NN vs Twin Disc
NN and Twin Disc are similar in size: $422m and $381m of revenue in their latest fiscal years. Twin Disc grew faster (11.9% against -9.1%). Twin Disc kept more of each dollar of sales as profit: a net margin of 7.1% against -8.1%. Twin Disc carries less debt relative to equity (13.6% against 469.3%).
| Latest fiscal year | NNNNBR, 2025 | Twin DiscTWIN, 2026 |
|---|---|---|
| Revenue | $422m | $381m |
| Revenue growth | -9.1% | 11.9% |
| Net income | −$34.0m | $27.1m |
| Operating margin | -4.5% | 4.7% |
| Net margin | -8.1% | 7.1% |
| Return on equity | -62.7% | 13.0% |
| Free cash flow | −$7.2m | $9.2m |
| Cash | $11.4m | — |
| Total debt | $160m | $29.8m |
| Debt to equity | 469.3% | 13.6% |
| Dividend per share | — | $0.16 |
| Dividend yield | — | 0.6% |
| Share buybacks | — | — |
| Employees | — | — |
| Market value | $309m | $359m |
| Price vs our value range | Above our value range | Below our value range |
| Moat score | 30 (Weak) | 25 (Weak) |
| Insider trades, 12 months | 0 buys, 28 sales | 0 buys, 3 sales |