WallStSmart

CNH Industrial N.V. (CNH)vsHelios Technologies Inc (HLIO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CNH Industrial N.V. generates 1975% more annual revenue ($18.09B vs $871.90M). HLIO leads profitability with a 7.0% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.61. HLIO earns a higher WallStSmart Score of 63/100 (C+).

CNH

Buy

51

out of 100

Grade: C-

Growth: 2.0Profit: 4.0Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.89

HLIO

Buy

63

out of 100

Grade: C+

Growth: 6.7Profit: 5.0Value: 6.7Quality: 8.5
Piotroski: 7/9Altman Z: 2.41
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CNH.

HLIOUndervalued (+37.4%)

Margin of Safety

+37.4%

Fair Value

$118.05

Current Price

$81.27

$36.78 discount

UndervaluedFair: $118.05Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNH2 strengths · Avg: 8.0/10
PEG RatioValuation
0.618/10

Growing faster than its price suggests

Price/BookValuation
1.7x8/10

Reasonable price relative to book value

HLIO4 strengths · Avg: 8.8/10
EPS GrowthGrowth
169.1%10/10

Earnings expanding 169.1% YoY

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.8%8/10

16.8% revenue growth

Areas to Watch

CNH4 concerns · Avg: 3.5/10
P/E RatioValuation
33.6x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.894/10

Grey zone — moderate risk

Return on EquityProfitability
5.0%3/10

ROE of 5.0% — below average capital efficiency

Profit MarginProfitability
2.1%3/10

2.1% margin — thin

HLIO3 concerns · Avg: 2.7/10
Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

P/E RatioValuation
45.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull 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 : HLIO

The strongest argument for HLIO centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 16.8% demonstrates continued momentum. PEG of 1.03 suggests the stock is reasonably priced for its growth.

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 : HLIO

The primary concerns for HLIO are Return on Equity, Profit Margin, P/E Ratio. A P/E of 45.6x leaves little room for execution misses.

Key Dynamics to Monitor

CNH profiles as a value stock while HLIO is a growth play — different risk/reward profiles.

CNH carries more volatility with a beta of 1.23 — expect wider price swings.

HLIO is growing revenue faster at 16.8% — sustainability is the question.

HLIO generates stronger free cash flow (17M), providing more financial flexibility.

Bottom Line

HLIO scores higher overall (63/100 vs 51/100) and 16.8% 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.

Helios Technologies Inc

INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA

Helios Technologies, Inc. develops, manufactures and sells solutions for the electronics and hydraulics markets in the Americas, Europe, the Middle East, Africa and Asia Pacific. The company is headquartered in Sarasota, Florida.

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