WallStSmart

RBC Bearings Incorporated (RBC)vsTimken Company (TKR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Timken Company generates 161% more annual revenue ($4.67B vs $1.79B). RBC leads profitability with a 15.0% profit margin vs 6.6%. RBC appears more attractively valued with a PEG of 1.40. TKR earns a higher WallStSmart Score of 61/100 (C+).

RBC

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 7.0Value: 4.3Quality: 5.0

TKR

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.0Quality: 5.5
Piotroski: 2/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for RBC.

TKRSignificantly Overvalued (-45.3%)

Margin of Safety

-45.3%

Fair Value

$74.88

Current Price

$117.97

$43.09 premium

UndervaluedFair: $74.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

RBC2 strengths · Avg: 8.0/10
Operating MarginProfitability
22.4%8/10

Strong operational efficiency at 22.4%

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

TKR2 strengths · Avg: 8.0/10
Price/BookValuation
2.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
26.1%8/10

Earnings expanding 26.1% YoY

Areas to Watch

RBC1 concerns · Avg: 2.0/10
P/E RatioValuation
69.9x2/10

Premium valuation, high expectations priced in

TKR4 concerns · Avg: 3.5/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

P/E RatioValuation
26.4x4/10

Moderate valuation

Profit MarginProfitability
6.6%3/10

6.6% margin — thin

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : RBC

The strongest argument for RBC centers on Operating Margin, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bull Case : TKR

The strongest argument for TKR centers on Price/Book, EPS Growth.

Bear Case : RBC

The primary concerns for RBC are P/E Ratio. A P/E of 69.9x leaves little room for execution misses.

Bear Case : TKR

The primary concerns for TKR are PEG Ratio, P/E Ratio, Profit Margin.

Key Dynamics to Monitor

RBC profiles as a growth stock while TKR is a value play — different risk/reward profiles.

RBC carries more volatility with a beta of 1.49 — expect wider price swings.

RBC is growing revenue faster at 17.0% — sustainability is the question.

RBC generates stronger free cash flow (99M), providing more financial flexibility.

Bottom Line

TKR scores higher overall (61/100 vs 58/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

RBC Bearings Incorporated

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.

Timken Company

INDUSTRIALS · TOOLS & ACCESSORIES · USA

The Timken Company designs, manufactures and manages engineered bearings and power transmission products and services globally. The company is headquartered in North Canton, Ohio.

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