CECO Environmental Corp. (CECO)vsZurn Elkay Water Solutions Corporation (ZWS)
CECO
CECO Environmental Corp.
$78.34
+3.91%
INDUSTRIALS · Cap: $4.42B
ZWS
Zurn Elkay Water Solutions Corporation
$46.18
+1.45%
INDUSTRIALS · Cap: $7.90B
Smart Verdict
WallStSmart Research — data-driven comparison
Zurn Elkay Water Solutions Corporation generates 98% more annual revenue ($1.79B vs $903.17M). ZWS leads profitability with a 15.4% profit margin vs -3.4%. CECO appears more attractively valued with a PEG of 1.44. ZWS earns a higher WallStSmart Score of 70/100 (B-).
CECO
Hold44
out of 100
Grade: D
ZWS
Strong Buy70
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CECO.
Margin of Safety
-5.6%
Fair Value
$48.83
Current Price
$46.18
$2.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 53.7% year-over-year
Reasonable price relative to book value
Strong operational efficiency at 31.4%
Earnings expanding 132.0% YoY
Areas to Watch
Grey zone — moderate risk
ROE of 5.5% — below average capital efficiency
Operating margin of 4.9%
Earnings declined 41.5%
Expensive relative to growth rate
Moderate valuation
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CECO
The strongest argument for CECO centers on Revenue Growth, Price/Book. Revenue growth of 53.7% demonstrates continued momentum. PEG of 1.44 suggests the stock is reasonably priced for its growth.
Bull Case : ZWS
The strongest argument for ZWS centers on Operating Margin, EPS Growth. Profitability is solid with margins at 15.4% and operating margin at 31.4%. Revenue growth of 10.5% demonstrates continued momentum.
Bear Case : CECO
The primary concerns for CECO are Altman Z-Score, Return on Equity, Operating Margin.
Bear Case : ZWS
The primary concerns for ZWS are PEG Ratio, P/E Ratio, Altman Z-Score.
Key Dynamics to Monitor
CECO profiles as a hypergrowth stock while ZWS is a mature play — different risk/reward profiles.
CECO carries more volatility with a beta of 1.51 — expect wider price swings.
CECO is growing revenue faster at 53.7% — sustainability is the question.
ZWS generates stronger free cash flow (156M), providing more financial flexibility.
Bottom Line
ZWS scores higher overall (70/100 vs 44/100), backed by strong 15.4% margins and 10.5% 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.
CECO Environmental Corp.
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
CECO Environmental Corporation. The company is headquartered in Dallas, Texas.
Visit Website →Zurn Elkay Water Solutions Corporation
INDUSTRIALS · POLLUTION & TREATMENT CONTROLS · USA
Zurn Water Solutions Corporation designs, acquires, manufactures, and markets water system solutions that provide and improve water quality, safety, flow control, and conservation in and around non-residential buildings. The company is headquartered in Milwaukee, Wisconsin.
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