TWINTwin Disc, Incorporated

$24.33+56% 1Y

Is the price fair?

Fair

Neither cheap nor expensive: growth expectations in line with delivery and in its normal P/E range.

2 neutral, 1 without data
What the price assumes~+14% a yearderived · Jun 30, 2026

Priced for ~14% a year FCF growth. Roughly in line with its three-year revenue growth of 11% a year.

Vs its own P/E rangemid-range for this companyderived

In its normal range: P/E 13.0 vs a 17.2 median over 23 quarters (−24% vs median).

Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.

What TWIN's price assumes

Twin Disc, Incorporated trades at 13.0× earnings against 28.3× for the median Specialty Industrial Machinery name, cheaper than its own group.

13.0

Trailing P/E · Specialty Industrial Machinery median 28.3 · cheaper than the typical name in its group

Price / sales
0.89

Price / sales · as of 2026-Q2

Free cash flow yield
2.6%

Free cash flow yield · Specialty Industrial Machinery median 4.1%

Growth the price implies
+14%

Growth the price implies · The price pays for +14% free cash flow growth a year for a decade; the business has delivered −15% a year over the last three.

Details›
Price / bookas of 2026-Q2
1.55
EV / EBITas of 2026-Q2
19.7
EV / salesas of 2026-Q2
0.93
Industrials median P/E434 names
26.2
Specialty Industrial Machinery median P/E55 names
28.3
Free cash flow, trailing twelve months
$9.2M
Market capitalisation14.5 million shares, counted Aug 10, 2026
$354M
3-year revenue growth
+11%
3-year free cash flow growth
−15%
What the market has paid for these earnings: 23 quarters of its own multiple × $1.87 of trailing earnings per share
MethodPer share
Its own P/E history, lower quartile$22.33
Its own P/E history, median$32.14
Its own P/E history, upper quartile$45.78
52-week range$14.39 – $28.73
Today$24.33

Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.

What is it worth?

Today's price against what its own multiples, its cash flow and your growth assumption say it is worth.

Against its own past

Its multiples now against their own history, and how much of the price move came from earnings rather than the multiple.