WallStSmart

CNH Industrial N.V. (CNH)vsPROG Holdings Inc (PRG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CNH Industrial N.V. generates 595% more annual revenue ($18.19B vs $2.61B). PRG leads profitability with a 5.6% profit margin vs 1.7%. CNH appears more attractively valued with a PEG of 0.38. PRG earns a higher WallStSmart Score of 69/100 (B-).

CNH

Hold

49

out of 100

Grade: D+

Growth: 2.7Profit: 4.5Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 1.56

PRG

Strong Buy

69

out of 100

Grade: B-

Growth: 4.0Profit: 7.5Value: 6.7Quality: 7.5
Piotroski: 4/9Altman Z: 4.57
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CNH.

PRGOvervalued (-9.8%)

Margin of Safety

-9.8%

Fair Value

$30.79

Current Price

$36.96

$6.17 premium

UndervaluedFair: $30.79Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNH2 strengths · Avg: 9.0/10
PEG RatioValuation
0.3810/10

Growing faster than its price suggests

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

PRG5 strengths · Avg: 8.4/10
Altman Z-ScoreHealth
4.5710/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.938/10

Growing faster than its price suggests

P/E RatioValuation
12.3x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
22.3%8/10

Revenue surging 22.3% year-over-year

Areas to Watch

CNH4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
2.0%4/10

2.0% revenue growth

Altman Z-ScoreHealth
1.564/10

Distress zone — elevated risk

Return on EquityProfitability
4.0%3/10

ROE of 4.0% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

PRG4 concerns · Avg: 2.8/10
Market CapQuality
$1.52B3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.6%3/10

5.6% margin — thin

Debt/EquityHealth
1.103/10

Elevated debt levels

EPS GrowthGrowth
-4.2%2/10

Earnings declined 4.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : CNH

The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.38 suggests the stock is reasonably priced for its growth.

Bull Case : PRG

The strongest argument for PRG centers on Altman Z-Score, PEG Ratio, P/E Ratio. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.93 suggests the stock is reasonably priced for its growth.

Bear Case : CNH

The primary concerns for CNH are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 57.6x leaves little room for execution misses. Debt-to-equity of 3.39 is elevated, increasing financial risk.

Bear Case : PRG

The primary concerns for PRG are Market Cap, Profit Margin, Debt/Equity.

Key Dynamics to Monitor

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

PRG carries more volatility with a beta of 1.77 — expect wider price swings.

PRG is growing revenue faster at 22.3% — sustainability is the question.

PRG generates stronger free cash flow (-45M), providing more financial flexibility.

Bottom Line

PRG scores higher overall (69/100 vs 49/100) and 22.3% revenue growth. Both earn "Strong Buy" and "Hold" 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.

PROG Holdings Inc

INDUSTRIALS · RENTAL & LEASING SERVICES · USA

PROG Holdings, Inc. is an omnichannel provider of leasing and purchasing solutions for underserved and credit-distressed customers. The company is headquartered in Draper, Utah.

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