Bloom Energy Corp (BE)vsCNH Industrial N.V. (CNH)
BE
Bloom Energy Corp
$173.24
+3.41%
INDUSTRIALS · Cap: $60.04B
CNH
CNH Industrial N.V.
$11.56
+2.76%
INDUSTRIALS · Cap: $18.59B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 375% more annual revenue ($18.19B vs $3.83B). BE leads profitability with a 13.5% profit margin vs 1.7%. CNH appears more attractively valued with a PEG of 0.31. BE earns a higher WallStSmart Score of 61/100 (C+).
BE
Buy61
out of 100
Grade: C+
CNH
Hold49
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 138.1% year-over-year
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 26.5x book value
2.0% revenue growth
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
1.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on PEG Ratio, Revenue Growth, Market Cap. Revenue growth of 138.1% demonstrates continued momentum. PEG of 0.38 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 0.31 suggests the stock is reasonably priced for its growth.
Bear Case : BE
The primary concerns for BE are Debt/Equity, Piotroski F-Score, P/E Ratio. A P/E of 123.1x leaves little room for execution misses.
Bear Case : CNH
The primary concerns for CNH are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 46.2x leaves little room for execution misses. Debt-to-equity of 3.39 is elevated, increasing financial risk.
Key Dynamics to Monitor
BE profiles as a growth stock while CNH is a value play — different risk/reward profiles.
BE carries more volatility with a beta of 3.78 — expect wider price swings.
BE is growing revenue faster at 138.1% — sustainability is the question.
CNH generates stronger free cash flow (-128M), providing more financial flexibility.
Bottom Line
BE scores higher overall (61/100 vs 49/100) and 138.1% revenue growth. 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.
Bloom Energy Corp
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Bloom Energy Corporation designs, manufactures and sells solid oxide fuel cell systems for on-site power generation in the United States, Japan, China, India, and the Republic of Korea. The company is headquartered in San Jose, California.
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.
Compare with Other ELECTRICAL EQUIPMENT & PARTS Stocks
Want to dig deeper into these stocks?