Electrical Components & Equipment


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. ABB Ltd ABB22,96723,72618,29518,78420,72122,44224,41229,18334,91231,79531,58937,99039,33641,84839,83035,48124,92925,19627,66227,978
2. Eaton Corporation plc ETN8,3097,2997,2098,0619,81711,11512,37013,03315,37611,87313,71516,04916,31122,04622,55220,85519,74720,40421,60921,390
3. Emerson Electric Co EMR15,54515,48013,82413,95815,61517,30520,13322,57224,80720,91521,03924,22224,41224,66924,53722,30414,52215,26417,40818,37216,785
4. Rockwell Automation, Inc ROK7,1514,2793,9094,1044,4115,0035,5615,0045,6984,3334,8576,0006,2596,3526,6246,3085,8806,3116,6666,6956,330
5. AMETEK, Inc AME1,0251,0191,0411,0921,2321,4341,8192,1372,5312,0982,4712,9903,3343,5944,0223,9743,8404,3004,8465,159
6. Hubbell Incorporated HUBB1,4281,3121,5881,7711,9932,1052,4142,5342,7042,3562,5412,8723,0443,1843,3593,3903,5053,6694,4824,591
7. Acuity Brands, Inc AYI2,0241,9831,9732,0492,1042,1732,3932,5312,0271,6571,6271,7961,9342,0892,3942,7073,2913,5053,6803,6733,326
8. Sensata Technologies Holding plc ST1,4231,1351,5401,8271,9141,9452,3982,9253,1973,3173,4913,443
9. Regal Beloit Corporation RBC5986646056197571,4291,6201,8032,2461,8262,2382,8083,1673,0963,2573,5103,2253,3603,6463,238
10. EnerSys ENS8609691,0841,2831,5042,0271,9731,5791,9642,2832,2782,4742,5062,3162,3672,5822,8083,088
11. Generac Holdings Inc GNRC5565745885937921,1761,4861,4611,3171,4441,6722,0232,204
12. nVent Electric plc NVT1,8092,1162,0982,2142,204
13. Atkore International Group Inc ATKR1,7031,7291,5231,5041,8351,9171,765
14. GrafTech International Ltd EAF7766546137128488878551,0051,1906591,0071,3201,2481,1671,0856874385511,8961,791
15. Encore Wire Corporation WIRE2842812853856037581,2491,1851,0816509101,1801,0721,1581,1671,0189411,1641,2891,275
16. Sunrun Inc RUN55199305454530760859
17. Enphase Energy, Inc ENPH62150217233344357323286316624
18. Powell Industries, Inc POWL223271306253206255375564639666551562717675648662565396449517519
19. Preformed Line Products Company PLPC207196170153183206217255270257338424439410388355337378421445
20. Thermon Group Holdings, Inc THR203193239271284277309282264309413383
21. Allied Motion Technologies Inc AMOT48423963748385866181111102126250232246252311371
22. Hammond Power Solutions Inc HMDPF5448576885113161186186191217259229213275275285314359
23. Asia Pacific Wire & Cable Corporation Limited APWC165171241211294337468511501362469472462461451390385425426338
24. LSI Industries Inc LYTS236234259213241282280337305234254294268281299308322331342329306
25. Vicor Corporation VICR258196153151172179192196205198251253219199226220200228291263
26. Plug Power Inc PLUG8.385.7411.8212.516.1413.497.8416.2717.912.2919.47282618.456410386133175230
27. Ultralife Corporation ULBI243379987194138255172179139102796776828687107
28. Ballard Power Systems Inc BLDP2836911208154506660476576446169568512197106
29. Orion Energy Systems, Inc OESX33488173658210186897268706066151
30. FuelCell Energy, Inc FCEL21264134313033481018870123121188180163108968961
31. Sunworks, Inc SUNW0000205486777160
32. American Superconductor Corporation AMSC15.1116.7711.652141585152112183316287778784719675485664
33. Servotronics, Inc SVT16.9717.9315.6117.5722232531343332343030323739414855
34. Espey Mfg. & Electronics Corp ESP14.7217.2518.4119.772318.83212826272930323427272723333632
35. DPW Holdings, Inc DPW17.8810.338.787.378.7110.8612.6312.1611.98.6610.411.238.598.778.857.667.610.182727
36. Energy Focus, Inc EFOI37293127302827232312.493526302229643119.8518.1112.71
37. Capstone Companies, Inc CAPC10.258.3614.5913.6315.92313712.8312.4
38. Flux Power Holdings, Inc FLUX5.930.770.360.720.560.94.129.3216.84
39. Electrovaya Inc EFLVF0.151.022.974.326.386.533.362.352.533.795.0310.159.872.847.4116.5719.548.775.634.8913.67
40. Eguana Technologies Inc EGTYF0.50.050.310.180.111.931.330.062.063.683.370.372.046.010.70.853.93.43
