Top 50 ranked by Buffett-Fit
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
Caterpillar, Deere, Cummins, Parker Hannifin, Illinois Tool Works. Cyclical demand + capital-intensive - but the best operators (TransDigm, Watts Water, Roper) compound at software-like rates.
Industry leader
CSW Industrials, Inc. CSW
Buffett-Fit: 66/100
Industrial machinery quality is measured by aftermarket-revenue share (parts + service compound after equipment sale) + installed-base lock-in. The 'razor-blade' operators (TransDigm, Roper, IDEX) build 30-50% gross margins out of mission-critical components that customers can't substitute. Look for ROIC above 20% sustained through a full industrial cycle.
Sorted by composite quality score - ROIC, margin stability, balance-sheet strength, growth quality. Click any ticker for the full Buffett verdict.
See all industries + sector-level statistics + framework filters.
Educational framework analysis only. Not investment advice, not a recommendation, not personalized to your situation. Always do your own research.
