COMPARE · Reviewed July 2, 2026

EPAC vs MWA

Verdict: Side-by-side breakdown using the Bull Rankings model. EPAC scored 80, MWA scored 74.7 — EPAC ahead by 5.299999999999997.
EPAC
Enerpac Tool Group Corp.
Specialty Industrial Machinery · Quality-Growth
80
$34.87
Score gap
5.299999999999997
EPAC leads
MWA
Mueller Water Products, Inc.
Specialty Industrial Machinery · Quality-Growth
74.7
$24.97
EPACEnerpac Tool Group Corp.
Specialty Industrial Machinery · $34.87 · beta 0.87
Why now
Specialty Industrial Machinery · market cap $1.8b. Down 23% from 52-week high of $45.00 — deep drawdown territory. PEG 0.34 — paying under fair value for the growth rate.
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 21% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 129% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Value re-rating depends on a catalyst. Without one — analyst day, divestiture, margin recovery, capital return — the stock can stay cheap on these multiples for years.
MWAMueller Water Products, Inc.
Specialty Industrial Machinery · $24.97 · beta 1.03
Why now
Specialty Industrial Machinery · market cap $3.9b. 19% off the 52-week high of $31.00. 6 sell-side analysts rate this a Buy with a mean 1-yr target of $31.00 (implying +24% upside).
Moat
Net margin 14% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
EPACComponentMWA
C65FCFC65
C+70RevB80
B+85D/EB+85
B+85P/E or P/SA-90
A95PEGB+85
Supplemental signals · feed the score, not on the row card
B+85FCF YieldB80
A-90ROEB+85
82.8Base composite81.7
EPAC
compounder synergy (FCF yield ≥5% + ROE ≥15% + D/E <1)+4
GARP sweet spot (PEG <1, positive FCF)+1
Total+5
MWA
DCF cross-check (avg upside -44%)-1
Total-1
EPAC upsideHorizonMWA upside
+10%1Y-47%
+29%5Y-44%
+62%10Y-41%
Generating verdict… typically 5–10 seconds
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