Alamo Group
Based in Texas, Alamo specializes in equipment for the vegetation management and industrial sectors. The first specialty accounts for 65% of sales. The company relies on strong brands, including Bush Hog, Rhino, Dixie Chopper, Schulte and McConnel, which market mowers, snowblowers, trimmers, tree chippers and other large-scale equipment. The industrial equipment division (35%) also has its share of well-established brands, including Gradall, VacAll, Super Products and Schwarze, which focus on machines such as hydraulic excavators, vacuum trucks, drain cleaners and snow removal solutions. Alamo has a total of 4350 employees and operates 29 plants.
Key data:
10-year CAGR: 8.1
EPS growth: strong
Capitalization: $2.25 billion
PER 2024: 16
Share price performance over the past 10 years: +258%.

MYR Group
MYR is a holding company with a number of subsidiaries specializing in electrical construction services. The group serves the utility infrastructure markets and can provide a complete package of works including design, engineering, procurement, construction, upgrading, maintenance and repair. Examples include work on high-voltage transmission lines, underground distribution systems and electrical distribution infrastructure. In the commercial and industrial sectors, MYR meets similar needs for road lighting, signage, electric vehicle charging infrastructures and cabling systems of all kinds. The company operates in the USA and Canada.
Key data:
CAGR last 10 years: 16.2
Growth in net sales: strong
Capitalization: $2.5 billion
PER 2024: 26.7
Share price performance over last 10 years: +496

Simpson Manufacturing
The Californian company operates in the building sector with products mainly for wood (85% of sales) and concrete (15%) construction. Specifically, Simpson Manufacturing sells anchoring systems for framing, connectors (i.e., prefabricated products that fasten wood, concrete, masonry or steel together), fastening lines, lateral force resistance systems and more. The company has an international presence, although the United States accounts for most of its sales (74%). Its strong presence in France (10% of revenues) is particularly noteworthy, following the recent acquisition of Etanco. The company works with 26 of the 30 largest American builders, and its products can be found in around 50% of the country's new builds.
Key data:
CAGR over the last 10 years: 12.7%.
EPS growth: very strong
Capitalization: $6.8 billion
PER 2024: 19.4
10-year share price trend: +391

Napco
Napco operates in the field of electronic security devices, cellular communication services for intruder and fire alarm systems, and school security systems. The company is experiencing strong growth. The company's positioning is intelligent, as it offers a comprehensive range of products for fast-growing markets. The distribution chain is also well optimized: despite its small size, Napco is well represented by thousands of specialist dealers. Finally, the proportion of recurring revenues is tending to increase, which is a good thing to support future growth.
Key data:
CAGR last 10 years: 10.2
NBI growth: strong
Capitalization: $1.8 billion
PER 2024: 37.2
Share price performance over last 10 years: +1543

Badger Meter
Based in Milwaukee, Wisconsin, Badger Meter designs products to help utilities manage water and water flows. These include devices and meters to measure the flow, quality, leakage and pressure of water-related devices. To this must be added the communication tools marketed by Badger Meter and used for efficient processing of the data collected and for analysis.
Key data:
CAGR over the last 10 years: 7.6%.
NBI growth: very strong
Capitalization: $5.5 billion
PER 2024: 47.6
Share price performance over the last 10 years: +661%.
