Obermatt

Timken

NYQ:TKR · US8873891043
MachineryLarge

360

27
EV / EBIT41
Price / Owner Earnings45
Owner Earnings Yield44
Dividend Yield75
Price/Sales66
EV / Gross Profit42
Price/Book61
Return on Capital34
Cash Return on Capital36
Return on Equity36
EBIT Margin43
Gross Profitability27
Cash Conversion78
Accruals55
Owner Earnings Margin42
Sales growth37
Profit Growth62
Long-Term EPS Growth74
Owner Earnings Growth41
Reinvestment87
Price momentum89
Debt load35
Refinancing77
Debt Payback20
Liquidity45
Analyst ratings41
Opinion Changes69
Price Target Upside15
Market mood29
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Timken clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryMachinery
SizeLarge
TypePublic Company
ExchangeNYSE
Founded1904
Employees4,500
Websitetimken.com
ISINUS8873891043
Last UpdateApr 2, 2026
Themes
Industrial Automation

Description

The Timken Company and its subsidiaries (Timken) design and manage a portfolio of engineered bearings and industrial motion products, and provide related services. The company’s growing portfolio features many strong brands, including Timken, GGB, P…

Analysis

Middle-of-the-road

The Timken Company sits in the middle of our grid: average quality, average price, no obvious signal in either direction.

On valuation, the picture is fair. The owner-earnings multiple stands at 24.4×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 9% a year, against analyst forecasts of 14%. The price, in other words, assumes less than the experts do.

Growth is solid; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

Flags to be aware of: The financial cushion is thinner than comfortable. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
98
2023202420252026

All-time high

98

Jun 2026

All-time low

46

Oct 2025

Average rank

73

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
66
52
78
79
Price/Earnings
43
76
95
93
Price/Book
61
67
69
69
Dividend Yield
75
88
80
74
Value (overall)
77
98
94
94

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →