Taylor Devices, Inc. (TAYD) vs Twin Disc, Incorporated (TWIN)

Taylor Devices, Inc. and Twin Disc, Incorporated are both Specialty Industrial Machinery companies. Twin Disc, Incorporated is the larger, with a market value of $377.1M against $205.0M — 1.8× the size. Twin Disc, Incorporated trades at the lower P/E: 13.6× against 23.3×. Twin Disc, Incorporated grew revenue faster over the last twelve months: 11.9% against −10.0%. Taylor Devices, Inc. has the higher net margin (20.6% vs 7.10%) and the higher return on invested capital (14.6% vs 4.80%). Across the 22 metrics below, Taylor Devices, Inc. leads on 11 and Twin Disc, Incorporated on 11.

Valuation

Metric TAYD TWIN Specialty Industrial Machinery median
P/E 23.33 13.65 29.62
P/S 4.81 0.97 2.77
P/B 2.75 1.68 3.04
Price to free cash flow 43.70 39.16 23.81
EV/EBITDA 17.15 12.07 16.05
EV/Sales 3.82 1.00 2.94
Earnings yield 4.29% 7.33% 3.08%
Free cash flow yield 2.29% 2.55% 3.12%

Profitability

Metric TAYD TWIN Specialty Industrial Machinery median
Gross margin 44.05% 26.90% 35.90%
Operating margin 17.63% 4.71% 11.22%
Net margin 20.56% 7.10% 7.80%
Free cash flow margin 11.73% 2.47% 9.51%
Return on equity 12.70% 13.00% 11.10%
Return on assets 11.47% 6.86% 4.63%
Return on invested capital 14.63% 4.80% 5.37%

Growth

Metric TAYD TWIN Specialty Industrial Machinery median
Revenue growth (TTM) (10.03%) 11.90% 6.45%
EPS growth (last fiscal year) (8.71%) 1,428.57% —
Revenue growth, 5-year CAGR 13.10% 11.77% 8.31%
Net income growth, 5-year CAGR 51.79% 0.00% 5.04%

Health

Metric TAYD TWIN Specialty Industrial Machinery median
Debt to equity 0.00 0.14 0.35
Current ratio 12.76 2.35 2.11
Net debt to EBITDA (4.47) 0.43 1.32

Dividend

Metric TAYD TWIN Specialty Industrial Machinery median
Dividend yield — 0.26% 1.12%
Payout ratio 0.00 0.00 0.17

Size

Metric TAYD TWIN Specialty Industrial Machinery median
Market cap 205.01m 377.14m 1.97b

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