8. Trimas (TRS) shares have advanced 230% in 2010. Trimas makes sealants, screws and engine parts with packaging, industrial and aerospace applications. Its 12-month profit has doubled.
12-Month Net Income Growth: 119%
Cash Flow Multiple: 10 (31% peer discount)
Quarterly Operating Profit Margin: 13%
Analyst Opinions: Of analysts covering Trimas, four, or 57%, advise purchasing its shares and three recommend holding them. A median target of $22 suggests the stock has run past fair value. Jefferies and KeyBank value the stock at $20, implying that it is 13% overvalued. However, its forward earnings multiple of 16 and cash flow multiple of 10 reflect machinery industry discounts of 26% and 31%.