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NDSN Nordson Corporation

industrial · valued with glm-5.2 medium conviction · deep-dived 2026-08-26

SELL
Intrinsic value$85.72
Price (at call)$333.58
Margin of safety -74.3%
vs market (rating basis) -34.1%

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The story

Value drivers

Revenue growth (Y1)3.0%
Terminal growth3.5%
Forecast horizon10y
Target operating margin20.3%
Years to target margin5
Sales-to-capital0.58
Beta0.96
Failure probability0.0%
Cost of capital (WACC)8.6%
Terminal WACC8.8%

Valuation bridge

PV of explicit FCFF2.66B
PV of terminal value4.00B
Equity value4.78B
÷ shares → per share$85.72

News

bullish +0.60 · 8 articles

  • The 5 Most Interesting Analyst Questions From Nordson’s Q2 Earnings Call
  • Nordson (NDSN) Raises Sales Outlook, Is The Stock Already Overvalued?
  • Nordson's Order Book, Not Just Its Record Quarter, Moved The Stock
  • NDSN Q3 Earnings Beat Estimates on Broad Organic Growth
  • Company News for Aug 21, 2026
  • Nordson Corp (NDSN) (Q3 2026) Earnings Call Highlights: Record Sales and EPS Fueled by ...
  • Update: Equities Drop to Lowest in More Than 2 Weeks as Yields Rise
  • Top Medical, Aerospace Supplier Scores Breakout On Q3 Beat; Analyst Hikes Target

Projected free cash flow to the firm

YrRevenueGrowthMarginNOPATReinvestFCFFPV
1 2.99B 3.0% 24.6% 595.30M 151.19M 444.10M 408.85M
2 3.08B 3.1% 23.5% 586.96M 158.61M 428.35M 363.04M
3 3.18B 3.1% 22.4% 577.88M 166.43M 411.44M 321.03M
4 3.28B 3.2% 21.4% 567.96M 174.68M 393.28M 282.50M
5 3.38B 3.2% 20.3% 557.14M 183.37M 373.77M 247.17M
6 3.50B 3.3% 20.3% 575.40M 192.54M 382.86M 233.08M
7 3.61B 3.3% 20.3% 594.58M 202.22M 392.36M 219.90M
8 3.73B 3.4% 20.3% 614.73M 212.45M 402.28M 207.57M
9 3.86B 3.4% 20.3% 635.90M 223.25M 412.66M 196.02M
10 4.00B 3.5% 20.3% 658.16M 234.66M 423.50M 185.20M

History

DatePriceIntrinsicMoSRating
2026-08-26$333.58 $85.72 -74.3% SELL
2026-06-23$291.07 $123.59 -57.5% HOLD