WallStSmart

CNH Industrial N.V. (CNH)vsMueller Industries Inc (MLI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CNH Industrial N.V. generates 314% more annual revenue ($18.09B vs $4.37B). MLI leads profitability with a 19.4% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.61. MLI earns a higher WallStSmart Score of 71/100 (B).

CNH

Buy

51

out of 100

Grade: C-

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

MLI

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 9.0Value: 3.3Quality: 9.0
Piotroski: 5/9Altman Z: 8.10
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CNH.

MLISignificantly Overvalued (-84.0%)

Margin of Safety

-84.0%

Fair Value

$65.51

Current Price

$132.80

$67.29 premium

UndervaluedFair: $65.51Overvalued

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

MLI6 strengths · Avg: 9.2/10
EPS GrowthGrowth
55.4%10/10

Earnings expanding 55.4% YoY

Debt/EquityHealth
0.0010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
8.1010/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
25.4%9/10

Every $100 of equity generates 25 in profit

Operating MarginProfitability
23.0%8/10

Strong operational efficiency at 23.0%

Revenue GrowthGrowth
19.3%8/10

19.3% 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

MLI1 concerns · Avg: 2.0/10
PEG RatioValuation
3.412/10

Expensive relative to growth rate

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 : MLI

The strongest argument for MLI centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 19.4% and operating margin at 23.0%. Revenue growth of 19.3% 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 : MLI

The primary concerns for MLI are PEG Ratio.

Key Dynamics to Monitor

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

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

MLI is growing revenue faster at 19.3% — sustainability is the question.

MLI generates stronger free cash flow (63M), providing more financial flexibility.

Bottom Line

MLI scores higher overall (71/100 vs 51/100), backed by strong 19.4% margins and 19.3% 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.

Mueller Industries Inc

INDUSTRIALS · METAL FABRICATION · USA

Mueller Industries, Inc. manufactures and sells copper, brass, aluminum, and plastic products in the United States, United Kingdom, Canada, South Korea, the Middle East, China, and Mexico. The company is headquartered in Collierville, Tennessee.

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