U.S. Capital Goods Undervalued Stocks Based On Cash Flows

Symbotic

Market Cap: US$25.8b

An automation technology company, develops technologies to enhance operating efficiencies in modern warehouses.

Bloom Energy

Market Cap: US$77.1b

Designs, manufactures, sells, and installs solid oxide fuel cell systems for on-site power generation in the United States and internationally.

Boeing

Market Cap: US$178.5b

Designs, develops, manufactures, sells, services, and supports commercial jetliners, military aircraft, satellites, missile defense, human space flight and launch systems, and services worldwide.

York Space Systems

Market Cap: US$3.2b

Operates as a space and defense prime providing a comprehensive suite of mission-critical solutions for national security, government and commercial customers in the United States.

RADA Electronic Industries

Market Cap: US$490.9m

RADA Electronic Industries Ltd., a defense technology company, develops, manufactures, markets, and sells defense electronics to various air forces and companies worldwide.

Swarmer

Market Cap: US$463.6m

Develops autonomous drone swarm software and artificial intelligence solutions in the United States.

Fluence Energy

Market Cap: US$3.1b

Through its subsidiaries, provides energy storage and optimization software for renewables and storage applications in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

VSE

Market Cap: US$6.5b

Engages in providing aviation aftermarket parts distribution and maintenance, repair, and overhaul services for air transportation assets for commercial and government markets.

Comfort Systems USA

Market Cap: US$61.2b

Provides mechanical and electrical installation, renovation, maintenance, repair, and replacement services for the mechanical and electrical services industry in the United States.

FTAI Aviation

Market Cap: US$25.4b

Owns, acquires, and sells aviation equipment for the transportation of goods and people worldwide.

Hexcel

Market Cap: US$7.5b

Develops, manufactures, and markets advanced lightweight composites technology.

Vertiv Holdings Co

Market Cap: US$115.4b

Designs, manufactures, and services critical digital infrastructure technologies and life cycle services for data centers, communication networks, and commercial and industrial environments in the Americas, the Asia Pacific, Europe, the Middle East, and Africa.

Legence

Market Cap: US$8.2b

Provides engineering, installation, and maintenance services for mission-critical systems in buildings in the United States.

CECO Environmental

Market Cap: US$4.8b

Provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally.

EnerSys

Market Cap: US$7.5b

Engages in the provision of stored energy solutions for industrial applications worldwide.

Flowserve

Market Cap: US$9.2b

Designs, manufactures, distributes, and services industrial flow management equipment in the United States, Canada, Mexico, Europe, the Middle East, Africa, and the Asia Pacific.

Array Technologies

Market Cap: US$1.1b

Engages in the manufacture and sale of solar tracking technology products in the United States, Spain, Brazil, Australia, and internationally.

Dycom Industries

Market Cap: US$13.1b

Provides specialty contracting services to the digital infrastructure, telecommunications infrastructure, and utility industries in the United States.