Industrials, quality on sale.
Industrials sector · Moat Score 70+ · at least 10% below our estimate
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 our conservative owner-earnings estimate. 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, margin of safety 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
- 9
- Wide moats
- 1
- Median Moat Score
- 75
- Screened from
- 2,036
5 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.
9 companies clear the screen
Ranked by discount to our estimate, largest first — the order the API serves.
| Watchlist | # | Company | Ticker | Mkt cap | Moat Score | Moat | Margin of safety |
|---|---|---|---|---|---|---|---|
| 1 | NU SKIN ENTERPRISES, INC. | NUS | $252.2M | 77.4 | Narrow moat | 88% below value | |
| 2 | HERBALIFE LTD. | HLF | $1.2B | 75.4 | Narrow moat | 59% below value | |
| 3 | CLIMB GLOBAL SOLUTIONS, INC. | CLMB | $119.6M | 72.3 | Narrow moat | 47% below value | |
| 4 | Toll Brothers, Inc. | TOL | $14.3B | 76.2 | Narrow moat | 41% below value | |
| 5 | MUELLER INDUSTRIES INC | MLI | $6.6B | 73.3 | Narrow moat | 40% below value | |
| 6 | LKQ CORPORATION | LKQ | $6.5B | 79.5 | Narrow moat | 38% below value | |
| 7 | M/I HOMES, INC. | MHO | $3.9B | 74.4 | Narrow moat | 35% below value | |
| 8 | A. O. Smith Corporation | AOS | $8.4B | 85.3 | Wide moat | 13% below value | |
| 9 | COMPX INTERNATIONAL INC | CIX | $309.3M | 70.7 | Narrow moat | 12% below value |
Where these names sit
Industrials (9)
Each sector link opens that industry’s full moat ranking. All sectors: the sector hubs.