Nordson Corp

  • Earnings Score
  • Moat Score
  • Safety Score
  • Final Score
  • Market Cap $14.54B
  • PE 31
  • Debt $1.60B
  • Cash $165.32M
  • EV $15.97B
  • FCF $568.90M

Earnings

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Sales & Net Margins

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Earnings$472.89M
EBIT$680.15M
ROE17%
ROA13%
FCF$568.90M
Equity$2.85B
Growth Stability74%
PE30.74
PEG2.32
PB5.09
P/FCF25.55
P/S5.45
Price/Cash0.01
Debt/Equity0.56
Debt/FCF2.82
Net Margins18%
Gross Margins55%
Op. Margins26%
Earnings CAGR9%
Sales Growth YoY2%
Sales Growth QoQ2%
Sales CAGR5%
FCF CAGR12%
Equity CAGR17%
Earnings Stability0.72
Earnings Growth YoY-8%
Earnings Growth QoQ-1%
Earnings CAGR 5Y13%
Sales CAGR 5Y6%
FCF CAGR 5Y11%
Equity CAGR 5Y13%
Earnings CAGR 3Y4%
Sales CAGR 3Y4%
FCF CAGR 3Y12%
Equity CAGR 3Y12%
Market Cap$14.54B
Revenue$2.66B
Dividend Yield1%
Payout Ratio33%
Assets$5.20B
Total Debt$1.60B
Cash$165.32M
Shares Outstanding57.14M
EV15.97B
Earnings Score88%
Moat Score94%
Safety Score89%
Final Score90%
Working Capital705.87M
Current Ratio2.36
Gross Profit$1.47B
Shares Growth 3y-1%
Equity Growth QoQ2%
Equity Growth YoY11%

Assets & ROA

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Stockholders Equity & ROE

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Nordson is a manufacturer of equipment (including pumps, valves, dispensers, applicators, filters, and pelletizers, among other equipment) used for dispensing adhesives, coatings, sealants, and other materials. The firm serves a diverse range of end markets including packaging, medical, electronics, and industrial. Nordson's business is organized into two segments: industrial precision solutions (53% of sales in fiscal 2021) and advanced technology solutions (47% of sales in fiscal 2021). The company generated approximately $2.4 billion in revenue and $615 million in operating income in its fiscal 2021.

SEC Filings

Direct access to Nordson Corp (NDSN) Annual Reports (10K) and Quarterly Reports (10Q) from the SEC website.

  • 2024
    • 10-Q Jul 31
    • 10-Q Apr 30
    • 10-Q Jan 31
  • 2023
    • 10-K Oct 31
    • 10-Q Jul 31
    • 10-Q Apr 30
    • 10-Q Jan 31
  • 2022
    • 10-K Oct 31
    • 10-Q Jul 31
    • 10-Q Apr 30
    • 10-Q Jan 31

Sector Comparison

How does Nordson Corp compare to its competitors?

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Peter Lynch's Chart

This chart shows the current pricing of Nordson Corp compared to its past. The addition of the earnings trend line provides further insights into the company's earnings power.

CAGR 9%
Stability 72%
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Nordson Corp Discounted Cash Flow

Fully customizable DCF calculator online for Nordson Corp.

= $13B
012345678910TV
fcf$569M$635M$709M$792M$884M$988M$1.1B$1.2B$1.4B$1.5B$1.7B$17B
DCF$578M$586M$595M$604M$613M$623M$632M$641M$651M$661M$6.6B
Value$13B

Competitiveness and MOAT

High margins render the company resilient under dire circumstances, hence able to drive competitors out or acquire them. ROE and ROA measure the average flow generated by each invested dollar. Their marginal value is a forecast of future growth, and it is considered by Buffett and Munger the most important single indicator.

Years10/201510/201610/201710/201810/201910/202010/202110/202210/2023TTM
Net Margins13%15%14%17%15%12%19%20%19%18%
ROA-16%13%14%14%10%16%18%13%13%
ROE-32%26%26%21%14%21%22%19%17%

Safety and Stability

Being debt the number one cause of investment losses and company death, the ratio Debt/FCF is of utmost importance to guarantee safety. On the other hand the Graham’s stability measures the drawdown of earnings, hence indicating the reliability of the flow generated by the company.

Years10/201510/201610/201710/201810/201910/202010/202110/202210/2023TTM
Debt over FCF-3.736.713.254.452.541.682.453.072.82
Debt over Equity1.721.21.660.930.90.650.390.490.720.56
Growth Stability---100%100%74%100%100%100%74%

Growth

Growth can be dangerous when forecasting, simply projecting the current growth is in general wrong. A company passes through multiple phases, from being young and unprofitable, to the first periods of profitability and high growth, until it arrives at a period of regime with limited growth. Identifying in which phase the company is in may help forecasting.

Years10/201510/201610/201710/201810/201910/202010/202110/202210/2023CAGR 5Y
Revenue YoY growth-7%14%9%-3%-3%11%10%1%6%
Earnings YoY growth-29%9%28%-11%-26%82%13%-5%13%
Equity YoY growth-29%36%26%9%11%23%6%13%13%
FCF YoY growth-37%4%45%-23%42%12%-9%31%11%