Industrial - Machinery
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FELE vs NDSN
Revenue, margins, valuation, and 5-year total return — side by side.
Industrial - Machinery
FELE vs NDSN — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Industrial - Machinery | Industrial - Machinery |
| Market Cap | $4.41B | $15.83B |
| Revenue (TTM) | $2.18B | $2.85B |
| Net Income (TTM) | $150M | $523M |
| Gross Margin | 35.2% | 55.2% |
| Operating Margin | 12.6% | 25.9% |
| Forward P/E | 21.8x | 24.9x |
| Total Debt | $280M | $2.09B |
| Cash & Equiv. | $100M | $108M |
FELE vs NDSN — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Franklin Electric C… (FELE) | 100 | 197.0 | +97.0% |
| Nordson Corporation (NDSN) | 100 | 150.9 | +50.9% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FELE vs NDSN
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FELE is the clearest fit if your priority is growth exposure and sleep-well-at-night.
- Rev growth 5.4%, EPS growth -15.8%, 3Y rev CAGR 1.4%
- Lower volatility, beta 0.92, Low D/E 21.1%, current ratio 2.79x
- Beta 0.92, yield 1.1%, current ratio 2.79x
NDSN carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.
- Dividend streak 37 yrs, beta 1.05, yield 1.1%
- 298.2% 10Y total return vs FELE's 231.4%
- PEG 1.68 vs FELE's 2.50
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 5.4% revenue growth vs NDSN's 3.8% | |
| Value | Lower P/E (21.8x vs 24.9x) | |
| Quality / Margins | 18.4% margin vs FELE's 6.9% | |
| Stability / Safety | Beta 0.92 vs NDSN's 1.05, lower leverage | |
| Dividends | 1.1% yield, 37-year raise streak, vs FELE's 1.1% | |
| Momentum (1Y) | +51.8% vs FELE's +17.7% | |
| Efficiency (ROA) | 10.2% ROA vs FELE's 7.6%, ROIC 10.5% vs 14.7% |
FELE vs NDSN — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FELE vs NDSN — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
NDSN leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
NDSN and FELE operate at a comparable scale, with $2.8B and $2.2B in trailing revenue. NDSN is the more profitable business, keeping 18.4% of every revenue dollar as net income compared to FELE's 6.9%.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $2.2B | $2.8B |
| EBITDAEarnings before interest/tax | $322M | $851M |
| Net IncomeAfter-tax profit | $150M | $523M |
| Free Cash FlowCash after capex | $169M | $646M |
| Gross MarginGross profit ÷ Revenue | +35.2% | +55.2% |
| Operating MarginEBIT ÷ Revenue | +12.6% | +25.9% |
| Net MarginNet income ÷ Revenue | +6.9% | +18.4% |
| FCF MarginFCF ÷ Revenue | +7.8% | +22.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.9% | +8.8% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.4% | +44.2% |
Valuation Metrics
FELE leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 30.8x trailing earnings, FELE trades at a 8% valuation discount to NDSN's 33.4x P/E. Adjusting for growth (PEG ratio), NDSN offers better value at 2.26x vs FELE's 3.53x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.4B | $15.8B |
| Enterprise ValueMkt cap + debt − cash | $4.6B | $17.8B |
| Trailing P/EPrice ÷ TTM EPS | 30.75x | 33.39x |
| Forward P/EPrice ÷ next-FY EPS est. | 21.77x | 24.86x |
| PEG RatioP/E ÷ EPS growth rate | 3.53x | 2.26x |
| EV / EBITDAEnterprise value multiple | 13.82x | 20.66x |
| Price / SalesMarket cap ÷ Revenue | 2.07x | 5.67x |
| Price / BookPrice ÷ Book value/share | 3.41x | 5.31x |
| Price / FCFMarket cap ÷ FCF | 22.81x | 23.94x |
Profitability & Efficiency
FELE leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
NDSN delivers a 16.8% return on equity — every $100 of shareholder capital generates $17 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 NDSN's 0.69x. On the Piotroski fundamental quality scale (0–9), NDSN scores 6/9 vs FELE's 5/9, reflecting solid financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +11.4% | +16.8% |
| ROA (TTM)Return on assets | +7.6% | +10.2% |
| ROICReturn on invested capital | +14.7% | +10.5% |
| ROCEReturn on capital employed | +18.1% | +13.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.21x | 0.69x |
| Net DebtTotal debt minus cash | $181M | $2.0B |
| Cash & Equiv.Liquid assets | $100M | $108M |
| Total DebtShort + long-term debt | $280M | $2.1B |
| Interest CoverageEBIT ÷ Interest expense | 24.75x | 7.44x |
Total Returns (Dividends Reinvested)
NDSN leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in NDSN five years ago would be worth $14,244 today (with dividends reinvested), compared to $12,034 for FELE. Over the past 12 months, NDSN leads with a +51.8% total return vs FELE's +17.7%. The 3-year compound annual growth rate (CAGR) favors NDSN at 10.4% vs FELE's 3.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +3.6% | +18.2% |
| 1-Year ReturnPast 12 months | +17.7% | +51.8% |
| 3-Year ReturnCumulative with dividends | +10.0% | +34.5% |
| 5-Year ReturnCumulative with dividends | +20.3% | +42.4% |
