Bloom Energy Corp (BE)vsCNH Industrial N.V. (CNH)
BE
Bloom Energy Corp
$219.34
-4.20%
INDUSTRIALS · Cap: $67.18B
CNH
CNH Industrial N.V.
$10.91
+0.55%
INDUSTRIALS · Cap: $14.19B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 481% more annual revenue ($18.09B vs $3.11B). BE leads profitability with a 7.9% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.62. BE earns a higher WallStSmart Score of 58/100 (C).
BE
Buy58
out of 100
Grade: C
CNH
Buy51
out of 100
Grade: C-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 165.5% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
7.9% margin — thin
Elevated debt levels
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 5.0% — below average capital efficiency
2.1% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : BE
The strongest argument for BE centers on Revenue Growth, Market Cap, PEG Ratio. Revenue growth of 165.5% demonstrates continued momentum. PEG of 0.86 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 0.62 suggests the stock is reasonably priced for its growth.
Bear Case : BE
The primary concerns for BE are Profit Margin, Debt/Equity, Piotroski F-Score. A P/E of 300.1x leaves little room for execution misses. Debt-to-equity of 1.61 is elevated, increasing financial risk.
Bear Case : CNH
The primary concerns for CNH are P/E Ratio, Altman Z-Score, Return on Equity. Debt-to-equity of 3.37 is elevated, increasing financial risk. Thin 2.1% margins leave little buffer for downturns.
Key Dynamics to Monitor
BE profiles as a hypergrowth stock while CNH is a value play — different risk/reward profiles.
BE carries more volatility with a beta of 3.83 — expect wider price swings.
BE is growing revenue faster at 165.5% — sustainability is the question.
BE generates stronger free cash flow (71M), providing more financial flexibility.
Bottom Line
BE scores higher overall (58/100 vs 51/100) and 165.5% revenue growth. Both earn "Buy" and "Buy" 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.
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