Industrials, quality on sale.

Industrials sector · Moat Score 70+ · at least 10% below the value if growth stopped today

Industrial moats are unglamorous and durable: an installed base that locks in decades of service revenue, a distribution network a rival can’t cheaply copy, a certification or spec position that makes switching painful. None of that appears on a chart, but all of it appears in the filings — as steady gross margins and returns on capital that keep clearing the hurdle through the cycle, which is what the methodology scores.

Because industrial earnings breathe with the economy, this sector is a natural place to watch for the Quality-on-Sale combination: a composite score of 70 or higher, priced at least 10% below value if growth stopped today. The estimate normalizes earnings rather than capitalizing a single good year, but read each breakdown before trusting any one number. The full ranking is on the Industrials hub.

Open these filters in the interactive screener →

That link pre-sets the screener to: Industrials sector, Wide and Narrow tiers, discount to value if growth stopped today 10% or better. The screener filters by tier rather than by the exact 70-point line this screen uses, so its closest setup is broader: it also admits Narrow-tier scores of 60–69 and will typically show more rows than this screen.

Matches today

4

Wide moats

0

Median Moat Score

73

Screened from

3,096

9 companies meet this screen’s quality bar but have no current price data, so they can’t be tested against value and aren’t listed.

A screen is a starting point for reading, not a recommendation. Scores reflect business quality as read from primary SEC filings; the disclosed owner-earnings range is model-dependent, not intrinsic value as fact or a price target. Sector labels are derived from SEC SIC codes and can differ from GICS classifications. Educational only — not investment advice. See the methodology and disclaimer.