Tessera Sector

Top Industrials Stocks

Aerospace, machinery, transports, and capital goods. Capital intensity and operating leverage make industrial cycles distinct.

284 stocks pass quality screen25.9 sector median P/E
See Industrials P/E ratio & valuation

The Industrials sector posts an average Tessera Quality Score of 68 against a universe-wide average of 48, placing it meaningfully above the broader cross-sector baseline. With 284 qualifying members, the sector offers a reasonably wide pool, and the elevated aggregate score suggests that industrial businesses, as a group, tend to exhibit the balance-sheet discipline and earnings consistency the Tessera model rewards.

Valuation within the sector sits at a median P/E of 25.9, a level that implies the market is pricing in durable earnings power across the group rather than distressed or deeply cyclical conditions. Among the highest-scoring individual names, ECO leads with a score of 0.54, followed closely by DHT at 0.49 and AGX at the same level. The presence of two tanker-related operators — ECO and DHT — near the top of an Industrials screen is notable, as it reflects how asset-heavy, cash-generative shipping businesses can score well on quality metrics when freight cycles align with strong free cash flow conversion.

Relative to the 48-point universe average, Industrials stands roughly 20 points higher, making it one of the better-represented sectors by Tessera's quality criteria. That gap suggests the sector's constituent companies, in aggregate, demonstrate stronger fundamentals than the typical screener-eligible name across all sectors combined.

TickerCompanyIndustryScoreMkt CapP/E
ECOOkeanis Eco Tankers Corp.Marine Shipping77$1.8B9.6
DHTDHT Holdings, Inc.Marine Shipping75$2.9B8.7
AGXArgan, Inc.Engineering & Construction74$8.4B52.9
SIFSIFCO Industries, Inc.Aerospace & Defense74$144M19.0
RYMRYTHM, Inc.Agricultural - Machinery74$47M
FIXComfort Systems USA, Inc.Engineering & Construction72$60.3B49.4
BEBloom Energy CorporationElectrical Equipment & Parts71$56.1B
WLFCWillis Lease Finance CorporationRental & Leasing Services71$1.5B11.3
PAYSPaysign, Inc.Specialty Business Services70$496M51.6
CXWCoreCivic, Inc.REIT - Specialty69$3.1B26.3
MYRGMYR Group Inc.Engineering & Construction69$6.1B43.0
SHIPSeanergy Maritime Holdings Corp.Marine Shipping69$304M8.1
FROFrontline PlcMarine Shipping68$8.2B9.1
HSHPHimalaya Shipping Ltd.Marine Shipping68$694M23.2
STNGScorpio Tankers Inc.Marine Shipping67$3.9B7.7
BWLPBW LPG LimitedMarine Shipping67$3.2B8.8
CMBTCmb.Tech N.V.Marine Shipping67$3.5B8.9
CODACoda Octopus Group, Inc.Aerospace & Defense67$113M23.1
TNKTeekay Tankers Ltd.Marine Shipping66$2.5B5.8
LTMLATAM Airlines Group S.A.Airlines, Airports & Air Services66$15.1B9.2
GLBSGlobus Maritime LimitedMarine Shipping66$61M79.5
HWMHowmet Aerospace Inc.Aerospace & Defense66$108.8B63.1
EXPDExpeditors International of Washington, Inc.Integrated Freight & Logistics65$23.2B28.7
KNOPKNOT Offshore Partners LPMarine Shipping65$352M15.6
ECGEverus Construction Group, Inc.Engineering & Construction65$6.7B30.2
FLYWFlywire CorpSpecialty Business Services65$2.2B77.8
STRLSterling Infrastructure, Inc.Engineering & Construction64$20.0B58.2
DEDeere & CompanyAgricultural - Machinery64$158.2B33.2
GEOThe GEO Group, Inc.Security & Protection Services64$4.1B15.5
AERAerCap Holdings N.V.Rental & Leasing Services64$23.4B6.5
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