Columbus McKinnon Corporation (CMCO)vsCNH Industrial N.V. (CNH)
CMCO
Columbus McKinnon Corporation
$15.18
+1.74%
INDUSTRIALS · Cap: $399.19M
CNH
CNH Industrial N.V.
$11.16
+3.91%
INDUSTRIALS · Cap: $13.33B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 1705% more annual revenue ($18.09B vs $1.00B). CNH leads profitability with a 2.8% profit margin vs 0.6%. CMCO appears more attractively valued with a PEG of 0.46. CMCO earns a higher WallStSmart Score of 67/100 (B-).
CMCO
Strong Buy67
out of 100
Grade: B-
CNH
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-136.7%
Fair Value
$9.83
Current Price
$15.18
$5.35 premium
Margin of Safety
-358.8%
Fair Value
$2.79
Current Price
$11.16
$8.37 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Earnings expanding 50.9% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Areas to Watch
Smaller company, higher risk/reward
ROE of 0.7% — below average capital efficiency
0.6% margin — thin
Premium valuation, high expectations priced in
Moderate valuation
Distress zone — elevated risk
ROE of 6.5% — below average capital efficiency
2.8% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : CMCO
The strongest argument for CMCO centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 10.5% demonstrates continued momentum. PEG of 0.46 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 0.59 suggests the stock is reasonably priced for its growth.
Bear Case : CMCO
The primary concerns for CMCO are Market Cap, Return on Equity, Profit Margin. A P/E of 66.1x leaves little room for execution misses. Thin 0.6% margins leave little buffer for downturns.
Bear Case : CNH
The primary concerns for CNH are P/E Ratio, Altman Z-Score, Return on Equity. Thin 2.8% margins leave little buffer for downturns.
Key Dynamics to Monitor
CNH carries more volatility with a beta of 1.32 — expect wider price swings.
CMCO is growing revenue faster at 10.5% — sustainability is the question.
CNH generates stronger free cash flow (533M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CMCO scores higher overall (67/100 vs 57/100) and 10.5% revenue growth. Both earn "Strong 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.
Columbus McKinnon Corporation
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
Columbus McKinnon Corporation designs, manufactures and markets intelligent motion solutions for ergonomically moving, lifting, positioning and securing materials globally. The company is headquartered in Buffalo, New York.
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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