Twin Disc, Incorporated (TWIN)
Industrials · NMS
Fundamentals
Valuation and ratings
Twin Disc, Incorporated trades at USD23.24, which is 114% below the USD49.70 our discounted cash flow model puts on the business. On that measure alone it screens as undervalued, though a DCF is an argument rather than a measurement, and the market is frequently right about why something is cheap.
Our moat model scores it 45 out of 100, which is a moat, but not a deep one. A moat is a structural reason competitors cannot take the profits away, and it matters more to a long holding period than any single quarter's numbers do.
It changes hands at 12.1 times earnings. Be careful reading that in isolation: for a cyclical business a low P/E arrives at the top of the cycle, when profits are peaking and about to fall, which is exactly when the shares look cheapest and are not.
TWIN dividend history
Dividends per share by year
| Year | Total per share | Payments |
|---|---|---|
| 2026 (year to date) | USD0.080 | 2 |
| 2025 | USD0.160 | 4 |
| 2024 | USD0.160 | 4 |
| 2023 | USD0.040 | 1 |
| 2015 | USD0.360 | 4 |
| 2014 | USD0.360 | 4 |
| 2013 | USD0.360 | 4 |
| 2012 | USD0.360 | 4 |
| 2011 | USD0.320 | 4 |
| 2010 | USD0.350 | 4 |
| 2009 | USD0.280 | 4 |
Split-adjusted amounts in the listing currency, grouped by the calendar year of the ex-dividend date, from the filed record. Growth and streak figures compare complete years only.
TWIN earnings and analyst estimates
Recommendation mix, 1 analyst rating
Estimates are the published analyst consensus and move often. An earnings date is scheduled, not certain, and a share tends to reprice most violently on the day itself.
About Twin Disc, Incorporated
Twin Disc, Incorporated engages in the design, manufacture, and sale of marine and heavy duty off-highway power transmission equipment in the United States, the Netherlands, China, Australia, Finland, Italy, and internationally. The company operates in two segments, Manufacturing and Distribution. It offers marine transmissions, azimuth drives, surface drives, propellers, and boat management systems, as well as power-shift transmissions, hydraulic torque converters, power take-offs, industrial clutches, and controls and braking systems. The company also provides third-party manufactured products. It sells its products through a direct sales force and distributor network to customers primarily in the pleasure craft, commercial marine, patrol, and military marine markets, as well as in the energy and natural resources, government, agriculture, recycling, construction, oil and gas, and industrial markets. The company was incorporated in 1918 and is headquartered in Milwaukee, Wisconsin.
TWIN passes 4 of our 30 screens today
Each screen prints the exact criteria it used, and the circumstances in which it is wrong.
Super investor ownership
7 of the funds we track reported a position in their latest SEC 13F filing. Largest first:
- Mario Gabelli, GAMCO INVESTORS, INC. ET AL$24.91M · 0.3% of book
- Israel Englander, MILLENNIUM MANAGEMENT LLC$2.91M · 0.0% of book
- Arrowstreet Capital, ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2.02M · 0.0% of book
- Renaissance Technologies, RENAISSANCE TECHNOLOGIES LLC$1.62M · 0.0% of book
- Ken Griffin, CITADEL ADVISORS LLC$618.8K · 0.0% of book
A word of warning on reading these figures: a 13F reports the market value of a holding, so a fund that traded nothing at all still appears to have sold when the price fell. We found 102 companies where the standard reading gives the opposite answer. Only the share count is honest.
Common questions
Is Twin Disc, Incorporated (TWIN) undervalued?
Against our discounted cash flow estimate of USD49.70, TWIN at USD23.24 is 114% below fair value. That is one model's answer, not a recommendation, and most of a DCF's output sits in a terminal value nobody can forecast.
Which funds own TWIN?
7 of the institutions we track reported a position in TWIN in their most recent SEC 13F filing. A 13F is filed up to 45 days after quarter end, so it tells you what a fund held then, not what it holds now.
What is TWIN's P/E ratio?
TWIN trades at 12.1 times earnings. A low P/E is not automatically cheap: on a cyclical company it is usually a warning that earnings are at a peak.
Does Twin Disc, Incorporated (TWIN) pay a dividend?
Yes. Twin Disc, Incorporated yields 0.71% at the current share price. It has paid USD0.160 per share over the trailing twelve months. It has paid a dividend in each of the last 3 complete calendar years. A dividend is declared by the board and can be cut at any time; a yield is a fact about the current price, not a promise.
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Data from company filings, exchange quotes and SEC EDGAR 13F disclosures. Quotes are delayed. Metrics we do not have are left out rather than estimated. Educational information, not financial advice.