WallStSmart

Allegheny Technologies Incorporated (ATI)vsCNH Industrial N.V. (CNH)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CNH Industrial N.V. generates 294% more annual revenue ($18.09B vs $4.59B). ATI leads profitability with a 8.8% profit margin vs 2.8%. CNH appears more attractively valued with a PEG of 0.57. CNH earns a higher WallStSmart Score of 57/100 (C).

ATI

Hold

49

out of 100

Grade: D+

Growth: 4.0Profit: 6.5Value: 4.3Quality: 6.8
Piotroski: 6/9

CNH

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 4.0Value: 8.0Quality: 6.3
Piotroski: 3/9Altman Z: 1.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ATI.

CNHUndervalued (+45.2%)

Margin of Safety

+45.2%

Fair Value

$23.36

Current Price

$10.08

$13.28 discount

UndervaluedFair: $23.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ATI1 strengths · Avg: 9.0/10
Return on EquityProfitability
21.6%9/10

Every $100 of equity generates 22 in profit

CNH2 strengths · Avg: 8.0/10
PEG RatioValuation
0.578/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

ATI4 concerns · Avg: 3.0/10
Price/BookValuation
11.7x4/10

Trading at 11.7x book value

Revenue GrowthGrowth
0.4%4/10

0.4% revenue growth

P/E RatioValuation
51.3x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-26.5%2/10

Earnings declined 26.5%

CNH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : ATI

The strongest argument for ATI centers on Return on Equity. PEG of 1.20 suggests the stock is reasonably priced for its growth.

Bull Case : CNH

The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.57 suggests the stock is reasonably priced for its growth.

Bear Case : ATI

The primary concerns for ATI are Price/Book, Revenue Growth, P/E Ratio. A P/E of 51.3x leaves little room for execution misses.

Bear Case : CNH

The primary concerns for CNH are Altman Z-Score, Return on Equity, Profit Margin. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

CNH carries more volatility with a beta of 1.33 — expect wider price swings.

CNH is growing revenue faster at 5.8% — sustainability is the question.

CNH generates stronger free cash flow (533M), providing more financial flexibility.

Monitor METAL FABRICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CNH scores higher overall (57/100 vs 49/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Allegheny Technologies Incorporated

INDUSTRIALS · METAL FABRICATION · USA

Allegheny Technologies Incorporated manufactures and sells specialty materials and components worldwide. The company is headquartered in Pittsburgh, Pennsylvania.

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CNH Industrial N.V.

INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA

CNH Industrial N.V., an equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middle East, Africa, South America, and the Asia Pacific. The company is headquartered in Basildon, the United Kingdom.

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