Industrial - Pollution & Treatment Controls
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ATMU vs FELE
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
ATMU vs FELE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Pollution & Treatment Controls | Industrial - Machinery |
| Market Cap | $4.48B | $4.41B |
| Revenue (TTM) | $1.35B | $2.18B |
| Net Income (TTM) | $211M | $150M |
| Gross Margin | 39.2% | 35.2% |
| Operating Margin | 23.0% | 12.6% |
| Forward P/E | 18.8x | 21.8x |
| Total Debt | $570M | $280M |
| Cash & Equiv. | $236M | $100M |
ATMU vs FELE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 23 | May 26 | Return |
|---|---|---|---|
| Atmus Filtration Te… (ATMU) | 100 | 264.4 | +164.4% |
| Franklin Electric C… (FELE) | 100 | 109.9 | +9.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: ATMU vs FELE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
ATMU carries the broadest edge in this set and is the clearest fit for growth exposure and valuation efficiency.
- Rev growth 5.7%, EPS growth 12.6%, 3Y rev CAGR 4.1%
- PEG 2.38 vs FELE's 2.50
- 5.7% revenue growth vs FELE's 5.4%
FELE is the clearest fit if your priority is income & stability and long-term compounding.
- Dividend streak 32 yrs, beta 0.92, yield 1.1%
- 231.4% 10Y total return vs ATMU's 155.0%
- Lower volatility, beta 0.92, Low D/E 21.1%, current ratio 2.79x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.7% revenue growth vs FELE's 5.4% | |
| Value | Lower P/E (18.8x vs 21.8x), PEG 2.38 vs 2.50 | |
| Quality / Margins | 15.7% margin vs FELE's 6.9% | |
| Stability / Safety | Beta 0.92 vs ATMU's 1.34, lower leverage | |
| Dividends | 1.1% yield, 32-year raise streak, vs ATMU's 0.4% | |
| Momentum (1Y) | +54.7% vs FELE's +17.7% | |
| Efficiency (ROA) | 14.4% ROA vs FELE's 7.6%, ROIC 31.2% vs 14.7% |
ATMU vs FELE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
ATMU vs FELE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
ATMU leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FELE is the larger business by revenue, generating $2.2B annually — 1.6x ATMU's $1.3B. ATMU is the more profitable business, keeping 15.7% of every revenue dollar as net income compared to FELE's 6.9%. On growth, FELE holds the edge at +9.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $1.3B | $2.2B |
| EBITDAEarnings before interest/tax | $333M | $322M |
| Net IncomeAfter-tax profit | $211M | $150M |
| Free Cash FlowCash after capex | $158M | $169M |
| Gross MarginGross profit ÷ Revenue | +39.2% | +35.2% |
| Operating MarginEBIT ÷ Revenue | +23.0% | +12.6% |
| Net MarginNet income ÷ Revenue | +15.7% | +6.9% |
| FCF MarginFCF ÷ Revenue | +11.7% | +7.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | -100.0% | +9.9% |
| EPS Growth (YoY)Latest quarter vs prior year | +9.3% | +13.4% |
Valuation Metrics
FELE leads this category, winning 4 of 7 comparable metrics.
Valuation Metrics
At 21.9x trailing earnings, ATMU trades at a 29% valuation discount to FELE's 30.8x P/E. Adjusting for growth (PEG ratio), ATMU offers better value at 2.78x vs FELE's 3.53x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.5B | $4.4B |
| Enterprise ValueMkt cap + debt − cash | $4.8B | $4.6B |
| Trailing P/EPrice ÷ TTM EPS | 21.94x | 30.75x |
| Forward P/EPrice ÷ next-FY EPS est. | 18.79x | 21.77x |
| PEG RatioP/E ÷ EPS growth rate | 2.78x | 3.53x |
| EV / EBITDAEnterprise value multiple | 15.10x | 13.82x |
| Price / SalesMarket cap ÷ Revenue | 2.54x | 2.07x |
| Price / BookPrice ÷ Book value/share | 12.00x | 3.41x |
| Price / FCFMarket cap ÷ FCF | 30.10x | 22.81x |
Profitability & Efficiency
ATMU leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
ATMU delivers a 58.8% return on equity — every $100 of shareholder capital generates $59 in annual profit, vs $11 for FELE. FELE carries lower financial leverage with a 0.21x debt-to-equity ratio, signaling a more conservative balance sheet compared to ATMU's 1.51x. On the Piotroski fundamental quality scale (0–9), ATMU scores 7/9 vs FELE's 5/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +58.8% | +11.4% |
| ROA (TTM)Return on assets | +14.4% | +7.6% |
| ROICReturn on invested capital | +31.2% | +14.7% |
| ROCEReturn on capital employed | +31.6% | +18.1% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 5 |
| Debt / EquityFinancial leverage | 1.51x | 0.21x |
| Net DebtTotal debt minus cash | $334M | $181M |
| Cash & Equiv.Liquid assets | $236M | $100M |
| Total DebtShort + long-term debt | $570M | $280M |
| Interest CoverageEBIT ÷ Interest expense | 6.02x | 24.75x |
Total Returns (Dividends Reinvested)
ATMU leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in ATMU five years ago would be worth $25,499 today (with dividends reinvested), compared to $12,034 for FELE. Over the past 12 months, ATMU leads with a +54.7% total return vs FELE's +17.7%. The 3-year compound annual growth rate (CAGR) favors ATMU at 36.6% vs FELE's 3.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +4.7% | +3.6% |
| 1-Year ReturnPast 12 months | +54.7% | +17.7% |
| 3-Year ReturnCumulative with dividends | +155.0% | +10.0% |
| 5-Year ReturnCumulative with dividends | +155.0% | +20.3% |
| 10-Year ReturnCumulative with dividends | +155.0% | +231.4% |
| CAGR (3Y)Annualised 3-year return | +36.6% | +3.2% |
