MLI

Validea's Top 5 Industrial Stocks Based On Benjamin Graham - 5/23/2023

The following are the top rated Industrial stocks according to Validea's Value Investor model based on the published strategy of Benjamin Graham. This deep value methodology screens for stocks that have low P/B and P/E ratios, along with low debt and solid long-term earnings growth.

MUELLER INDUSTRIES INC (MLI) is a mid-cap value stock in the Misc. Fabricated Products industry. The rating according to our strategy based on Benjamin Graham is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Mueller Industries, Inc. is a manufacturer of copper, brass, aluminum and plastic products. The Company manufacture a range of products, including copper tube and fittings; line sets; PEX plastic tube and fittings; aluminum and brass forgings; aluminum impact extrusions; compressed gas valves; refrigeration valves and fittings; pressure vessels; coaxial heat exchangers; and insulated flexible duct systems. It operates in the United States and in Canada, Mexico, Great Britain, South Korea, the Middle East and China. It operates through three segments, which include Piping Systems segment, which is composed of Domestic Piping Systems Group, Great Lakes Copper, Heatlink Group, European Operations, Trading Group, Jungwoo-Mueller and Mueller Middle East; The Industrial Metals segment that is composed of Brass Rod, Impacts & Micro Gauge and Brass Value-Added Products, and Climate segment, which is composed of Refrigeration Products, Westermeyer, Turbotec, Flex Duct and Linesets, Inc.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

SECTOR:PASS
SALES:PASS
CURRENT RATIO:PASS
LONG-TERM DEBT IN RELATION TO NET CURRENT ASSETS:PASS
LONG-TERM EPS GROWTH:PASS
P/E RATIO:PASS
PRICE/BOOK RATIO:FAIL

Detailed Analysis of MUELLER INDUSTRIES INC

MLI Guru Analysis

MLI Fundamental Analysis

TITAN INTERNATIONAL INC (TWI) is a small-cap value stock in the Auto & Truck Parts industry. The rating according to our strategy based on Benjamin Graham is 86% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Titan International, Inc. is a global manufacturer of off-highway wheels, tires, assemblies, and undercarriage products. Its segments include Agricultural, Earthmoving/Construction and Consumer. The Agricultural segment manufactures wheels, tires, and components are manufactured for use on various agricultural equipment, including tractors, combines, skidders, plows, planters, and irrigation equipment. The Earthmoving/Construction segment manufactures wheels, tires, and undercarriage systems and components for various types of off-the-roads (OTR) earthmoving, mining, military, construction, and forestry equipment, including skid steers, aerial lifts, cranes, graders and levelers, scrapers, self-propelled shovel loaders, articulated dump trucks, load transporters, haul trucks, backhoe loaders, crawler tractors, lattice cranes, shovels, and hydraulic excavators. Its Consumer segment manufactures bias truck tires in Latin America and light truck tires in Russia.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

SECTOR:PASS
SALES:PASS
CURRENT RATIO:PASS
LONG-TERM DEBT IN RELATION TO NET CURRENT ASSETS:PASS
LONG-TERM EPS GROWTH:FAIL
P/E RATIO:PASS
PRICE/BOOK RATIO:PASS

Detailed Analysis of TITAN INTERNATIONAL INC

TWI Guru Analysis

TWI Fundamental Analysis

ALAMO GROUP, INC. (ALG) is a mid-cap growth stock in the Constr. & Agric. Machinery industry. The rating according to our strategy based on Benjamin Graham is 71% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Alamo Group Inc. is engaged in designing, manufacturing, distributing and providing services of equipment for vegetation management, infrastructure maintenance and other applications. The Company has two segments: Vegetation Management Division and Industrial Equipment Division. The Vegetation Management Division includes the operations of the mowing and forestry/tree care operations, Morbark and Dutch Power business units. The Industrial Equipment Division includes the Company's vocational truck business and other industrial operations, such as excavators, vacuum trucks, street sweepers and snow removal equipment. The Company's products include tractor-mounted and self-propelled mowers, zero-turn mowers, agricultural implements, tree and branch chippers, forestry/wood recycling equipment, street and parking lot sweepers, leaf and debris collection equipment, pothole patchers, vacuum trucks, hydro-excavation equipment, telescopic boom excavators, and snow removal equipment.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

SECTOR:PASS
SALES:PASS
CURRENT RATIO:PASS
LONG-TERM DEBT IN RELATION TO NET CURRENT ASSETS:PASS
LONG-TERM EPS GROWTH:PASS
P/E RATIO:FAIL
PRICE/BOOK RATIO:FAIL

Detailed Analysis of ALAMO GROUP, INC.