41. mPhase Technologies, Inc XDSL0.2810.522.581.584.641.710.980.150.110.190.350.05000.581.140002.5
42. Energous Corporation WATT002.51.451.150.510.2
43. Aura Systems, Inc AUSI5.792.513.121.11.862.531.761.622.852.423.223.443.342.722.341.160.18000.040.82
44. Borealis Exploration Limited BOREF00000.03000000
45. EEStor Corporation ZNNMF00000000
46. The Coretec Group Inc CRTG0.0900000
47. Ideal Power Inc IPWR0.861.131.891.794.261.631.210-0.01
48. TNR Technical, Inc TNRK8.028.037.918.1887.329.729.629.368.739.359.168.128.248.65
49. Axion Power International, Inc AXPWQ000.280.530.681.842.158.099.7810.194.650.60.06
50. Lighting Science Group Corporation LSCG03.330000.070.442.7821315310912783918053
51. Valiant Eagle Inc PSRU00.010.080.020.020.020.02
52. Millennium Cell, Inc MCELQ000.720.470.20.420.220.76
53. ExeLED Holdings Inc ELED452328465300000000.760.540.440.06
54. Link Reservations Inc LRSV00000000
55. Monitor Ventures Inc AVCVF00000000000
56. Powin Energy Corporation PWON3748464217.8711.30.180.345.17
57. Defense Technology Systems Inc DFTS13.379.771.20.950.7
58. Oryx Technology Corp ORYX0.760.650.610.390.310.320.090.150.20.2
59. Tarsier Ltd TAER8.5514.3300
60. Vu1 Corporation VUOC000000000.01000
61. AER Energy Resources, Inc AERN0.430.40.281.560.03
62. Smartcool Systems Inc SSCFF4.251.570.640.020.330.770.02
63. Evercel, Inc EVRC0.20.730.281348466606158
64. Monitronics International, Inc SCTY32601291642554007305535400
65. alpha-En Corporation ALPE0.970.891.520.641000.010.010000000000
66. Premier Power Renewable Energy, Inc PPRW16.6944318770
67. Hoku Corporation HOKUQ0.062.935.515.373.234.962.613.65
68. Medra Corporation MDRA0.961.14
69. New Energy Exchange Ltd EBODF1.90.8811.420.810.931.171.050000


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. ABB Ltd ABB1.031.030.771.031.11.081.091.21.20.910.991.21.041.060.950.890.71.011.11.01
2. Eaton Corporation plc ETN0.880.880.991.121.221.131.111.051.180.771.161.171.021.351.020.920.951.031.060.99
3. Emerson Electric Co EMR110.891.011.121.111.161.121.10.841.011.151.011.010.990.910.651.051.141.060.91
4. Rockwell Automation, Inc ROK0.60.60.911.051.071.131.110.91.140.761.121.241.041.011.040.950.931.071.0610.95
5. AMETEK, Inc AME0.990.991.021.051.131.161.271.171.180.831.181.211.121.081.120.990.971.121.131.06
6. Hubbell Incorporated HUBB0.920.921.211.121.131.061.151.051.070.871.081.131.061.051.061.011.031.051.221.02
7. Acuity Brands, Inc AYI0.980.9811.041.031.031.11.060.80.820.981.11.081.081.151.131.221.061.0510.91
8. Sensata Technologies Holding plc ST0.80.81.361.191.051.021.231.221.091.041.050.99
9. Regal Beloit Corporation RBC1.111.110.911.021.221.891.131.111.250.811.231.251.130.981.051.080.921.041.080.89
10. EnerSys ENS1.131.131.121.181.171.350.970.81.241.1611.091.010.921.021.091.091.1
11. Generac Holdings Inc GNRC1.031.031.021.011.341.491.260.980.91.11.161.211.09
12. nVent Electric plc NVT1.171.170.991.061
13. Atkore International Group Inc ATKR1.021.020.880.991.221.040.92
14. GrafTech International Ltd EAF0.840.840.941.161.191.050.961.171.180.551.531.310.950.930.930.630.641.263.440.94
15. Encore Wire Corporation WIRE0.990.991.011.351.571.261.650.950.910.61.41.30.911.081.010.870.921.241.110.99
16. Sunrun Inc RUN3.633.631.531.491.171.431.13
17. Enphase Energy, Inc ENPH2.422.421.451.071.481.040.90.891.11.97
18. Powell Industries, Inc POWL1.221.221.130.830.811.241.471.511.131.040.831.021.280.940.961.020.850.71.131.151
19. Preformed Line Products Company PLPC0.950.950.860.91.191.121.051.171.060.951.321.251.030.930.950.910.951.121.111.06
20. Thermon Group Holdings, Inc THR0.950.951.241.131.050.981.110.910.941.171.340.93
21. Allied Motion Technologies Inc AMOT1.071.070.870.941.591.181.111.021.020.711.321.380.921.231.990.931.061.021.231.19
22. Hammond Power Solutions Inc HMDPF0.880.881.181.191.251.331.421.1511.031.141.20.880.931.2911.041.11.14
