What is Nordson Corporation (NDSN) DCF Fair Value and Intrinsic Value in 2026?

Nordson Corporation (NDSN) intrinsic value is calculated using conservative multi-stage Discounted Cash Flow (DCF) models, 5-year free cash flow trajectories, Graham Numbers, and owner earnings multiples. LocalAlpha tracks real-time margin of safety against live market prices.

What is Nordson Corporation's historical Return on Invested Capital (ROIC) and Moat Rating?

Nordson Corporation operates in the Industrials sector (Specialty Industrial Machinery) with an economic moat rating of WIDE. LocalAlpha tracks 5-year audited quarterly ROIC, operating margin stability, and balance sheet solvency ratios.

What is Nordson Corporation's financial health rating and Piotroski F-Score?

Nordson Corporation's balance sheet quality is evaluated using the 9-point Piotroski F-Score, Altman Z-Score solvency model, debt-to-equity ratio, and quick/current liquidity coverage to guard against financial distress.

How does LocalAlpha monitor Nordson Corporation (NDSN) for quarterly SEC filing thesis breaks?

LocalAlpha audits Nordson Corporation's 10-K, 10-Q, and 8-K regulatory filings on SEC EDGAR within 15 minutes of release. If reported metrics breach an investor's custom ROIC floor, operating margin boundary, or qualitative risk criteria, an autonomous breach audit is dispatched immediately.

StocksNDSN

NDSN

Nordson CorporationIndustrials / Specialty Industrial MachineryINTACT

Nordson Corporation engineers, manufactures, and markets products and systems to dispense, apply, and control adhesives, coatings, polymers, sealants, biomaterials, medical components, and other fluids. The Industrial Precision Solutions segment provides dispensing, coating, and laminating systems for adhesives, lotions, liquids, and fibers to disposable products and roll goods; automated adhesive dispensing systems; components and systems for thermoplastic and biopolymer melt stream; fluid components, such as nozzles, pumps, and filters; smart components that measure and control the flow, quantity and location of dispensed fluid; control systems; and product assembly solutions. It also offers automated and manual dispensing products and systems for cold materials, container coating, liquid finishing, and powder coating, as well as ultraviolet equipment. The Medical and Fluid Solutions segment offers precision manual and semi-automated dispensers, plastic molded syringes, cartridges, tips, and fluid connection components; interventional solutions for engineered shafts and interventional delivery systems, medical tubing, balloons, balloon inflators, nitinol devices, cardiovascular cannula, and biomaterial delivery; medical fluid components; and microplegia myocardial protection devices and related consumables. The Advanced Technology Solutions segment provides automated dispensing systems for high-speed, precise application of various attachment, protection, and coating fluids, and related gas plasma treatment systems; destructive and non-destructive testing technologies, such as bond testers and automated optical, acoustic microscopy, and x-ray inspection systems used in the semiconductor and printed circuit board industries; and precision measurement and control technologies. The company markets its products through direct sales force, distributors, and sales representatives. Nordson Corporation was founded in 1909 and is headquartered in Westlake, Ohio.

Share Price

$314.47

52W: $220.47 - $339.12

DCF Fair Value

$265.56

-18.4% Premium

Thesis Hub

P/E (TTM)

31.9x

ROIC

20.5%

Operating Margin

27.4%

FCF Yield

3.5%

Debt / Equity

0.56x

Piotroski Score

9/9

Altman Z-Score

3.21

Market Cap

$17.5B

Price vs. Intrinsic Value Corridor

Overvalued vs DCF ($265.56)

Historical market price overlaid against conservative DCF Fair Value & Benjamin Graham Margin of Safety bands.

Period Return (1Y)

—()

Period Range

$— - $—

DCF Fair Value

$265.56

MOS Buy Target (-25%)

$199.17

Valuation Overlays: DCF Fair Value ($265.56) 25% MOS Buy Target ($199.17) Revised Graham ($262.38) Graham Number ($114.17)

2-Stage Discounted Cash Flow (DCF) Workbench

Conservative intrinsic value model based on owner cash generation over a 10-year investment horizon. Opens with LocalAlpha's baseline assumptions (matching the fair value shown above) — adjust any input to stress-test.

Current Market Price

$314.47

DCF Fair Value

$264.69

-18.8% Premium

Starting Free Cash Flow ($M)$614M

$100M$614M (Reported)$50,000M

Stage 1 Growth (Years 1-5)13.7%

-5%10% (Target)35%

Stage 2 Growth (Years 6-10)4.5%

0%5%20%

Discount Rate (WACC / Hurdle)9.0%

6%9% (Standard)15% (High Risk)

Terminal Perpetual Growth2.5%

1% (GDP Floor)2.5% (Inflation)4.0%

Net Debt ($M)$1,700M

-$100B CashBalance Sheet+$150B Debt

10-Yr PV of Cash Flows

$6.8B

PV of Terminal Value

$9.7B

Implied Enterprise Value

$16.5B

Implied Equity Value

$14.8B

Year	Yr 1	Yr 2	Yr 3	Yr 4	Yr 5	Yr 6	Yr 7	Yr 8	Yr 9	Yr 10
Projected FCF ($M)	$698	$794	$903	$1,026	$1,167	$1,219	$1,274	$1,331	$1,391	$1,454
Present Value (PV)	$640	$668	$697	$727	$758	$727	$697	$668	$641	$614

Benjamin Graham & Buffett Value Models

Classical deep value metrics based on asset backing, normalized earnings power, and owner cash yield.

Graham Number-175.5% Premium

$114.16

Calculated as √(22.5 × EPS × BVPS). The maximum theoretical price a defensive investor should pay based purely on asset book value and current earnings.

EPS: $9.87BVPS: $58.69

Revised Graham Formula-19.9% Premium

$262.38

Formula: V = (EPS × (8.5 + 2g) × 4.4) / Y where g is the conservative 7-10 yr growth rate and Y is AAA Bond Yield.

Growth Rate (g%)

Bond Yield (Y%)

Buffett Owner Earnings3.3% Yield

$10.42 / share

True distributable cash flow: Net Income + D&A - Maintenance CapEx. Reflects the cash Buffett would extract without hurting unit volume.

Total: $0.6BYield: 3.3%

Reverse DCF: Market Growth Expectation

FAIR BARRIER

10.4% CAGR (Next 10 Yrs)

At the current price of $314.47, the market is assuming the business will compound Free Cash Flow at 10.4% per year for the next decade with a 9% hurdle rate.

Value Investor Verdict

ℹ Fair expectations: Requires steady execution.

Autonomous Thesis Underwriting

Surveil NDSN with Mathematical Margin of Safety Rules

Set non-negotiable floor rules for Nordson Corporation. If a newly filed quarterly 10-Q breaks your ROIC floor, operating margin boundary, or balance sheet leverage rules, receive an autonomous breach audit within 15 minutes.

Buffett Quality

ROIC > 15% • Margin > 15% • D/E < 0.5x

Margin Floor Guard

Current Margin 27.4% • Floor > 10%

Solvency Guard

Altman-Z > 2.6 • Current Ratio > 1.5x

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Frequently Asked Questions: Nordson Corporation (NDSN) Intrinsic Valuation

Audited fundamentals, DCF intrinsic value sensitivity, and thesis break detection parameters for Nordson Corporation.

Based on institutional multi-stage Discounted Cash Flow (DCF) modeling on audited SEC cash flows, Nordson Corporation has an estimated DCF intrinsic fair value of $265.56 per share compared to its current market price of $314.47. This represents an estimated 18.4% premium over fair value. Additionally, its classic Benjamin Graham Number stands at $114.17.