ALG Guru Analysis

ALG Fundamental Analysis

ALBANY INTERNATIONAL CORP. (AIN) is a mid-cap growth stock in the Textiles - Non Apparel industry. The rating according to our strategy based on Benjamin Graham is 71% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: Albany International Corp. is a global advanced textiles and materials processing company. Its segments include Machine Clothing (MC) and Albany Engineered Composites (AEC). The Machine Clothing segment supplies consumable permeable and impermeable belts used in the manufacture of paper, paperboard, tissue and towel, pulp, nonwovens, fiber cement and several other industrial applications. It designs, manufactures, and markets paper machine clothing for each section of the paper machine and for every grade of paper. The MC segment also supplies engineered processing belts used in the manufacturing process in the pulp, corrugator, nonwovens, fiber cement, building products, and textile industries. The Albany Engineered Composites segment provides highly engineered, advanced composite structures to customers in the commercial and defense aerospace industries. The AEC segment includes Albany Safran Composites, LLC (ASC), in which its customer, SAFRAN Group (SAFRAN), owns an interest.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

SECTOR:PASS
SALES:PASS
CURRENT RATIO:PASS
LONG-TERM DEBT IN RELATION TO NET CURRENT ASSETS:PASS
LONG-TERM EPS GROWTH:PASS
P/E RATIO:FAIL
PRICE/BOOK RATIO:FAIL

Detailed Analysis of ALBANY INTERNATIONAL CORP.

AIN Guru Analysis

AIN Fundamental Analysis

U-HAUL HOLDING CO (UHAL) is a large-cap value stock in the Rental & Leasing industry. The rating according to our strategy based on Benjamin Graham is 71% based on the firm’s underlying fundamentals and the stock’s valuation. A score of 80% or above typically indicates that the strategy has some interest in the stock and a score above 90% typically indicates strong interest.

Company Description: U-Haul Holding Company, formerly AMERCO, is a holding company. The Company, through its subsidiary, U-Haul International, Inc, is a do-it-yourself moving and storage operator, which is engaged in supplying products and services to help people move and store their household and commercial goods. Its primary focus is to provide its customers with a wide selection of moving rental equipment, convenient self-storage rental facilities and related moving and self-storage products and services. It offers moving and storage protection packages such as Safemove and Safetow. These programs provide moving and towing customers with a damage waiver, cargo protection, and medical and life insurance coverage. Safestor provides protection for storage customers from loss on their goods in storage. Safestor Mobile provides protection for customers stored belongings when using its U-Box portable moving and storage containers. It also sells U-Haul brand boxes, tape and self-storage products and services.

The following table summarizes whether the stock meets each of this strategy's tests. Not all criteria in the below table receive equal weighting or are independent, but the table provides a brief overview of the strong and weak points of the security in the context of the strategy's criteria.

SECTOR:PASS
SALES:PASS
CURRENT RATIO:FAIL
LONG-TERM DEBT IN RELATION TO NET CURRENT ASSETS:FAIL
LONG-TERM EPS GROWTH:PASS
P/E RATIO:PASS
PRICE/BOOK RATIO:PASS

Detailed Analysis of U-HAUL HOLDING CO

UHAL Guru Analysis

UHAL Fundamental Analysis

Benjamin Graham Portfolio

Top Benjamin Graham Stocks

About Benjamin Graham: The late Benjamin Graham may be the oldest of the gurus we follow, but his impact on the investing world has lasted for decades after his death in 1976. Known as both the "Father of Value Investing" and the founder of the entire field of security analysis, Graham mentored several of history's greatest investors -- including Warren Buffett -- and inspired a slew of others, including John Templeton, Mario Gabelli, and another of Validea's gurus, John Neff. Graham built his fortune and reputation after living through some extremely difficult times, including both the Great Depression and his own family's financial woes following his father's death when Benjamin was a young man. His investment firm posted per annum returns of about 20 percent from 1936 to 1956, far outpacing the 12.2 percent average return for the market during that time.

About Validea: Validea is aninvestment researchservice that follows the published strategies of investment legends. Validea offers both stock analysis and model portfolios based on gurus who have outperformed the market over the long-term, including Warren Buffett, Benjamin Graham, Peter Lynch and Martin Zweig. For more information about Validea, click here

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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