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Global Capital Goods All Weather Stocks
UPDATED Dec 05, 2023
Defensive mid-caps and large-caps in descending order of expected ROE in three years.
145 companies
| Company | Last Price | 7D Return | 1Y Return | Market Cap | Analysts Target | Valuation | Growth | Div Yield | ||
|---|---|---|---|---|---|---|---|---|---|---|
| TRNTrinity Industries | US$25.54 | 5.4% | -13.6% | US$2.1b | US$30.00 | PE23.4x | E31.3% | 4.1% | ||
| DTGDaimler Truck Holding | €32.06 | 7.5% | 4.9% | €25.3b | €43.02 | PE8.3x | E6.9% | 4.1% | ||
| SMINSmiths Group | UK£16.42 | 0.3% | 1.9% | UK£5.7b | UK£19.24 | PE25.2x | E12.4% | 2.5% | ||
| C07Jardine Cycle & Carriage | S$29.35 | 1.2% | 4.7% | S$11.6b | S$33.87 | PE9.6x | E3.0% | 5.1% | ||
| DCCDCC | UK£55.42 | 3.4% | 28.0% | UK£5.5b | UK£67.57 | PE16.6x | E9.3% | 3.4% | ||
| 8001ITOCHU | JPÂ¥5,880.00 | 1.4% | 40.0% | JPÂ¥8.5t | JPÂ¥6,517.78 | PE11.7x | E4.9% | 2.7% | ||
| 6361Ebara | JPÂ¥8,441.00 | 2.0% | 67.1% | JPÂ¥779.3b | JPÂ¥8,060.00 | PE13.4x | E6.8% | 2.4% | ||
| FERFerrovial | €32.33 | 2.5% | 26.6% | €23.4b | €32.29 | PE142x | E38.1% | 5.3% | ||
| SKF BAB SKF | kr202.60 | 3.6% | 17.6% | kr89.4b | kr195.45 | PE13.8x | E7.7% | 3.5% | ||
| VALMTValmet Oyj | €24.80 | 5.2% | -2.7% | €4.6b | €27.31 | PE12.1x | E2.7% | 5.2% | ||
| HUSQ BHusqvarna | kr84.24 | 4.9% | 5.3% | kr46.8b | kr84.83 | PE26.8x | E28.7% | 3.6% | ||
| 5929Sanwa Holdings | JPÂ¥2,160.00 | 3.2% | 74.3% | JPÂ¥476.6b | JPÂ¥2,424.29 | PE11.4x | E0.6% | 2.7% | ||
| LHXL3Harris Technologies | US$198.01 | 4.7% | -9.5% | US$37.8b | US$222.74 | PE25.3x | E14.8% | 2.3% | ||
| RXLRexel | €23.05 | 5.5% | 28.6% | €6.9b | €24.83 | PE7.8x | E-3.1% | 5.2% | ||
| 6141DMG Mori | JPÂ¥2,702.50 | 2.6% | 53.1% | JPÂ¥338.9b | JPÂ¥3,250.00 | PE11.8x | E13.8% | 3.0% | ||
| 8TRATraton | €20.64 | 3.2% | 42.1% | €10.2b | €25.88 | PE4.3x | E3.6% | 3.4% | ||
| RTXRTX | US$82.69 | 3.1% | -16.2% | US$119.3b | US$90.41 | PE37.2x | E25.0% | 2.9% | ||
| BBYBalfour Beatty | UK£3.38 | 3.1% | 2.0% | UK£1.8b | UK£4.17 | PE7.3x | E-6.9% | 3.1% | ||
| FDRFluidra | €18.36 | -3.7% | 33.9% | €3.5b | €20.56 | PE39.2x | E29.5% | 3.8% | ||
| AALBAalberts | €37.30 | 2.7% | -2.2% | €4.0b | €47.00 | PE13x | E7.6% | 3.0% | ||
| 6305Hitachi Construction Machinery | JPÂ¥3,793.00 | -0.4% | 22.6% | JPÂ¥806.7b | JPÂ¥4,837.50 | PE8.8x | E6.2% | 3.8% | ||
| ACSACS Actividades de Construcción y Servicios | €37.07 | 0.8% | 36.2% | €9.8b | €32.96 | PE12.8x | E0.9% | 5.4% | ||
| A241560Doosan Bobcat | â‚©43,100.00 | -4.8% | 24.6% | â‚©4.3t | â‚©67,444.44 | PE4.4x | E-8.0% | 3.7% | ||
| 600582Tiandi Science & TechnologyLtd | CNÂ¥5.18 | -0.2% | -1.1% | CNÂ¥21.4b | CNÂ¥7.74 | PE9.2x | E14.1% | 3.9% |