Industry ยท Oct 2026
Hardware, Equipment & Parts stocks ranked by gap to the model's fair value
Faircurve's model values 30 hardware, equipment & parts stocks. 28 of them are ranked below by the gap between the model's fair value and the last close, as of 31 Oct 2026: 6 read as Undervalued, 22 as Fairly valued and 0 as Overvalued. The median gap across the ranked names is +2.8%. The widest gaps above the price are MKSI (+31.9%), VNT (+29.6%), JBL (+23.4%). The widest below it are FTV (-14.1%), TDY (-12.2%), PLXS (-10.1%).
Valuations as of . Prices are the closes of 3 Nov 2026. The gap is the model's fair value against the price: a positive gap means the fair value is above the price. It states what the model concluded, not where the price goes next.
The ranking
| Rank | Company | Last close | Model fair value | Gap | Model verdict | Quality score | Market value |
|---|---|---|---|---|---|---|---|
| 1 | MKSI MKS Inc. | $205.18 | $270.71 | +31.9% | Undervalued | 53 | $13.7B |
| 2 | VNT Vontier Corporation | $36.56 | $47.37 | +29.6% | Undervalued | 61 | $4.8B |
| 3 | JBL Jabil Inc. | $271.70 | $335.25 | +23.4% | Undervalued | 75 | $28.1B |
| 4 | SANM Sanmina Corporation | $164.49 | $198.30 | +20.6% | Undervalued | 69 | $8.9B |
| 5 | AEIS Advanced Energy Industries, Inc. | $238.10 | $282.98 | +18.8% | Undervalued | 69 | $8.9B |
| 6 | TRMB Trimble Inc. | $65.61 | $77.48 | +18.1% | Undervalued | 42 | $15.1B |
| 7 | KEYS Keysight Technologies, Inc. | $305.11 | $348.08 | +14.1% | Fairly valued | 67 | $52.3B |
| 8 | ST Sensata Technologies Holding plc | $41.64 | $46.16 | +10.9% | Fairly valued | 43 | $5.9B |
| 9 | OSIS OSI Systems, Inc. | $200.95 | $220.97 | +10.0% | Fairly valued | 71 | $3.1B |
| 10 | BHE Benchmark Electronics, Inc. | $70.93 | $77.57 | +9.4% | Fairly valued | 57 | $2.4B |
| 11 | TTMI TTM Technologies, Inc. | $81.63 | $87.78 | +7.5% | Fairly valued | 37 | $8.7B |
| 12 | LFUS Littelfuse, Inc. | $412.68 | $432.14 | +4.7% | Fairly valued | 50 | $10.0B |
| 13 | FLEX Flex Ltd. | $88.10 | $91.12 | +3.4% | Fairly valued | 61 | $32.0B |
| 14 | CTS CTS Corporation | $62.92 | $64.86 | +3.1% | Fairly valued | 65 | $1.7B |
| 15 | COHR Coherent, Inc. | $207.49 | $212.79 | +2.6% | Fairly valued | 41 | $41.4B |
| 16 | OLED Universal Display Corporation | $89.40 | $91.08 | +1.9% | Fairly valued | 60 | $3.8B |
| 17 | ESE ESCO Technologies Inc. | $250.59 | $248.14 | -1.0% | Fairly valued | 59 | $6.2B |
| 18 | ROG Rogers Corporation | $132.57 | $130.51 | -1.6% | Fairly valued | 52 | $2.4B |
| 19 | FN Fabrinet | $363.33 | $356.34 | -1.9% | Fairly valued | 69 | $11.7B |
| 20 | GLW Corning Inc | $126.14 | $123.37 | -2.2% | Fairly valued | 68 | $106.2B |
| 21 | KN Knowles Corporation | $34.00 | $32.88 | -3.3% | Fairly valued | 62 | $2.8B |
| 22 | VICR Vicor Corporation | $179.01 | $172.72 | -3.5% | Fairly valued | 62 | $8.8B |
| 23 | GRMN Garmin Ltd. | $271.44 | $255.26 | -6.0% | Fairly valued | 77 | $52.5B |
| 24 | RAL Ralliant Corp | $71.31 | $66.80 | -6.3% | Fairly valued | 67 | $7.4B |
| 25 | CGNX Cognex Corporation | $58.11 | $53.77 | -7.5% | Fairly valued | 70 | $9.4B |
| 26 | PLXS Plexus Corp. | $216.78 | $194.91 | -10.1% | Fairly valued | 61 | $5.5B |
| 27 | TDY Teledyne Technologies Incorporated | $663.63 | $582.97 | -12.2% | Fairly valued | 53 | $30.5B |
| 28 | FTV Fortive Corporation | $66.81 | $57.37 | -14.1% | Fairly valued | 49 | $19.4B |
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Valued but not ranked
These 2 names are valued but not ranked, for one of four reasons: the model grades the evidence as low or has not graded it yet, the inputs are under review, the gap is wider than 60%, or the valuation is more than three weeks old. The numbers are shown for reference.
| Company | Last close | Model fair value | Gap | Why it is not ranked | Quality score | Market value |
|---|---|---|---|---|---|---|
| APH Amphenol Corporation | $84.19 | $78.07 | -7.3% | Low evidence grade | 84 | $195.6B |
| ITRI Itron, Inc. | $98.22 | $96.87 | -1.4% | Low evidence grade | 66 | $4.2B |