Stocks priced for less growth than they delivered: Industrials
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year below what they delivered over the years on file. Ranked by the size of that gap. A one-off cash flow year can distort both numbers, so check each company's history.
Top of the list: ZIM Integrated Shipping Services (ZIM) -72.8%; NAPCO Security Technologies (NSSC) -51.4%; Brookfield Business (BBUC) -48.5%.
The median priced in minus delivered across these 50 companies is -25.5%.
| # | Company | Priced in minus delivered | Growth priced in | FCF growth delivered | P/FCF | Market cap |
|---|---|---|---|---|---|---|
| 1 | ZIM Integrated Shipping Services LtdZIM | -72.8% | -33.2% | +39.5% | 2.20x | $3.5B |
| 2 | NAPCO Security Technologies IncNSSC | -51.4% | +5.4% | +56.8% | 24.3x | $1.3B |
| 3 | Brookfield Business CorpBBUC | -48.5% | -14.6% | +33.8% | — | $5.7B |
| 4 | Global Ship Lease IncGSL | -45.8% | -21.4% | +24.5% | 4.50x | $1.6B |
| 5 | Api Group CorpAPG | -42.2% | +8.2% | +50.5% | 25.6x | $17.0B |
| 6 | Otter Tail CorporationOTTR | -40.1% | +12.9% | +53.0% | 36.4x | $3.6B |
| 7 | ADT IncADT | -36.7% | -23.0% | +13.7% | 3.72x | $4.9B |
| 8 | LegalZoom.com IncLZ | -36.2% | -8.7% | +27.6% | 7.45x | $1.1B |
| 9 | LATAM Airlines Group S.A.LTM | -36.0% | -7.0% | +29.0% | 10.6x | $15.7B |
| 10 | Howmet Aerospace IncHWM | -35.8% | +18.9% | +54.7% | 58.4x | $83.5B |
| 11 | KBR IncKBR | -35.6% | -6.0% | +29.6% | 9.71x | $4.7B |
| 12 | Griffon CorporationGFF | -34.8% | -0.1% | +34.7% | 13.2x | $4.0B |
| 13 | Builders FirstSource IncBLDR | -34.8% | -9.9% | +24.9% | 6.49x | $5.5B |
| 14 | Blue Bird CorpBLBD | -32.4% | -3.4% | +29.0% | 10.6x | $1.6B |
| 15 | Tutor Perini CorporationTPC | -29.5% | -7.9% | +21.6% | 7.64x | $4.3B |
| 16 | AZZ IncorporatedAZZ | -28.5% | -5.7% | +22.9% | 9.00x | $4.0B |
| 17 | Mirion Technologies IncMIR | -28.0% | +12.4% | +40.4% | 35.7x | $3.8B |
| 18 | Global Payments IncGPN | -27.5% | -2.0% | +25.5% | 11.9x | $24.4B |
| 19 | Herc Holdings IncHRI | -26.9% | -16.7% | +10.2% | — | $3.9B |
| 20 | Mueller Industries IncMLI | -26.7% | -5.4% | +21.4% | 9.24x | $6.3B |
| 21 | Navios Maritime Partners LP UnitNMM | -26.7% | -4.5% | +22.1% | — | $2.8B |
| 22 | Advanced Drainage Systems IncWMS | -26.6% | +2.5% | +29.0% | 25.4x | $9.3B |
| 23 | Ryerson Holding CorporationRYZ | -26.4% | +12.9% | +39.3% | 36.7x | $1.3B |
| 24 | Ingersoll Rand IncIR | -26.1% | +7.3% | +33.4% | 24.3x | $29.6B |
| 25 | Brinks CompanyBCO | -25.8% | -4.8% | +21.1% | 9.68x | $4.2B |
| 26 | Preformed Line Products CompanyPLPC | -25.1% | +18.9% | +44.0% | 57.6x | $1.9B |
| 27 | Hayward Holdings IncHAYW | -25.0% | -3.2% | +21.8% | 10.3x | $2.3B |
| 28 | Korn FerryKFY | -23.7% | -2.2% | +21.5% | 12.7x | $3.8B |
| 29 | SkyWest IncSKYW | -23.6% | -16.6% | +7.0% | 13.3x | $3.8B |
| 30 | Core & Main IncCNM | -23.1% | -0.7% | +22.4% | 12.8x | $7.8B |
| 31 | Distribution Solutions Group IncDSGR | -22.8% | +8.2% | +31.0% | 37.0x | $1.6B |
| 32 | L3Harris Technologies IncLHX | -22.6% | +2.4% | +25.0% | 16.6x | $44.6B |
| 33 | AGCO CorporationAGCO | -22.2% | -4.3% | +17.9% | 9.87x | $7.3B |
| 34 | Federal Signal CorporationFSS | -21.8% | +10.3% | +32.0% | 29.7x | $6.8B |
| 35 | CNH Industrial N.V.CNH | -21.7% | -8.1% | +13.6% | 7.50x | $15.0B |
| 36 | Schneider National IncSNDR | -20.9% | +6.2% | +27.0% | 18.1x | $6.3B |
| 37 | MYR Group IncMYRG | -20.8% | +5.1% | +25.9% | 20.1x | $4.7B |
| 38 | PROG Holdings IncPRG | -20.8% | -18.5% | +2.3% | 3.76x | $1.2B |
| 39 | IES Holdings IncIESC | -20.7% | +8.7% | +29.4% | 25.6x | $5.6B |
| 40 | TFI International IncTFII | -20.6% | +0.2% | +20.8% | 9.83x | $9.7B |
| 41 | Granite Construction IncorporatedGVA | -19.8% | -0.1% | +19.7% | 13.3x | $4.4B |
| 42 | V2X IncVVX | -19.8% | -0.9% | +18.9% | 12.7x | $2.2B |
| 43 | Embraer S.A.EMBJ | -19.7% | +11.2% | +30.9% | 31.7x | $12.3B |
| 44 | Corporacion America AirportsCAAP | -19.4% | -5.5% | +13.9% | 8.97x | $4.0B |
| 45 | Maximus IncMMS | -18.7% | -6.8% | +11.8% | 8.80x | $3.2B |
| 46 | Booz Allen Hamilton HoldingBAH | -17.6% | -5.0% | +12.5% | 9.94x | $9.1B |
| 47 | Construction Partners IncROAD | -17.5% | +9.6% | +27.1% | 27.8x | $4.3B |
| 48 | Lindsay CorporationLNN | -17.4% | -0.2% | +17.2% | 13.3x | $1.2B |
| 49 | Clean Harbors IncCLH | -17.2% | +13.3% | +30.5% | 38.0x | $16.8B |
| 50 | Sterling Construction Company IncSTRL | -16.8% | +13.6% | +30.4% | 37.0x | $13.4B |
Ranked from each company's latest price and reported results. Companies need a page on Investingly (SEC statements on file). Open any company for its reverse DCF, insider buying and 13F holders.
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Questions
Which company ranks first on the stocks priced for less growth than they delivered: industrials list?
ZIM Integrated Shipping Services (ZIM), with a priced in minus delivered of -72.8%, as of October 12, 2026.
How is this list built?
Companies worth over $1 billion whose price implies free cash flow growth at least 3 points a year below what they delivered over the years on file. Ranked by the size of that gap. A one-off cash flow year can distort both numbers, so check each company's history. It shows the top 50 and is rebuilt every day.
Prices and ratios as of Oct 11, 2026. Statements from SEC filings. Information only, not investment advice.