CECO Environmental Corp. (CECO)vsZurn Elkay Water Solutions Corporation (ZWS)
CECO
CECO Environmental Corp.
$59.82
-11.35%
INDUSTRIALS · Cap: $4.79B
ZWS
Zurn Elkay Water Solutions Corporation
$51.55
+4.54%
INDUSTRIALS · Cap: $8.00B
Smart Verdict
WallStSmart Research — data-driven comparison
Zurn Elkay Water Solutions Corporation generates 117% more annual revenue ($1.74B vs $803.60M). ZWS leads profitability with a 12.3% profit margin vs 1.7%. CECO appears more attractively valued with a PEG of 1.44. ZWS earns a higher WallStSmart Score of 62/100 (C+).
CECO
Hold40
out of 100
Grade: F
ZWS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CECO.
Margin of Safety
-8.8%
Fair Value
$47.36
Current Price
$51.55
$4.19 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
16.5% revenue growth
Earnings expanding 37.2% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 5.5% — below average capital efficiency
1.7% margin — thin
Premium valuation, high expectations priced in
Expensive relative to growth rate
Premium valuation, high expectations priced in
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CECO
The strongest argument for CECO centers on Debt/Equity, Revenue Growth. Revenue growth of 16.5% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : ZWS
The strongest argument for ZWS centers on EPS Growth. Revenue growth of 11.4% demonstrates continued momentum.
Bear Case : CECO
The primary concerns for CECO are Altman Z-Score, Return on Equity, Profit Margin. A P/E of 210.5x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.
Bear Case : ZWS
The primary concerns for ZWS are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CECO profiles as a growth stock while ZWS is a value play — different risk/reward profiles.
CECO carries more volatility with a beta of 1.47 — expect wider price swings.
CECO is growing revenue faster at 16.5% — sustainability is the question.
ZWS generates stronger free cash flow (43M), providing more financial flexibility.
Bottom Line
ZWS scores higher overall (62/100 vs 40/100) and 11.4% 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.
CECO Environmental Corp.
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
CECO Environmental Corporation. The company is headquartered in Dallas, Texas.
Visit Website →Zurn Elkay Water Solutions Corporation
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
Zurn Water Solutions Corporation designs, acquires, manufactures, and markets water system solutions that provide and improve water quality, safety, flow control, and conservation in and around non-residential buildings. The company is headquartered in Milwaukee, Wisconsin.
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