NORDSON CORPORATION

NDSN

CIK 0000072331 · Quarterly mode · latest period FY2026 (Q4) (ending 2026-01-31) · sourced from SEC EDGAR

At a glance · FY2026 (Q4)

Revenue
$669M
↑+8.8% +$54Mvs FY2025 (Q4)
Operating Income
$166M
↑+18.1% +$25Mvs FY2025 (Q4)
Net Income
$133M
↑+40.9% +$39Mvs FY2025 (Q4)
Gross Profit
$366M
↑+9.0% +$30Mvs FY2025 (Q4)

Quality Score

Quality score

6-dimension fundamental snapshot · latest annual filed values · S&P 500 calibration

Average
50/100
  • Profitability
    34ROIC 11.7% (10% = solid, 20%+ = moat)
  • Liquidity
    57Current Ratio 1.64 (above 1.5 = solid)
  • Leverage
    72D/E 0.55 (under 0.5 = conservative)
  • Efficiency
    21Asset Turnover 0.47x (1.0+ = capital-efficient)
  • Growth
    46Revenue YoY +8.8% (10% = solid, 25%+ = elite)
  • Margin Trend
    72Op Margin 24.9% · trend +1.3pts (4Q avg vs prior 4Q)

Calibrated to S&P 500 medians. Each sub-score is computed from a single CFA-grade ratio (Profitability = ROIC, Liquidity = Current Ratio, Leverage = D/E, Efficiency = Asset Turnover, Growth = Revenue YoY, Margin Trend = 4Q operating-margin avg vs prior 4Q). Overall = simple mean.

DCF intrinsic value

DCF intrinsic value

two-stage Gordon model

Project NDSN's free cash flow forward, discount back at your hurdle rate, divide by diluted shares. Edit the assumptions to see how sensitive the intrinsic value is.

13%

Trailing 3-yr CAGR was 12.7%

10%

10% is a common all-equity benchmark for US large-caps

2.5%

Should be ≤ long-run GDP growth (~2.5% nominal)

5

5-year explicit projection + perpetuity terminal

Intrinsic value per share
$244.61
Total enterprise IV
$13.92B
Diluted shares
0.06B
Terminal PV
$10.34B (74% of total)
Year-5 FCF
$1.22B
YearProjected FCFDiscounted PV
+1$747M$679M
+2$844M$698M
+3$954M$717M
+4$1.08B$736M
+5$1.22B$756M
Terminal$16.65B$10.34B

DCF outputs are HIGHLY sensitive to growth + WACC assumptions. A 1pp WACC change can shift IV by 20%+. Use this as a sanity-check vs market price, not a target — and always cross-check the underlying FCF source (EDGAR cashflow statement, latest annual). Margin of safety convention: 30-50% discount to IV before buying.

Capital allocation · trailing 4 quarters

how the company spent its cash
Capex (TTM)
$54M
investment in PP&E
Dividends paid (TTM)
$180M
cash returned to holders
Stock buybacks (TTM)
$332M
share count reduction
Stock-based comp (TTM)
$19M
non-cash dilution

Balance sheet · 2026-01-31

latest filed snapshot
Total assets
$5.96B
everything owned
Stockholders' equity
$3.11B
shareholder claim
Net debt
$1.86B
LT debt minus cash

Recent performance · 68 quarters

Revenue↑+8.8% +$54M
$669M
Net Income↑+40.9% +$39M
$133M
Free Cash Flow↓-10.8% -$15M
$123M
Operating Margin↑+2.0pts
24.9%

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