WallStSmart

Carpenter Technology Corporation (CRS)vsMayville Engineering Co Inc (MEC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carpenter Technology Corporation generates 439% more annual revenue ($2.94B vs $546.49M). CRS leads profitability with a 14.8% profit margin vs -1.5%. CRS earns a higher WallStSmart Score of 63/100 (C+).

CRS

Buy

63

out of 100

Grade: C+

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

MEC

Hold

38

out of 100

Grade: F

Growth: 6.0Profit: 2.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 2.34
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

Intrinsic value data unavailable for MEC.

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

MEC1 strengths · Avg: 8.0/10
Price/BookValuation
1.5x8/10

Reasonable price relative to book value

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

MEC4 concerns · Avg: 2.8/10
Market CapQuality
$338.10M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.023/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-3.3%2/10

ROE of -3.3% — below average capital efficiency

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 : MEC

The strongest argument for MEC centers on Price/Book. Revenue growth of 10.7% demonstrates continued momentum.

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 : MEC

The primary concerns for MEC are Market Cap, Debt/Equity, Piotroski F-Score.

Key Dynamics to Monitor

CRS profiles as a value stock while MEC is a turnaround play — different risk/reward profiles.

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

MEC is growing revenue faster at 10.7% — sustainability is the question.

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

Bottom Line

CRS scores higher overall (63/100 vs 38/100). Both earn "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.

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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Mayville Engineering Co Inc

INDUSTRIALS · METAL FABRICATION · USA

Mayville Engineering Company, Inc., is a contract manufacturer serving medium-duty and heavy commercial vehicles, construction and access equipment, motorsports, agriculture, military, and other end markets in the United States. The company is headquartered in Mayville, Wisconsin.

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