CNH Industrial N.V. (CNH)vsStandardAero, Inc. (SARO)
CNH
CNH Industrial N.V.
$10.32
-4.09%
INDUSTRIALS · Cap: $14.19B
SARO
StandardAero, Inc.
$28.73
-4.74%
INDUSTRIALS · Cap: $10.03B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 189% more annual revenue ($18.09B vs $6.25B). SARO leads profitability with a 4.7% profit margin vs 2.1%. CNH appears more attractively valued with a PEG of 0.62. SARO earns a higher WallStSmart Score of 62/100 (C+).
CNH
Buy51
out of 100
Grade: C-
SARO
Buy62
out of 100
Grade: C+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
Earnings expanding 26.3% YoY
Areas to Watch
Premium valuation, high expectations priced in
Grey zone — moderate risk
ROE of 5.0% — below average capital efficiency
2.1% margin — thin
Premium valuation, high expectations priced in
Distress zone — elevated risk
4.7% margin — thin
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.62 suggests the stock is reasonably priced for its growth.
Bull Case : SARO
The strongest argument for SARO centers on PEG Ratio, EPS Growth. Revenue growth of 13.3% demonstrates continued momentum. PEG of 0.85 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 : SARO
The primary concerns for SARO are P/E Ratio, Altman Z-Score, Profit Margin. Thin 4.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
SARO is growing revenue faster at 13.3% — sustainability is the question.
CNH generates stronger free cash flow (-58M), providing more financial flexibility.
Monitor FARM & HEAVY CONSTRUCTION MACHINERY industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SARO scores higher overall (62/100 vs 51/100) and 13.3% 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.
StandardAero, Inc.
INDUSTRIALS · AEROSPACE & DEFENSE · USA
StandardAero, Inc. provides aerospace engine aftermarket services for fixed and rotary wing aircraft in the United States, Canada, the United Kingdom, Rest of Europe, Asia, and internationally. The company is headquartered in Scottsdale, Arizona.
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