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NDSN vs TKR
Which Stock Would AI Choose? Nordson Corporation (NDSN) vs. The Timken Company (TKR) Stock Comparison
Key Takeaways
- Nordson Corporation (NDSN) is delivering record results across all three segments, with backlog up sharply and full-year guidance raised, reinforcing strong recent momentum.
- The Timken Company (TKR) is showing robust revenue growth, but second-quarter earnings were pressured by impairment and restructuring charges tied to portfolio reshaping.
- Both are Ohio-based industrial manufacturers, yet they serve different end markets: NDSN focuses on precision dispensing technology, while TKR specializes in engineered bearings and industrial motion.
- NDSN carries a higher valuation and higher operating margins, while TKR trades at a lower multiple with a more cyclical, capital-intensive profile.
- Relative performance has been strong for both names, though each reflects a distinct risk-and-reward trade-off for investors.
Introduction
Investors evaluating industrial technology companies often weigh quality of earnings, end-market diversification, and valuation against one another. This stock comparison examines NDSN and TKR, two established manufacturers with distinct business models and market positioning. Nordson Corporation engineers precision dispensing systems for adhesives, coatings, and fluids, while The Timken Company produces engineered bearings and industrial motion products. Both names have attracted attention in recent weeks amid solid demand and shifting sentiment. Traders focused on relative performance and long-term investors assessing industrial exposure may find this head-to-head comparison useful for understanding how these two stocks stack up in the current market environment.
NDSN Overview and Recent Performance
Nordson Corporation, headquartered in Westlake, Ohio, is a precision technology company that designs systems to dispense and control adhesives, coatings, polymers, sealants, and medical components. The business is organized into three segments: Industrial Precision Solutions, Medical and Fluid Solutions, and Advanced Technology Solutions. This diversification across consumer non-durable, medical, electronics, and industrial end markets has supported consistent performance in recent quarters.
Recent market activity has been favorable for NDSN. The company reported record sales and adjusted earnings, driven by broad-based organic growth across all three segments, with Advanced Technology Solutions leading the expansion on strong electronics dispensing demand. Backlog rose materially versus the prior year, and management increased full-year revenue and adjusted earnings guidance. The company also raised its quarterly dividend by 15%, marking its 63rd consecutive year of annual dividend increases. Shares have climbed roughly 40% over the trailing 52 weeks, reflecting improving investor sentiment and multiple upward price-target revisions from analysts.
TKR Overview and Recent Performance
The Timken Company, based in North Canton, Ohio, is a global leader in engineered bearings and industrial motion, serving industries such as aerospace, automotive, rail, and heavy machinery. With more than 125 years of operating history, the company reported approximately $4.6 billion in sales for 2025 and employs roughly 19,000 people across 45 countries. Its two primary segments are Engineered Bearings and Industrial Motion.
Recent weeks have highlighted both strengths and challenges for TKR. Revenue has grown solidly, and the company raised its full-year adjusted earnings guidance, pointing to improving demand across several platforms. However, second-quarter net income declined sharply versus the prior year, weighed down by impairment and restructuring charges as management executes a portfolio-reshaping strategy. The company also completed the sale of its belts business to sharpen focus on core motion technology operations. Despite these headwinds, shares have posted a strong total return over the past year, with a notable pullback from recent highs as investors weigh softer quarterly earnings against the improving outlook.
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Head-to-Head Comparison
While both companies operate in the broader industrial sector, their market positioning and financial profiles differ meaningfully. NDSN is a high-margin precision technology business with operating margins around 27% and a forward price-to-earnings (P/E) ratio in the mid-20s, reflecting a quality premium for its consistent growth and strong cash-flow conversion. TKR, by contrast, is a more asset-intensive, cyclical manufacturer with lower margins and a substantially lower valuation multiple.