Risk & Volatility
FELE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
FELE is the less volatile stock with a 0.92 beta — it tends to amplify market swings less than ATMU's 1.34 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FELE currently trades 89.6% from its 52-week high vs ATMU's 82.5% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.34x | 0.92x |
| 52-Week HighHighest price in past year | $66.50 | $111.53 |
| 52-Week LowLowest price in past year | $34.58 | $83.42 |
| % of 52W HighCurrent price vs 52-week peak | +82.5% | +89.6% |
| RSI (14)Momentum oscillator 0–100 | 40.4 | 54.8 |
| Avg Volume (50D)Average daily shares traded | 996K | 281K |
Analyst Outlook
FELE leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates ATMU as "Buy" and FELE as "Hold". Consensus price targets imply 0.1% upside for FELE (target: $100) vs -26.5% for ATMU (target: $40). For income investors, FELE offers the higher dividend yield at 1.11% vs ATMU's 0.38%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $40.33 | $100.00 |
| # AnalystsCovering analysts | 5 | 11 |
| Dividend YieldAnnual dividend ÷ price | +0.4% | +1.1% |
| Dividend StreakConsecutive years of raises | 2 | 32 |
| Dividend / ShareAnnual DPS | $0.21 | $1.11 |
| Buyback YieldShare repurchases ÷ mkt cap | +1.4% | +3.8% |
ATMU leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). FELE leads in 3 (Valuation Metrics, Risk & Volatility).
ATMU vs FELE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is ATMU or FELE a better buy right now?
For growth investors, Atmus Filtration Technologies Inc.
(ATMU) is the stronger pick with 5. 7% revenue growth year-over-year, versus 5. 4% for Franklin Electric Co. , Inc. (FELE). Atmus Filtration Technologies Inc. (ATMU) offers the better valuation at 21. 9x trailing P/E (18. 8x forward), making it the more compelling value choice. Analysts rate Atmus Filtration Technologies Inc. (ATMU) a "Buy" — based on 5 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — ATMU or FELE?
On trailing P/E, Atmus Filtration Technologies Inc.
(ATMU) is the cheapest at 21. 9x versus Franklin Electric Co. , Inc. at 30. 8x. On forward P/E, Atmus Filtration Technologies Inc. is actually cheaper at 18. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Atmus Filtration Technologies Inc. wins at 2. 38x versus Franklin Electric Co. , Inc. 's 2. 50x.
03Which is the better long-term investment — ATMU or FELE?
Over the past 5 years, Atmus Filtration Technologies Inc.
(ATMU) delivered a total return of +155. 0%, compared to +20. 3% for Franklin Electric Co. , Inc. (FELE). Over 10 years, the gap is even starker: FELE returned +231. 4% versus ATMU's +155. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — ATMU or FELE?
By beta (market sensitivity over 5 years), Franklin Electric Co.
, Inc. (FELE) is the lower-risk stock at 0. 92β versus Atmus Filtration Technologies Inc. 's 1. 34β — meaning ATMU is approximately 47% more volatile than FELE relative to the S&P 500. On balance sheet safety, Franklin Electric Co. , Inc. (FELE) carries a lower debt/equity ratio of 21% versus 151% for Atmus Filtration Technologies Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — ATMU or FELE?
By revenue growth (latest reported year), Atmus Filtration Technologies Inc.
(ATMU) is pulling ahead at 5. 7% versus 5. 4% for Franklin Electric Co. , Inc. (FELE). On earnings-per-share growth, the picture is similar: Atmus Filtration Technologies Inc. grew EPS 12. 6% year-over-year, compared to -15. 8% for Franklin Electric Co. , Inc.. Over a 3-year CAGR, ATMU leads at 4. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — ATMU or FELE?
Atmus Filtration Technologies Inc.
(ATMU) is the more profitable company, earning 11. 8% net margin versus 6. 9% for Franklin Electric Co. , Inc. — meaning it keeps 11. 8% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: ATMU leads at 16. 4% versus 12. 7% for FELE. At the gross margin level — before operating expenses — FELE leads at 35. 5%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is ATMU or FELE more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Atmus Filtration Technologies Inc. (ATMU) is the more undervalued stock at a PEG of 2. 38x versus Franklin Electric Co. , Inc. 's 2. 50x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Atmus Filtration Technologies Inc. (ATMU) trades at 18. 8x forward P/E versus 21. 8x for Franklin Electric Co. , Inc. — 3. 0x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for FELE: 0. 1% to $100. 00.
08Which pays a better dividend — ATMU or FELE?
All stocks in this comparison pay dividends.
Franklin Electric Co. , Inc. (FELE) offers the highest yield at 1. 1%, versus 0. 4% for Atmus Filtration Technologies Inc. (ATMU).
09Is ATMU or FELE better for a retirement portfolio?
For long-horizon retirement investors, Franklin Electric Co.
, Inc. (FELE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 92), 1. 1% yield, +231. 4% 10Y return). Both have compounded well over 10 years (FELE: +231. 4%, ATMU: +155. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between ATMU and FELE?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
FELE pays a dividend while ATMU does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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