| 10-Year ReturnCumulative with dividends | +231.4% | +298.2% |
| CAGR (3Y)Annualised 3-year return | +3.2% | +10.4% |
Risk & Volatility
Evenly matched — FELE and NDSN each lead in 1 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 NDSN's 1.05 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. NDSN currently trades 93.1% from its 52-week high vs FELE's 89.6% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.92x | 1.05x |
| 52-Week HighHighest price in past year | $111.53 | $305.28 |
| 52-Week LowLowest price in past year | $83.42 | $188.22 |
| % of 52W HighCurrent price vs 52-week peak | +89.6% | +93.1% |
| RSI (14)Momentum oscillator 0–100 | 54.8 | 59.3 |
| Avg Volume (50D)Average daily shares traded | 281K | 306K |
Analyst Outlook
NDSN leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates FELE as "Hold" and NDSN as "Buy". Consensus price targets imply 9.6% upside for NDSN (target: $312) vs 0.1% for FELE (target: $100). For income investors, NDSN offers the higher dividend yield at 1.11% vs FELE's 1.11%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $100.00 | $311.50 |
| # AnalystsCovering analysts | 11 | 20 |
| Dividend YieldAnnual dividend ÷ price | +1.1% | +1.1% |
| Dividend StreakConsecutive years of raises | 32 | 37 |
| Dividend / ShareAnnual DPS | $1.11 | $3.15 |
| Buyback YieldShare repurchases ÷ mkt cap | +3.8% | +1.9% |
NDSN leads in 3 of 6 categories (Income & Cash Flow, Total Returns). FELE leads in 2 (Valuation Metrics, Profitability & Efficiency). 1 tied.
FELE vs NDSN: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FELE or NDSN a better buy right now?
For growth investors, Franklin Electric Co.
, Inc. (FELE) is the stronger pick with 5. 4% revenue growth year-over-year, versus 3. 8% for Nordson Corporation (NDSN). Franklin Electric Co. , Inc. (FELE) offers the better valuation at 30. 8x trailing P/E (21. 8x forward), making it the more compelling value choice. Analysts rate Nordson Corporation (NDSN) a "Buy" — based on 20 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 — FELE or NDSN?
On trailing P/E, Franklin Electric Co.
, Inc. (FELE) is the cheapest at 30. 8x versus Nordson Corporation at 33. 4x. On forward P/E, Franklin Electric Co. , Inc. is actually cheaper at 21. 8x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Nordson Corporation wins at 1. 68x versus Franklin Electric Co. , Inc. 's 2. 50x — a reasonable growth-adjusted valuation.
03Which is the better long-term investment — FELE or NDSN?
Over the past 5 years, Nordson Corporation (NDSN) delivered a total return of +42.
4%, compared to +20. 3% for Franklin Electric Co. , Inc. (FELE). Over 10 years, the gap is even starker: NDSN returned +298. 2% versus FELE's +231. 4%. 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 — FELE or NDSN?
By beta (market sensitivity over 5 years), Franklin Electric Co.
, Inc. (FELE) is the lower-risk stock at 0. 92β versus Nordson Corporation's 1. 05β — meaning NDSN is approximately 15% 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 69% for Nordson Corporation — giving it more financial flexibility in a downturn.
05Which is growing faster — FELE or NDSN?
By revenue growth (latest reported year), Franklin Electric Co.
, Inc. (FELE) is pulling ahead at 5. 4% versus 3. 8% for Nordson Corporation (NDSN). On earnings-per-share growth, the picture is similar: Nordson Corporation grew EPS 4. 9% year-over-year, compared to -15. 8% for Franklin Electric Co. , Inc.. Over a 3-year CAGR, NDSN leads at 2. 5% 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 — FELE or NDSN?
Nordson Corporation (NDSN) is the more profitable company, earning 17.
4% net margin versus 6. 9% for Franklin Electric Co. , Inc. — meaning it keeps 17. 4% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: NDSN leads at 25. 5% versus 12. 7% for FELE. At the gross margin level — before operating expenses — NDSN leads at 55. 2%, 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 FELE or NDSN 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, Nordson Corporation (NDSN) is the more undervalued stock at a PEG of 1. 68x 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, Franklin Electric Co. , Inc. (FELE) trades at 21. 8x forward P/E versus 24. 9x for Nordson Corporation — 3. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for NDSN: 9. 6% to $311. 50.
08Which pays a better dividend — FELE or NDSN?
All stocks in this comparison pay dividends.
Nordson Corporation (NDSN) offers the highest yield at 1. 1%, versus 1. 1% for Franklin Electric Co. , Inc. (FELE).
09Is FELE or NDSN 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%, NDSN: +298. 2%), 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 FELE and NDSN?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
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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