WallStSmart

CNH Industrial N.V. (CNH)vsKennametal Inc (KMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CNH Industrial N.V. generates 747% more annual revenue ($18.09B vs $2.14B). KMT leads profitability with a 6.4% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.61. KMT earns a higher WallStSmart Score of 72/100 (B).

CNH

Buy

51

out of 100

Grade: C-

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

KMT

Strong Buy

72

out of 100

Grade: B

Growth: 6.7Profit: 5.5Value: 4.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.58
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CNH.

KMTSignificantly Overvalued (-35.3%)

Margin of Safety

-35.3%

Fair Value

$29.75

Current Price

$32.63

$2.88 premium

UndervaluedFair: $29.75Overvalued

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

KMT3 strengths · Avg: 8.7/10
EPS GrowthGrowth
83.5%10/10

Earnings expanding 83.5% YoY

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
21.8%8/10

Revenue surging 21.8% year-over-year

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

KMT3 concerns · Avg: 2.7/10
Profit MarginProfitability
6.4%3/10

6.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-20.91M2/10

Negative free cash flow — burning cash

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 : KMT

The strongest argument for KMT centers on EPS Growth, Price/Book, Revenue Growth. Revenue growth of 21.8% demonstrates continued momentum. PEG of 1.25 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 : KMT

The primary concerns for KMT are Profit Margin, Piotroski F-Score, Free Cash Flow.

Key Dynamics to Monitor

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

KMT carries more volatility with a beta of 1.44 — expect wider price swings.

KMT is growing revenue faster at 21.8% — sustainability is the question.

KMT generates stronger free cash flow (-21M), providing more financial flexibility.

Bottom Line

KMT scores higher overall (72/100 vs 51/100) and 21.8% 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.

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.

Kennametal Inc

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Kennametal Inc. develops and applies tungsten carbides, ceramics and super hard materials and solutions for use in extreme wear and metal cutting applications to enable customers to work against corrosion and high temperature conditions around the world. The company is headquartered in Pittsburgh, Pennsylvania.

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