Head-To-Head Comparison: RBC Bearings (NYSE:RBC) versus Atmus Filtration Technologies (NYSE:ATMU)

RBC Bearings (NYSE:RBC) and Atmus Filtration Technologies (NYSE:ATMU) are both industrials companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, profitability, earnings, analyst recommendations, valuation, institutional ownership and risk.

Earnings and Valuation

This table compares RBC Bearings and Atmus Filtration Technologies”s gross revenue, earnings per share and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
RBC Bearings	$1.87 billion	8.27	$287.60 million	$11.18	43.74
Atmus Filtration Technologies	$1.76 billion	2.57	$207.40 million	$2.69	20.76

RBC Bearings has higher revenue and earnings than Atmus Filtration Technologies. Atmus Filtration Technologies is trading at a lower price-to-earnings ratio than RBC Bearings, indicating that it is currently the more affordable of the two stocks.

Volatility and Risk

RBC Bearings has a beta of 1.39, indicating that its stock price is 39% more volatile than the S&P 500. Comparatively, Atmus Filtration Technologies has a beta of 1.17, indicating that its stock price is 17% more volatile than the S&P 500.

Institutional & Insider Ownership

32.7% of Atmus Filtration Technologies shares are held by institutional investors. 1.8% of RBC Bearings shares are held by company insiders. Comparatively, 0.4% of Atmus Filtration Technologies shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Profitability

This table compares RBC Bearings and Atmus Filtration Technologies’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
RBC Bearings	17.51%	12.50%	8.26%
Atmus Filtration Technologies	11.26%	55.47%	13.79%

Analyst Recommendations

This is a breakdown of recent ratings and price targets for RBC Bearings and Atmus Filtration Technologies, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
RBC Bearings	0	2	6	1	2.89
Atmus Filtration Technologies	0	3	3	0	2.50

RBC Bearings presently has a consensus price target of $623.38, suggesting a potential upside of 27.48%. Atmus Filtration Technologies has a consensus price target of $59.67, suggesting a potential upside of 6.85%. Given RBC Bearings’ stronger consensus rating and higher probable upside, research analysts plainly believe RBC Bearings is more favorable than Atmus Filtration Technologies.

Summary

RBC Bearings beats Atmus Filtration Technologies on 12 of the 15 factors compared between the two stocks.

About RBC Bearings

RBC Bearings Incorporated designs and manufactures precision bearings and other engineered components for aerospace, defense and industrial applications. Its products include plain, roller and ball bearings, spherical bearings, rod ends and related motion-control components. The company’s products are used in aircraft and defense systems as well as equipment across industries such as construction, energy, transportation and automation. RBC Bearings serves customers worldwide. The company traces its roots to 1919 and has grown through product development and acquisitions.

About Atmus Filtration Technologies

Atmus Filtration Technologies designs, manufactures and distributes filtration products and solutions for equipment and engines. Its offerings include air, fuel, lubricating-oil, hydraulic and coolant filtration, as well as crankcase ventilation and emissions-related products. The company markets many of its products under the Fleetguard brand. Atmus serves customers in markets including on-highway transportation, agriculture, construction, mining, marine, power generation and industrial equipment.