Nordson Corporation (NDSN)

FairStock Score: 60/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for businesses that earn good returns and have a durable niche. Nordson appears to be a quality industrial franchise: in fiscal Q3 2026, the quarter ended 2026-07-31, revenue was $817.7 million, net income $152.8 million, diluted EPS $2.73, and net margin 18.69%. Against fiscal Q3 2025, revenue rose from $741.5 million and net income from $125.8 million, so growth is real. FairStock's computed Lynch category is stalwart, with 14.2% annual profit growth and 5.6% revenue growth over five years. The balance sheet looks sound: debt-to-equity 0.56, Altman Z-score 5.51, Piotroski F-score 8/9, and trailing free cash flow $724.0 million, a 4.0% FCF yield. But Graham would focus on price. At $321.98 on 2026-10-26, FairStock calculates P/E 32.59, P/B 5.49, EV/EBITDA 21.33, PEG 1.50, and a Graham Number of $112.71, leaving a negative 182.89% margin of safety. ROE is 17.76%, but ROCE is 8.47%, so the returns are good but not extraordinary. The stock sells for roughly three times Graham's defensive value. This is a fine business, but the price assumes continued steady compounding. I would want a wider discount before calling it a bargain.

In plain English: Nordson makes machines and systems that apply adhesives, coatings, sealants and other fluids for manufacturers. The business looks financially strong: it earned $152.8 million in the quarter ended 2026-07-31 on $817.7 million of sales, carries moderate debt, and produces healthy cash. But at $321.98 on 2026-10-26, the stock looks expensive compared with its earnings and accounting value, so the price already reflects a lot of good news.

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Data as of 2026-10-26 close · note generated 2026-10-28 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-07-31) · fiscal Q2 2026 10-Q (period ended 2026-04-30) · fiscal Q1 2026 10-Q (period ended 2026-01-31) · fiscal Q3 2025 10-Q (period ended 2025-07-31) · FY2025 10-K (period ended 2025-10-31) · FY2024 10-K (period ended 2024-10-31) · FY2023 10-K (period ended 2023-10-31)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer