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Three industrials stocks with inflated valuations are Rockwell Automation (ROK), Vishay Precision (VPG), and Vulcan Materials (VMC). ROK's core business is underperforming, VPG's products face end-market challenges, and VMC's revenue growth has been slower than its peers. These companies' high valuations, eroding returns on capital, and low profit margins make them risky investments.

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