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TWIN

Twin Disc, Incorporated

Industrials · $356M market cap

Verdict

Share price

$28.51

close of Oct 3, 2026

Fair value

$25.49

Sticker Price

Payback Price

$10.19

buy price

Overpriced

TWIN is Overpriced: at $28.51 it trades 12% above its fair value of $25.49. Its buy price (Payback Price) is $10.19, 64% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Owner Earnings. Earnings have been shrinking, but the business still generates cash, so we value it on its cash flow instead of its earnings.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth-1.0% a year✗
Equity per share growth0.8% a year✗
Sales growth-0.3% a year✗
Free cash flow growth4.0% a year✗
Return on invested capital2.1%✗

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Insider activity

Since Aug 3, 2026: no open-market purchases, 3 sales worth $418K and 10 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-09-08

Sold

$181K

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-09-04

Sold

$137K

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-09-03

Sold

$99K

Other filings

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-08-05

Tax withholding

$177K

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-08-05

Tax withholding

$436K

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-08-05

Award

$210K

Knutson Jeffrey Scott

VP Finance, CFO, Secr & Trea · 2026-08-05

Award

$928K

BATTEN JOHN H

President and CEO · 2026-08-05

Tax withholding

$361K

Show all 10 other filings

BATTEN JOHN H

President and CEO · 2026-08-05

Tax withholding

$888K

BATTEN JOHN H

President and CEO · 2026-08-05

Award

$450K

BATTEN JOHN H

President and CEO · 2026-08-05

Award

$1.9M

Johnson David W

director · 2026-08-03

Award

$4K

DOAR MICHAEL

director · 2026-08-03

Award

$8K

About Twin Disc, Incorporated

Twin Disc, Incorporated is a global enterprise specializing in the design, production, and sale of robust power transmission equipment for both marine and heavy-duty off-highway applications. The company operates through two primary divisions: Manufacturing and Distribution. Its comprehensive product range features marine transmissions, azimuth and surface drives, propellers, and boat management systems. For…

Industrial - Machinery

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works