CNH Industrial N.V. (CNH)vsNow Inc (DNOW)
CNH
CNH Industrial N.V.
$10.71
+6.25%
INDUSTRIALS · Cap: $12.51B
DNOW
Now Inc
$13.49
+2.98%
INDUSTRIALS · Cap: $2.36B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 542% more annual revenue ($18.09B vs $2.82B). CNH leads profitability with a 2.8% profit margin vs -3.2%. CNH earns a higher WallStSmart Score of 57/100 (C).
CNH
Buy57
out of 100
Grade: C
DNOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$23.36
Current Price
$10.71
$12.65 discount
Margin of Safety
+22.5%
Fair Value
$21.37
Current Price
$13.49
$7.88 discount
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 68.0% year-over-year
Earnings expanding 90.5% YoY
Conservative balance sheet, low leverage
Areas to Watch
Distress zone — elevated risk
ROE of 6.5% — below average capital efficiency
2.8% margin — thin
Operating margin of 1.9%
Distress zone — elevated risk
Operating margin of 1.1%
Weak financial health signals
ROE of -5.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.57 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 68.0% demonstrates continued momentum.
Bear Case : CNH
The primary concerns for CNH are Altman Z-Score, Return on Equity, Profit Margin. Thin 2.8% margins leave little buffer for downturns.
Bear Case : DNOW
The primary concerns for DNOW are Altman Z-Score, Operating Margin, Piotroski F-Score.
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 1.33 — expect wider price swings.
DNOW is growing revenue faster at 68.0% — sustainability is the question.
CNH generates stronger free cash flow (533M), providing more financial flexibility.
Bottom Line
CNH scores higher overall (57/100 vs 56/100). DNOW offers better value entry with a 22.5% margin of safety. 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.
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