Growth drivers also diverge. NDSN's momentum is concentrated in electronics dispensing and a broad recovery across its precision segments, supported by a rising backlog. TKR's growth leans on recovering industrial demand and margin execution, but its near-term earnings have been clouded by restructuring charges and the divestiture of non-core assets. From a risk perspective, TKR carries greater sensitivity to heavy-industry cyclicality and tariff-related cost pressures, while NDSN's higher valuation leaves less room for disappointment. In terms of market sentiment, both stocks have outperformed the broader market over the past year, though NDSN's advance has been steadier while TKR's has been more volatile.
Tickeron AI Verdict
Based on observable factors such as trend consistency, earnings stability, and relative positioning, Tickeron's AI would likely favor NDSN in the current environment. The company's record results across all three segments, materially higher backlog, raised guidance, and steadier price trend indicate a more consistent momentum profile than TKR, whose near-term earnings remain complicated by restructuring charges and portfolio transitions. That said, this reflects a probabilistic assessment of trend quality rather than a definitive forecast, and TKR's lower valuation could appeal under a different set of market conditions. Traders should weigh these dynamics against their own time horizon and risk tolerance.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is NDSN is a StrongBuy and TKR is a Hold.
NDSN in upward trend: price may ascend as a result of having broken its lower Bollinger Band on November 05, 2026
NDSN may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options. In 27 of 37 cases where NDSN's price broke its lower Bollinger Band, its price rose further in the following month. The odds of a continued upward trend are 73%.
Technical Analysis (Indicators)
Bullish Trend Analysis
Following a +2.60% 3-day Advance, the price is estimated to grow further. Considering data from situations where NDSN advanced for three days, in 162 of 302 cases, the price rose further within the following month. The odds of a continued upward trend are 54%.
The Aroon Indicator entered an Uptrend today. In 146 of 257 cases where NDSN Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are 57%.
Bearish Trend Analysis
The 10-day RSI Indicator for NDSN moved out of overbought territory on October 07, 2026. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 32 similar instances where the indicator moved out of overbought territory. In 21 of the 32 cases, the stock moved lower in the following days. This puts the odds of a move lower at 66%.
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 31 of 64 cases where NDSN's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 48%.
The Momentum Indicator moved below the 0 level on November 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on NDSN as a result. In 36 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 43%.
The Moving Average Convergence Divergence Histogram (MACD) for NDSN turned negative on November 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 51 similar instances when the indicator turned negative. In 22 of the 51 cases the stock turned lower in the days that followed. This puts the odds of success at 43%.
NDSN moved below its 50-day moving average on November 05, 2026 date and that indicates a change from an upward trend to a downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where NDSN declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 44%.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 37 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Price Growth Rating for this company is 43 (best 1 - 100 worst), indicating steady price growth. NDSN’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 49 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 75, placing this stock slightly better than average.
The Tickeron SMR rating for this company is 50 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (5.290) is normal, around the industry mean (3.717). P/E Ratio (31.236) is within average values for comparable stocks, (35.605). Projected Growth (PEG Ratio) (1.888) is also within normal values, averaging (1.879). Dividend Yield (0.012) settles around the average of (0.032) among similar stocks. P/S Ratio (5.828) is also within normal values, averaging (186.943).
TKR's RSI Oscillator slumps into oversold zone
The RSI Oscillator for TKR moved into overbought territory on November 05, 2026. Be on the watch for a price drop or consolidation in the future -- when this happens, think about selling the stock or exploring put options.
Technical Analysis (Indicators)
Bullish Trend Analysis
Following a +4.29% 3-day Advance, the price is estimated to grow further. Considering data from situations where TKR advanced for three days, in 193 of 308 cases, the price rose further within the following month. The odds of a continued upward trend are 63%.
TKR may jump back above the lower band and head toward the middle band. Traders may consider buying the stock or exploring call options.
Bearish Trend Analysis
The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In 39 of 63 cases where TKR's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are 62%.
The Momentum Indicator moved below the 0 level on November 04, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on TKR as a result. In 55 of 86 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 64%.