23. Asia Pacific Wire & Cable Corporation Limited APWC1.031.031.410.881.391.151.391.090.980.721.31.010.9810.980.860.991.1110.79
24. LSI Industries Inc LYTS0.990.991.110.821.131.170.991.20.90.771.091.150.911.051.071.031.051.031.030.960.93
25. Vicor Corporation VICR0.760.760.780.991.131.051.071.021.050.961.271.010.860.911.130.980.911.141.280.9
26. Plug Power Inc PLUG0.690.692.061.061.290.840.582.081.10.691.581.420.950.713.481.610.831.551.311.32
27. Ultralife Corporation ULBI0.990.991.352.441.240.721.331.471.850.681.040.780.730.780.841.151.081.041.021.22
28. Ballard Power Systems Inc BLDP1.311.312.511.310.680.660.931.320.910.781.391.170.571.41.120.821.511.420.81.1
29. Orion Energy Systems, Inc OESX1.451.451.670.90.91.251.230.861.030.810.941.040.861.092.29
30. FuelCell Energy, Inc FCEL1.261.261.570.820.930.971.11.452.090.870.791.760.981.560.960.90.660.880.930.68
31. Sunworks, Inc SUNWNANNANNANNANINF2.661.610.90.920.84
32. American Superconductor Corporation AMSC1.111.110.691.81.971.410.871.032.151.631.730.910.271.140.960.841.360.780.641.161.14
33. Servotronics, Inc SVT1.061.060.871.131.261.051.061.281.090.970.961.080.871.021.041.161.051.071.151.15
34. Espey Mfg. & Electronics Corp ESP1.171.171.071.071.140.841.111.330.931.061.061.021.091.070.790.991.020.821.441.120.86
35. DPW Holdings, Inc DPW0.580.580.850.841.181.251.160.960.980.731.21.080.761.021.010.870.991.342.670.98
36. Energy Focus, Inc EFOI0.790.791.070.881.090.950.950.8510.542.810.731.160.721.352.220.480.640.910.7
37. Capstone Companies, Inc CAPC0.820.821.750.931.171.921.20.350.97
38. Flux Power Holdings, Inc FLUX0.130.130.4620.781.624.572.261.81
39. Electrovaya Inc EFLVF6.746.742.911.451.481.020.510.71.071.51.332.020.970.292.612.241.180.450.640.872.79
40. Eguana Technologies Inc EGTYF0.110.115.990.580.6117.360.690.0436.711.790.920.115.582.940.121.224.560.88
41. mPhase Technologies, Inc XDSL37.7237.720.250.612.930.370.570.160.731.651.890.140.042145.251.970NANNANINF
42. Energous Corporation WATTNANNANINF0.580.790.450.39
43. Aura Systems, Inc AUSI0.430.431.240.351.691.350.70.921.750.851.331.070.970.810.860.490.160NANINF20.93
44. Borealis Exploration Limited BOREFNANNANNANNANINF0NANNANNANNANNAN
45. EEStor Corporation ZNNMFNANNANNANNANNANNANNANNAN
46. The Coretec Group Inc CRTG00NANNANNANNAN
47. Ideal Power Inc IPWR1.311.311.680.952.370.380.740-INF
48. TNR Technical, Inc TNRK110.981.030.980.921.330.990.970.931.070.980.891.011.05
49. Axion Power International, Inc AXPWQNANNANINF1.941.272.711.163.771.211.040.460.130.1
50. Lighting Science Group Corporation LSCGINFINF0NANINF24.335.976.377.481.511.692.051.170.651.10.870.66
51. Valiant Eagle Inc PSRUINFINF6.670.231.180.850.9
52. Millennium Cell, Inc MCELQNANNANINF0.650.422.10.533.41
53. ExeLED Holdings Inc ELED0.660.660.521.21.641.150NANNANNANNANNANNANINF0.720.810.13
54. Link Reservations Inc LRSVNANNANNANNANNANNANNANNAN
55. Monitor Ventures Inc AVCVFNANNANNANNANNANNANNANNANNANNANNAN
56. Powin Energy Corporation PWON1.311.310.950.920.420.630.021.8415.34
57. Defense Technology Systems Inc DFTS0.730.730.120.790.73
58. Oryx Technology Corp ORYX0.860.860.930.640.81.040.281.651.31.03
59. Tarsier Ltd TAER1.681.680NAN
60. Vu1 Corporation VUOCNANNANNANNANNANNANNANNANINF0NANNAN
61. AER Energy Resources, Inc AERN0.930.930.75.520.02
62. Smartcool Systems Inc SSCFF0.370.370.40.0320.512.380.02
63. Evercel, Inc EVRC3.653.650.38476.650.630.790.91.020.94
64. Monitronics International, Inc SCTY1.841.842.161.271.561.571.830.760.980
65. alpha-En Corporation ALPE0.910.911.710.421.560INF5.50.910.40.750.330NANNANNANNANNANNAN
66. Premier Power Renewable Energy, Inc PPRW2.652.650.72.820.81
67. Hoku Corporation HOKUQ53.3353.331.880.980.61.540.531.4
68. Medra Corporation MDRANANNANINF1.19
69. New Energy Exchange Ltd EBODF0.460.461.131.420.571.151.260.90NANINF2