WallStSmart

Carpenter Technology Corporation (CRS)vsInsteel Industries Inc (IIIN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carpenter Technology Corporation generates 334% more annual revenue ($2.94B vs $677.91M). CRS leads profitability with a 14.8% profit margin vs 7.0%. IIIN appears more attractively valued with a PEG of 0.84. IIIN earns a higher WallStSmart Score of 73/100 (B).

CRS

Buy

63

out of 100

Grade: C+

Growth: 7.3Profit: 7.5Value: 8.7Quality: 9.0
Piotroski: 4/9Altman Z: 3.16

IIIN

Strong Buy

73

out of 100

Grade: B

Growth: 5.3Profit: 6.0Value: 10.0Quality: 9.0
Piotroski: 5/9Altman Z: 5.53
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CRSUndervalued (+14.4%)

Margin of Safety

+14.4%

Fair Value

$431.96

Current Price

$406.64

$25.32 discount

UndervaluedFair: $431.96Overvalued
IIINUndervalued (+67.3%)

Margin of Safety

+67.3%

Fair Value

$113.72

Current Price

$33.88

$79.84 discount

UndervaluedFair: $113.72Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CRS4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.1610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
23.5%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
21.1%8/10

Strong operational efficiency at 21.1%

EPS GrowthGrowth
25.9%8/10

Earnings expanding 25.9% YoY

IIIN6 strengths · Avg: 8.7/10
Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.5310/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.848/10

Growing faster than its price suggests

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
23.3%8/10

Revenue surging 23.3% year-over-year

Areas to Watch

CRS3 concerns · Avg: 3.3/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

Price/BookValuation
10.2x4/10

Trading at 10.2x book value

P/E RatioValuation
43.3x2/10

Premium valuation, high expectations priced in

IIIN3 concerns · Avg: 2.7/10
Market CapQuality
$593.72M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Free Cash FlowQuality
$-2.19M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : CRS

The strongest argument for CRS centers on Altman Z-Score, Return on Equity, Operating Margin.

Bull Case : IIIN

The strongest argument for IIIN centers on Debt/Equity, Altman Z-Score, PEG Ratio. Revenue growth of 23.3% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.

Bear Case : CRS

The primary concerns for CRS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 43.3x leaves little room for execution misses.

Bear Case : IIIN

The primary concerns for IIIN are Market Cap, Profit Margin, Free Cash Flow.

Key Dynamics to Monitor

CRS profiles as a value stock while IIIN is a growth play — different risk/reward profiles.

CRS carries more volatility with a beta of 1.25 — expect wider price swings.

IIIN is growing revenue faster at 23.3% — sustainability is the question.

CRS generates stronger free cash flow (86M), providing more financial flexibility.

Bottom Line

IIIN scores higher overall (73/100 vs 63/100) and 23.3% 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.

Carpenter Technology Corporation

INDUSTRIALS · METAL FABRICATION · USA

Carpenter Technology Corporation manufactures, manufactures and distributes specialty metals worldwide. The company is headquartered in Philadelphia, Pennsylvania.

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Insteel Industries Inc

INDUSTRIALS · METAL FABRICATION · USA

Insteel Industries, Inc., manufactures and markets steel wire reinforcing products for concrete construction applications. The company is headquartered in Mount Airy, North Carolina.

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