The Moving Average Convergence Divergence Histogram (MACD) for TKR turned negative on November 05, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 50 similar instances when the indicator turned negative. In 27 of the 50 cases the stock turned lower in the days that followed. This puts the odds of success at 54%.
The 50-day moving average for TKR moved below the 200-day moving average on November 03, 2026. This could be a long-term bearish signal for the stock as the stock shifts to an downward trend.
Following a 3-day decline, the stock is projected to fall further. Considering past instances where TKR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 61%.
The Aroon Indicator for TKR entered a downward trend on November 05, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.
Fundamental Analysis (Ratings)
The Tickeron PE Growth Rating for this company is 11 (best 1 - 100 worst), pointing to outstanding earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.
The Tickeron Profit vs. Risk Rating rating for this company is 48 (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 70, placing this stock slightly better than average.
The Tickeron Price Growth Rating for this company is 60 (best 1 - 100 worst), indicating fairly steady price growth. TKR’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.
The Tickeron SMR rating for this company is 76 (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.
The Tickeron Valuation Rating of 81 (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (2.168) is normal, around the industry mean (3.124). P/E Ratio (26.866) is within average values for comparable stocks, (22.442). Projected Growth (PEG Ratio) (1.272) is also within normal values, averaging (1.020). Dividend Yield (0.014) settles around the average of (0.018) among similar stocks. P/S Ratio (1.720) is also within normal values, averaging (2.217).
NDSN | TKR | ||
|---|---|---|---|
OUTLOOK RATING 1..100 | 18 | 16 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 81 Overvalued | 81 Overvalued | |
PROFIT vs RISK RATING 1..100 | 49 | 48 | |
SMR RATING 1..100 | 50 | 76 | |
PRICE GROWTH RATING 1..100 | 43 | 60 | |
P/E GROWTH RATING 1..100 | 37 | 11 | |
SEASONALITY SCORE 1..100 | 50 | 34 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
NDSN's Valuation (81) in the Industrial Machinery industry is in the same range as TKR (81) in the Metal Fabrication industry. This means that NDSN’s stock grew similarly to TKR’s over the last 12 months.
TKR's Profit vs Risk Rating (48) in the Metal Fabrication industry is in the same range as NDSN (49) in the Industrial Machinery industry. This means that TKR’s stock grew similarly to NDSN’s over the last 12 months.
NDSN's SMR Rating (50) in the Industrial Machinery industry is in the same range as TKR (76) in the Metal Fabrication industry. This means that NDSN’s stock grew similarly to TKR’s over the last 12 months.
NDSN's Price Growth Rating (43) in the Industrial Machinery industry is in the same range as TKR (60) in the Metal Fabrication industry. This means that NDSN’s stock grew similarly to TKR’s over the last 12 months.
TKR's P/E Growth Rating (11) in the Metal Fabrication industry is in the same range as NDSN (37) in the Industrial Machinery industry. This means that TKR’s stock grew similarly to NDSN’s over the last 12 months.
| NDSN | TKR | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 66% | 2 days ago 90% |
| Stochastic ODDS (%) | 2 days ago 48% | 2 days ago 62% |
| Momentum ODDS (%) | 2 days ago 43% | 2 days ago 64% |
| MACD ODDS (%) | 2 days ago 43% | 2 days ago 54% |
| TrendWeek ODDS (%) | 2 days ago 48% | 2 days ago 60% |
| TrendMonth ODDS (%) | 2 days ago 53% | 2 days ago 63% |
| Advances ODDS (%) | 4 days ago 54% | 4 days ago 63% |
| Declines ODDS (%) | 2 days ago 44% | 2 days ago 61% |
| BollingerBands ODDS (%) | 2 days ago 73% | 2 days ago 77% |
| Aroon ODDS (%) | 2 days ago 57% | 2 days ago 63% |
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is overvalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
NDSN’s FA Score shows that 0 FA rating(s) are green while TKR’s FA Score has 1 green FA rating(s).
- NDSN’s FA Score: 0 green, 5 red.
