U.S. Capital Goods Undervalued based on future growth

Owens Corning

Market Cap: US$12.0b

Provides residential and commercial building products in the United States, Europe, the Asia Pacific, and internationally.

Granite Construction

Market Cap: US$4.8b

Operates as an infrastructure contractor in the United States.

Griffon

Market Cap: US$3.5b

Through its subsidiaries, provides consumer and professional, and home and building products in the United States, Europe, Canada, Australia, and internationally.

Terex

Market Cap: US$3.4b

Provides materials processing machinery and mobile elevating work platform worldwide.

Atkore

Market Cap: US$2.0b

Engages in the manufacture and sale of electrical, mechanical, safety, and infrastructure products and solutions in the United States and internationally.

Albany International

Market Cap: US$1.7b

Engages in the machine clothing and engineered composites businesses.

Aebi Schmidt Holding

Market Cap: US$1.0b

Develops and manufactures special-purpose vehicles and attachments.

Apogee Enterprises

Market Cap: US$972.5m

Provides architectural products and services for enclosing buildings, and glass and acrylic products used for preservation, protection, and enhanced viewing in the United States, Canada, and Brazil.

Miller Industries

Market Cap: US$451.1m

Manufactures and sells towing and recovery equipment.

Manitowoc Company

Market Cap: US$356.0m

Provides engineered lifting solutions in the Americas, Europe, Africa, the Middle East, the Asia Pacific, and internationally.

Park-Ohio Holdings

Market Cap: US$290.5m

Provides supply chain management outsourcing services, capital equipment, and manufactured components in the United States, Europe, Asia, Mexico, Canada, and internationally.

Mayville Engineering Company

Market Cap: US$287.5m

Engages in the production, design, prototyping and tooling, fabrication, aluminum extrusion, coating, and assembling of aftermarket components in the United States.