Stock analysis · Bull Rankings model

NDSN analysis

Nordson CorporationSpecialty Industrial Machinery. Scored on the same transparent model behind the daily rankings.

Robotics & Automation
NDSN
Nordson Corporation · Specialty Industrial Machinery
FCF$714mC+
Rev+7.4%B
D/E0.62B
P/E33.2xB
PEG1.84C+
59.1Score
$310.43$17.3B
1Y Target$316.86Analyst consensus · 7 analysts
5Y Target$463.91Compound horizon
10Y Target$688.18Long-dated conviction
FCF$714mTTM
C+
FCF $714m — respectable but not differentiating
Rev+7.4%TTM YoY
B
Revenue +7.4% — at or above S&P median
D/E0.62
B
D/E 0.62 — near the Industrials debt median (≈60th pctile)
P/E33.2x
B
P/E 33.2 — near the Industrials median (≈60th pctile)
PEG1.84
C+
PEG 1.84 — modest premium; above fair value

Forward price target — the 1-year figure is the analyst consensus where the stock is covered; the 5- and 10-year figures compound our earnings estimate from there. The DCF below is a separate cross-check on intrinsic value (what it's worth today), not another target.

Quality-growth score · 59.1
Quality0.77
Growth0.73
Value0.36
Why this score
  • Raising its dividend
Entry · Margin of safety
52-week rangeNear 52-week high
0% off the 12-month high
vs DCF fair value42% aboveest. fair value ~$219
What the price assumes: free cash flow compounding at ~15% a year for the next decade — vs the ~8% a year our model projects from current growth and analyst estimates.
Quality signals · context only
Gross profitability27% · Bgross profit ÷ total assets (Novy-Marx)
ROIC11.9% · Breturn on invested capital — not score-weighted
Why now
Specialty Industrial Machinery · market cap $17.3b. Trading near 52-week high of $310.50 — momentum setup, limited technical margin of safety. 7 sell-side analysts rate this a Buy with a mean 1-yr target of $316.86 (implying +2% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 16% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 135% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
Horizon
1-3 yr $316.86 (7-analyst consensus) — fundamentals + valuation re-rating. 5 yr $463.91 at ~8% CAGR — compounding case rests on the competitive position widening. 10 yr $688.18 if current growth sustains into durable earnings power.
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.

NDSN vs the Top Picks average

PillarNDSNBook avgDiff
Quality0.770.83-0.06
Growth0.730.91-0.17
Value0.360.75-0.38

Averaged across the 30 names in today's Top Picks (mean score 81.8). A name can beat these averages and still be absent from the book — it also applies concentration limits.

Trend
+3.2 over 34 daily scores
From 55.9 (Jun 22) → 59.1 (now)

One point per daily model run. The range autoscales, so a flat-looking line can still hide 1–2 point moves — read the From → To values for the actual range.

Shares to buy
6
Position size
$1,863
3.7% of portfolio
Stop price
$232.82
25% below $310.43
$ at risk if stopped
$465.64
budget $500.00 · 1% of portfolio

Math only — share count is floor(portfolio × risk% ÷ (price × stop%)). Doesn't account for commissions, slippage, gap risk, or position-correlation across your book. Inputs persist locally; never sent to the server. Not investment advice.

Nordson Corporation (NDSN): score, valuation & FAQ

Nordson Corporation (NDSN) is a Specialty Industrial Machinery company that scores 59.1 out of 100 on the Bull Rankings quality-growth model — a middling reading. The score blends three pillars — quality (durable returns, healthy margins, low leverage), growth (revenue and earnings), and value (valuation versus sector peers) — into one number, refreshed daily; it is a screen, not a buy recommendation.

On valuation, NDSN sits about 42% above our discounted-cash-flow fair value — the current price implies roughly 15% annual free-cash-flow growth over the next decade.

Is NDSN a good stock to buy?

Bull Rankings scores NDSN 59.1 out of 100 on its quality-growth model, which is a middling reading. A score is a quantitative screen of Nordson Corporation's fundamentals, not personalised financial advice — weigh it against your own time horizon and risk tolerance, and read the risk factors below before acting.

Why does NDSN score 59.1 on Bull Rankings?

The quality-growth score blends three pillars — quality (returns on capital, margins, leverage, earnings quality), growth (revenue and earnings expansion), and value (valuation versus sector peers). NDSN grades middle-of-pack across the strip. Each pillar is graded against sector-aware thresholds, then combined into the single 0–100 score.

Is NDSN overvalued or undervalued?

Based on $310.43, NDSN sits about 42% above our discounted-cash-flow fair value — the current price implies roughly 15% annual free-cash-flow growth over the next decade. It trades at a 33.2x× P/E (graded B). Discounted-cash-flow estimates are sensitive to growth and discount-rate assumptions, so treat this as a cross-check, not a price target.

What are the main risks of investing in NDSN?

Trading within 0% of the 52-week high — limited technical margin of safety; a momentum reversal would test conviction. Trailing P/E 33x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.

New to these metrics? The guides explain free cash flow, how the score works, and more in the learn hub — or run another name through the screener.

Bull Rankings is an automated fundamentals screen for research and education. It is not investment advice, and nothing here is a recommendation to buy or sell any security. Do your own research and consider consulting a licensed financial adviser.

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