Euro Tech Holdings Company Ltd (CLWT)vsEnergy Recovery Inc (ERII)
CLWT
Euro Tech Holdings Company Ltd
$1.23
+6.03%
INDUSTRIALS · Cap: $11.64M
ERII
Energy Recovery Inc
$8.01
-3.38%
INDUSTRIALS · Cap: $485.56M
Smart Verdict
WallStSmart Research — data-driven comparison
Energy Recovery Inc generates 930% more annual revenue ($136.63M vs $13.27M). ERII leads profitability with a 15.1% profit margin vs 1.2%. CLWT appears more attractively valued with a PEG of 0.57. ERII earns a higher WallStSmart Score of 57/100 (C).
CLWT
Hold43
out of 100
Grade: D
ERII
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-2.6%
Fair Value
$1.16
Current Price
$1.23
$0.07 premium
Margin of Safety
+3.4%
Fair Value
$15.98
Current Price
$8.01
$7.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Revenue surging 20.3% year-over-year
Earnings expanding 20.1% YoY
Areas to Watch
Smaller company, higher risk/reward
ROE of 5.7% — below average capital efficiency
1.2% margin — thin
Operating margin of 1.8%
Moderate valuation
Smaller company, higher risk/reward
Expensive relative to growth rate
Operating margin of -103.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : CLWT
The strongest argument for CLWT centers on Price/Book, Debt/Equity, Altman Z-Score. PEG of 0.57 suggests the stock is reasonably priced for its growth.
Bull Case : ERII
The strongest argument for ERII centers on Debt/Equity, Altman Z-Score, Price/Book. Profitability is solid with margins at 15.1% and operating margin at -103.3%. Revenue growth of 20.3% demonstrates continued momentum.
Bear Case : CLWT
The primary concerns for CLWT are Market Cap, Return on Equity, Profit Margin. A P/E of 78.5x leaves little room for execution misses. Thin 1.2% margins leave little buffer for downturns.
Bear Case : ERII
The primary concerns for ERII are P/E Ratio, Market Cap, PEG Ratio.
Key Dynamics to Monitor
CLWT profiles as a value stock while ERII is a growth play — different risk/reward profiles.
CLWT carries more volatility with a beta of 0.94 — expect wider price swings.
ERII is growing revenue faster at 20.3% — sustainability is the question.
ERII generates stronger free cash flow (20M), providing more financial flexibility.
Bottom Line
ERII scores higher overall (57/100 vs 43/100), backed by strong 15.1% margins and 20.3% 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.
Euro Tech Holdings Company Ltd
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
Euro Tech Holdings Company Limited distributes water treatment equipment, laboratory instruments, analyzers, test kits and related supplies, and power generation equipment to commercial customers and government agencies in Hong Kong and the People's Republic of China. The company is headquartered in Hong Kong, Hong Kong.
Energy Recovery Inc
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
Energy Recovery, Inc. designs, manufactures and sells various solutions for the industrial fluid flow markets worldwide. The company is headquartered in San Leandro, California.
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