CNH Industrial N.V. (CNH)vsNow Inc (DNOW)
CNH
CNH Industrial N.V.
$10.75
-0.92%
INDUSTRIALS · Cap: $13.32B
DNOW
Now Inc
$13.23
-2.00%
INDUSTRIALS · Cap: $2.56B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 432% more annual revenue ($18.09B vs $3.40B). CNH leads profitability with a 2.1% profit margin vs -4.5%. DNOW earns a higher WallStSmart Score of 55/100 (C).
CNH
Buy51
out of 100
Grade: C-
DNOW
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CNH.
Margin of Safety
-32.4%
Fair Value
$12.52
Current Price
$13.23
$0.71 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Reasonable price relative to book value
Revenue surging 97.5% year-over-year
Earnings expanding 90.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 5.0% — below average capital efficiency
2.1% margin — thin
Distress zone — elevated risk
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.61 suggests the stock is reasonably priced for its growth.
Bull Case : DNOW
The strongest argument for DNOW centers on Price/Book, Revenue Growth, EPS Growth. Revenue growth of 97.5% demonstrates continued momentum.
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.
Bear Case : DNOW
The primary concerns for DNOW are Altman Z-Score, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
CNH profiles as a value stock while DNOW is a hypergrowth play — different risk/reward profiles.
CNH carries more volatility with a beta of 1.23 — expect wider price swings.
DNOW is growing revenue faster at 97.5% — sustainability is the question.
CNH generates stronger free cash flow (-58M), providing more financial flexibility.
Bottom Line
DNOW scores higher overall (55/100 vs 51/100) and 97.5% 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.
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.
Now Inc
INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA
NOW Inc. distributes downstream power and industrial products for oil refining, chemical processing, LNG terminals, power generation services, and industrial manufacturing operations in the United States, Canada, and internationally. The company is headquartered in Houston, Texas.
Visit Website →Compare with Other FARM & HEAVY CONSTRUCTION MACHINERY Stocks
Want to dig deeper into these stocks?