- TKR’s FA Score: 1 green, 4 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
NDSN’s TA Score shows that 3 TA indicator(s) are bullish while TKR’s TA Score has 3 bullish TA indicator(s).
- NDSN’s TA Score: 3 bullish, 6 bearish.
- TKR’s TA Score: 3 bullish, 6 bearish.
Price Growth
NDSN (@Industrial Machinery) experienced а -5.65% price change this week, while TKR (@Tools & Hardware) price change was -12.97% for the same time period.
The average weekly price growth across all stocks in the @Industrial Machinery industry was -3.29%. For the same industry, the average monthly price growth was -16.06%, and the average quarterly price growth was -22.56%.
The average weekly price growth across all stocks in the @Tools & Hardware industry was -2.44%. For the same industry, the average monthly price growth was -0.94%, and the average quarterly price growth was -4.62%.
Reported Earning Dates
NDSN is expected to report earnings on Dec 09, 2026.
TKR is expected to report earnings on Feb 08, 2027.
Industries' Descriptions
@Industrial Machinery (-3.29% weekly)The industry makes and maintains machines for consumers, the industry, and most other companies. While it has traditionally been categorized as heavy industry, some smaller companies are also branching into the light category. The industry is pivotal in providing the equipment for production in businesses like agriculture, mining, industry and construction, gas, electricity and water utilities. It also supplies supporting equipment for almost all sectors of the economy, such as equipment for heating, and air conditioning of buildings. Illinois Tool Works Inc., Parker-Hannifin Corporation and Rockwell Automation Inc are some of the major U.S. companies operating in this industry.
@Tools & Hardware (-2.44% weekly)Tools & Hardware industry includes companies that manufacture security products, storage cabinets, steel rules and tapes, calipers, shoe hook fasteners, lumber, structural materials and other related supplies. Stanley Black & Decker, Inc., Snap-on Incorporated and L.S. Starrett Company are some of the largest, established players in this industry. The industry is also seeing rapid growth in online sales. The proliferation of do-it-yourself (DIY) projects has boosted industry demand. But oil price volatility poses potential risks to this industry, particularly to e-commerce companies which spend on services of shipping companies, which might alter charges based on oil price movements.
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NDSN and
Correlation & Price change
A.I.dvisor indicates that over the last year, NDSN has been closely correlated with SWK. These tickers have moved in lockstep 71% of the time. This A.I.-generated data suggests there is a high statistical probability that if NDSN jumps, then SWK could also see price increases.
| Ticker / NAME | Correlation To NDSN | 1D Price Change % | ||
|---|---|---|---|---|
| NDSN | 100% | -6.11% | ||
| SWK - NDSN | 71% Closely correlated | -2.59% | ||
| ROP - NDSN | 68% Closely correlated | -0.26% | ||
| HLMN - NDSN | 67% Closely correlated | -2.85% | ||
| AME - NDSN | 66% Loosely correlated | -5.95% | ||
| TKR - NDSN | 65% Loosely correlated | -6.27% | ||
More | ||||
TKR and
Correlation & Price change
A.I.dvisor indicates that over the last year, TKR has been closely correlated with RBC. These tickers have moved in lockstep 69% of the time. This A.I.-generated data suggests there is a high statistical probability that if TKR jumps, then RBC could also see price increases.
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SDFI | 35.06 | 0.06 | +0.16% |
| AB Short Duration Income ETF (SDFI) | |||
| NCPB | 24.21 | 0.03 | +0.14% |
| Nuveen Core Plus Bond ETF (NCPB) | |||
| STAX | 25.13 | N/A | N/A |
| Nomura Tax-Free USA Short Term ETF (STAX) | |||
| RWL | 134.13 | -3.60 | -2.61% |
| Invesco S&P 500 Revenue ETF (RWL) | |||
| FLCG | 31.53 | -2.07 | -6.16% |
| Federated Hermes MDT Large Cap Growth ETF (FLCG) | |||