Quality Investor

Federal Signal Corporation

Rank #272Capital Return

FSS · NYSE · Industrials

Federal Signal Corporation (FSS) — Rank #272 by gross profitability (GP/assets 0.26) · ROE 16.4% · Piotroski F-Score N/A.

As-of 2026-09-15 · CIK 0000277509 · all metrics point-in-time as of the filing date.

About

Federal Signal Corporation designs, manufactures, and supplies a suite of products and integrated solutions for municipal, governmental, industrial, and commercial customers in the United States, Canada, Europe, and internationally.

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It operates through two segments, Environmental Solutions Group, and Safety and Security Systems Group. The company offers street sweepers, sewer cleaners, industrial vacuum loaders, safe-digging trucks, dump truck bodies, and trailers, as well as waterblasting, road-marking, line-removal, metal extraction support equipment, and multi-purpose maintenance vehicles under the ELGIN, VACTOR, GUZZLER, TRUVAC, WESTECH, JETSTREAM, BLASTERS, MARK RITE LINES, HOG, NEW WAY, TRACKLESS, OX BODIES, CRYSTEEL, J-CRAFT, DURACLASS, RUGBY, TRAVIS, OSW, NTE, WTB, GROUND FORCE, TOWHAUL, BUCKS, AND SWITCH-N-GO brands; and provides refuse and recycling collection vehicles through a dealer network or direct sales to service customers. It is also involved in sale of parts, service and repair, equipment rentals, and training. The company also provides systems for community alerting, emergency vehicles, first responder interoperable communications, and industrial communications; public safety equipment, such as vehicle lightbars and sirens, industrial signaling equipment, public warning systems, and general alarm/public address systems under the Federal Signal, Federal Signal VAMA, and Victor brand names through wholesalers, distributors, independent manufacturer representatives, original equipment manufacturers, and direct sales force, as well as independent foreign distributors.

Federal Signal Corporation was founded in 1901 and is based in Downers Grove, Illinois.

Industry
Farm & Heavy Construction Machinery
Sector
Industrials
State
DE
Filer Category
Large accelerated filer
Fiscal Year End
December 31

Price History

FSS+186.7% · +23.4% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/E and reverse DCF are the primary valuation lenses at this stage.

Market Cap

$6.85B

P/E (annual)

28.0

P/S (annual)

3.1

P/B

4.5

P/OCF (annual)

26.9

Shareholder Yield

0.8%

Employees

5,800

Industry

Farm & Heavy Construction Machinery

Exchange

NYSE

Signal Flags

4 green
Revenue growth acceleratingGrowth rate increasing year over year
Operating leverage expandingOperating income growing faster than revenue
Deferred revenue growingRevenue and deferred revenue both growing — retention signal
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 2-quarter streak

Quality Profile

Profitability

1/1 pass
GP / assets
0.26
Return on equity
16.4%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.62
Current ratio
2.74×
Net cash
-$148.80M

Cash Flow

2/3 pass
Positive FCF
PASS
Cash-backed earnings
WARN
Accruals healthy
PASS
SBC / revenue
0.7%

Growth

2/2 pass
Revenue growth
17.1%
Piotroski F-Score
N/A
Share dilution
-0.3%

Terry Smith quality gate

Passes 2/5 Terry Smith thresholds

What Growth Is Priced In

Implied revenue growth (10Y)

13.4%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Buyback tailwind: -0.3% — per-share value needs a total required return of 13.1% once share-count change is priced in.

vs. own 6-year median revenue growth: 12.6%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

8.8%

r = 10% (base)

13.4%

r = 12%

17.4%

Net debt / market cap: 2.2%

Base FCF: $227.1M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

29.8xExpensive
16.0xmed 21.9x32.9x

P / S

Price / revenue per share

3.4xExpensive
1.3xmed 1.9x3.4x

P / B

Price / book value per share

5.3xExpensive
2.3xmed 3.1x5.3x

P / GP

Price / gross profit per share

11.6xExpensive
5.0xmed 7.4x11.6x

P / FCF

Price / free cash flow per share

32.3xFair
19.1xmed 29.5x188.6x

FCF yield, shareholder yield, and buyback activity are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.26

Primary signal (Novy-Marx).

76th pctl of 22 SIC 37 peers

Return on equity

16.4%

Gross margin

28.9%

62nd pctl of 22 SIC 37 peers

Revenue growth (YoY)

17.1%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2022202320242025
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

15.0%

Revenue CAGR (5Y)

14.0%

Earnings CAGR (3Y)

27.0%

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.62

85th pctl of 21 SIC 37 peers (best = lowest)

Current ratio

2.74×

76th pctl of 22 SIC 37 peers

Quick ratio

1.12×

Net cash

-$148.80M

Cash & equivalents minus total debt.

Recession resistance

Revenue through recessions

Worst single-year YoY revenue decline, 15 years of history

Moderate
2008-2009 (GFC)
N/AN/A
2020 (COVID)
-7.4%Mild decline
Worst year on record(any fiscal year, not recession-limited)
-16.4%Significant decline

Cash-flow health

Free cash flow

$227.10M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

-0.08

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

WARN

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.7%

Stock-based comp intensity.

Dividend safety

Composite score

4.0 / 5

Strong
Payout ratio
13.8%5/5 Strong
FCF coverage
6.66×5/5 Strong
Dividend growth streak
3 yr2/5 Fair
Balance-sheet health
D/E 0.62 · IC 24.18×4/5 Strong

Piotroski F-Score

F-Score

N/A

Only 8/9 components determinable.

Lifecycle Phase History

20202025
Decline
Capital Return
Op. Leverage