The Timken Company (TKR) is a publicly traded company in the Industrials — Manufacturing - Tools & Accessories industry listed on NYSE. This overview shows the latest price, key valuation ratios, profitability metrics and financial-health indicators used by fundamental investors.
The Timken Company operates globally, specializing in the design, manufacturing, and management of advanced bearings and power transmission solutions. Its business activities are organized into two main divisions: Mobile Industries and Process Industries.
Is The Timken Company stock overvalued or undervalued in 2026?
As of October 6, 2026, The Timken Company (TKR) trades at 32.4× earnings (P/E), against a median of 26.1× across the 405 industrials companies above $2bn in Kaplio's universe. Kaplio's verdict: expensive. At the decade median (15.5×) $57 (-52 %); at its sector median (26.1×) $96 (-19 %).
Kaplio overview: The Timken Company
Market cap $8B · 52 weeks $71 – $145 (18 % below the high) · P/E 32.4× · 2027 expected P/E 16.4× · Dividend 1.1 % · 11 years rising · Next earnings November 4, 2026 · expected EPS $1.47 · Closing price, Oct 6 · accounts published Aug 4.
- Valuation: P/E 32.4× (expensive).
- Business: ROIC 7 % (weak).
- Balance sheet: Net debt/EBITDA 2.4× (solid).
- Earnings: 6 of 8 (on track).
What would it be worth at its usual multiples?
At the decade median (15.5×) $57 (-52 %); at its sector median (26.1×) $96 (-19 %). Implied price from applying the reference multiples to today's earnings (or book value, or FFO) per share. Not a fair value: it is where the stock would trade at its usual multiples.
What matters in industrials: 6 of 10 pass
- ROIC 6.6 %, fails.
- Capex / Revenue 3.2 %, fails.
- P/E vs own 10y history 32.4×, fails.
- Cycle-adjusted EV/EBITDA 15.5×, fails.
- 5y revenue growth 7.1 %, passes.
- Operating margin 12.4 %, passes, near the threshold.
- FCF conversion 140.8 %, passes.
- Net debt / EBITDA 2.4×, passes.
- Altman Z-Score 2.9, passes.
- Piotroski F-Score 5 de 9, passes.
Against its peers (reference peers) — The Timken Company: P/E 32.4×; EV/EBITDA 15.4×; ROIC 6.6 %; $8.3B. The Toro Company (P/E 25.9×; EV/EBITDA 15.6×; ROIC 15.5 %; $9.2B), Kirby Corporation (P/E 21.3×; EV/EBITDA 11.0×; ROIC 6.6 %; $7.4B), MSA Safety Incorporated (P/E 22.7×; EV/EBITDA 14.5×; ROIC 15.0 %; $7.0B).
Expensive or cheap against its last ten years?
P/E at each close: today 32.4× · median 15.5× · minimum 5.6× · maximum 38.6× · cheap below 14.0× · expensive above 20.7×. It has been cheaper than today 97% of the time over its last ten years.
Dividend
solid · Yield 1.15 % ($1.41 per share in 2025) · Years raising it ≥ 11 · 5-year growth +4 % a year · Free cash flow coverage 3.7× · With $1,000 invested today you'd collect $11.50 a year ($0.96 a month).
Profitability
| Return on Equity | 8.13% |
| Return on Invested Capital | 6.64% |
| Return on Assets | 3.79% |
| Gross Margin | 28.67% |
| Operating Margin | 11.19% |
| Net Margin | 5.43% |
Financial Health
| Debt / Equity | 0.65 |
| Current Ratio | 3.10 |
| Piotroski F-Score | 5 |
| Altman Z-Score | 2.89 |
Price Performance
| 1 month | -2.94% |
| 3 months | -13.33% |
| Year-to-date | +42.09% |
| 1 year | +57.64% |
| 3 years | +62.68% |
| 5 years | +75.51% |
| 10 years | +242.03% |
Dividend History
Paid in the last 12 months: $1.4200 per share in 4 payments.
| Date | Amount |
|---|---|
| 2026-08-18 | $0.3600 |
| 2026-05-19 | $0.3600 |
| 2026-02-24 | $0.3500 |
| 2025-11-25 | $0.3500 |
| 2025-08-19 | $0.3500 |
| 2025-05-13 | $0.3500 |
| 2025-02-25 | $0.3400 |
| 2024-11-19 | $0.3400 |
| 2024-08-20 | $0.3400 |
| 2024-05-13 | $0.3400 |
Amounts adjusted for stock splits.
Related companies: OMAB · TTC · KEX · GATX · MSA · GTES · FCN · RAL
Explore sector: Industrials · Manufacturing - Tools & Accessories
More sections of TKR: Financials · Valuation · Statistics · Estimates · Technical · Ownership · News · Events
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