned to pay off short and long-term obligations compared to Twin Disc Incorporated.

Dividends

IDEX Corporation pays out a $1.72 per share dividend on a yearly basis and it also offers 1.23% dividend yield. Twin Disc Incorporated does not pay a dividend.

Analyst Recommendations

IDEX Corporation and Twin Disc Incorporated Recommendations and Ratings are available in the next table.

Sell Ratings Hold Ratings Buy Ratings Rating Score
IDEX Corporation 0 1 3 2.75
Twin Disc Incorporated 0 0 1 3.00

The consensus target price of IDEX Corporation is $146, with potential upside of 4.02%. Twin Disc Incorporated on the other hand boasts of a $20 consensus target price and a 28.04% potential upside. The results from earlier shows that analysts view suggest that Twin Disc Incorporated seems more appealing than IDEX Corporation.

Institutional & Insider Ownership

Institutional investors held 98.7% of IDEX Corporation shares and 62.3% of Twin Disc Incorporated shares. Insiders held roughly 0.3% of IDEX Corporation’s shares. Comparatively, Twin Disc Incorporated has 4.4% of it’s share held by insiders.

Performance

Here are the Weekly, Monthly, Quarterly, Half Yearly, Yearly and YTD Performance of both pretenders.

Performance (W) Performance (M) Performance (Q) Performance (HY) Performance (Y) Performance (YTD)
IDEX Corporation -2.2% -3% -11.89% -6.28% 1.57% 1.83%
Twin Disc Incorporated -11% -20.2% -42.03% -44.1% -41.81% -41.55%

For the past year IDEX Corporation has 1.83% stronger performance while Twin Disc Incorporated has -41.55% weaker performance.

Summary

IDEX Corporation beats Twin Disc Incorporated on 15 of the 16 factors.

IDEX Corporation, through its subsidiaries, provides various pumps, flow meters, other fluidics systems and components, and engineered products worldwide. Its Fluid & Metering Technologies segment designs, produces, and distributes positive displacement pumps, flow meters, injectors, other fluid-handling pump modules and systems, and specialty valve products, as well as offers flow monitoring and other services for food, chemical, general industrial, water and wastewater, agricultural, and energy industries. The company's Health & Science Technologies segment designs, produces, and distributes precision fluidics, rotary lobe pumps, centrifugal and positive displacement pumps, roll compaction, and drying systems for use in beverage, food processing, pharmaceutical, and cosmetics; pneumatic components and sealing solutions, such as pumping solutions for analytical instrumentation, clinical diagnostics, and drug discovery; biocompatible medical devices and implantables; and air compressors for medical, dental, and industrial applications. It also provides optical components and coatings for scientific research, defense, biotechnology, life sciences, aerospace, telecommunications, and electronics manufacturing applications; laboratory and commercial equipment for the production of micro and nano scale materials; precision photonic solutions for life sciences, research, and defense markets; and precision gear and peristaltic pump technologies. The company's Fire & Safety/Diversified Products segment offers firefighting pumps and controls, apparatus valves, monitors, nozzles, rescue tools, lifting bags, and other components and systems for the fire and rescue industry; engineered stainless steel banding and clamping devices for industrial and commercial applications; and precision equipment for dispensing, metering, and mixing colorants, as well as paints for use in retail and commercial businesses. The company was founded in 1987 and is based in Lake Forest, Illinois.

Twin Disc, Incorporated designs, manufactures, and sells marine and heavy duty off-highway power transmission equipment worldwide. The company operates through two segments, Manufacturing and Distribution. It offers marine transmissions, surface drives, propellers, and boat management systems; and power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and controls systems. The company also provides non-twin disc manufactured products. It serves customers primarily in the commercial, pleasure craft, and military marine markets, as well as in the energy and natural resources, government, and industrial markets through a direct sales force and distributor network. Twin Disc, Incorporated was founded in 1918 and is headquartered in Racine, Wisconsin.