U.K. Capital Goods Potentially Undervalued Companies

PORR

Market Cap: €1.2b

Operates as a construction company in Austria, Germany, Poland, the Czech Republic, Italy, Romania, Switzerland, Serbia, Great Britain, Slovakia, Norway, Belgium, and internationally.

Compagnie de Saint-Gobain

Market Cap: €50.4b

Designs, manufactures, and distributes materials and solutions for the construction and industrial markets worldwide.

Airbus

Market Cap: €153.4b

Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.

Herige

Market Cap: €61.7m

Engages in the trading of building materials for professional and DIY customers primarily in France.

Scana

Market Cap: NOK 749.2m

Provides technology and services for the offshore and energy industries in Norway, other European countries, the United States, Asia, and Africa.

Daimler Truck Holding

Market Cap: €28.6b

Manufactures and sells light, medium- and heavy-duty trucks and buses in Europe, North America, Asia, Latin America, and internationally.

Billington Holdings

Market Cap: UK£45.4m

Through its subsidiaries, provides structural steel and construction safety solutions in the United Kingdom and Europe.

CEPS

Market Cap: UK£6.3m

Operates as an industrial trading holding company in the United Kingdom, rest of Europe, and internationally.

AB Volvo

Market Cap: SEK 554.1b

Manufactures and sells trucks, buses, construction equipment, and marine and industrial engines in Europe, the United States, Asia, Africa, and Oceania.

Alimak Group

Market Cap: SEK 13.1b

Alimak Group AB (publ) desigs and manufactures vertical access solutions in Europe, Asia, Australia, South and North America, and internationally.

Comer Industries

Market Cap: €962.9m

Designs and produces engineering systems and mechatronic solutions for power transmission applications in North America, Latin America, the Asia pacific, Europe, the Middle East, and Africa.

WashTec

Market Cap: €519.2m

Provides solutions for car wash in Germany, Europe, North America, and the Asia Pacific.

HydrogenPro

Market Cap: NOK 750.3m

Engages in designing and delivering green hydrogen technology and systems in Norway, Europe, the United States, and the Asia Pacific.

Vestum

Market Cap: SEK 3.3b

Engages in the infrastructure, water, and service businesses in Sweden and internationally.

Alfen

Market Cap: €213.6m

Through its subsidiaries, engages in the design, engineering, development, production, and service of smart grid solutions, energy storage systems, and electric vehicle charging equipment.

Compagnie Chargeurs Invest

Market Cap: €273.2m

Operates as an industrial and financial company in France, Italy, Germany, the United States, Mainland China, Hong Kong, the United Kingdom, and internationally.

Gesco

Market Cap: €161.5m

Operates in the process, resource, healthcare, and infrastructure technology sectors in Germany, rest of Europe, the United States, and internationally.

Koninklijke BAM Groep

Market Cap: €2.1b

Provides products and services in the construction and property, civil engineering, and public private partnerships (PPP) sectors worldwide.

Nexans

Market Cap: €5.8b

Manufactures and sells cables in France, Canada, Norway, Germany, and internationally.

DEUTZ

Market Cap: €1.4b

Develops, manufactures, and sells diesel and gas engines in Germany, Rest of Europe, the Middle East, Africa, the Asia Pacific, and the United States.

Cohort

Market Cap: UK£631.9m

Provides various products and services in defense, security, and related markets in the United Kingdom, Germany, Portugal, Australia, North and South America, Asia Pacific, Africa, and other European countries.

AMPEAK ENERGY

Market Cap: UK£17.0m

Engages in developing, building, owning, and operating energy projects in the United Kingdom.

Epwin Group

Market Cap: UK£160.5m

Manufactures building products for the repair, maintenance and improvement, social housing, and new build markets in the United Kingdom, Europe, and internationally.

SIG

Market Cap: UK£113.1m

Supplies specialist insulation and sustainable construction products and solutions in the United Kingdom, Germany, France, Benelux, Poland, and Ireland.

Macfarlane Group

Market Cap: UK£148.1m

Through its subsidiaries, designs, manufactures, and distributes protective packaging products to businesses in the United Kingdom and Europe.

Bombardier

Market Cap: CA$18.9b

Engages in the design, manufacture, and sale of business aircraft and aircraft structural components worldwide.

NCC

Market Cap: SEK 20.6b

Operates as a construction company in Sweden, Norway, Denmark, and Finland.

MBB

Market Cap: €911.1m

Engages in the acquisition and management of medium-sized companies primarily in the technology and engineering sectors in Germany and internationally.

dormakaba Holding

Market Cap: CHF 3.0b

Provides access and security solutions worldwide.

Munters Group

Market Cap: SEK 22.5b

Provides climate solutions in the Americas, Europe, the Middle East, Africa, and Asia.

Ackermans & Van Haaren

Market Cap: €7.2b

Engages in the marine engineering and contracting, private banking, real estate and senior care, energy and resources, and growth capital businesses worldwide.

Airbus

Market Cap: €153.4b

Engages in the design, manufacture, and delivery of aeronautics and aerospace products, services, and solutions worldwide.

Heidelberger Druckmaschinen

Market Cap: €336.6m

Manufactures, sells, and deals in printing presses and other print media industry products in Europe, the Middle East, Africa, the Asia Pacific, and the Americas.

PNE

Market Cap: €1.2b

Engages in the planning, construction, and operation of wind farms and transformer stations in Germany and internationally.

Vossloh

Market Cap: €736.8m

Provides rail infrastructure products and services in Germany and internationally.

Multiconsult

Market Cap: NOK 5.0b

Engages in the provision of engineering design, consultancy, and architecture services in Norway, Sweden, Denmark, Poland, and internationally.