WallStSmart

CNH Industrial N.V. (CNH)vsIES Holdings Inc (IESC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

CNH Industrial N.V. generates 418% more annual revenue ($18.09B vs $3.49B). IESC leads profitability with a 9.8% profit margin vs 2.8%. CNH trades at a lower P/E of 24.6x. IESC earns a higher WallStSmart Score of 58/100 (C).

CNH

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 4.0Value: 8.0Quality: 6.3
Piotroski: 3/9Altman Z: 1.54

IESC

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 8.0Value: 4.7Quality: 8.0
Piotroski: 5/9Altman Z: 4.73
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CNHUndervalued (+45.2%)

Margin of Safety

+45.2%

Fair Value

$23.36

Current Price

$10.08

$13.28 discount

UndervaluedFair: $23.36Overvalued

Intrinsic value data unavailable for IESC.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CNH2 strengths · Avg: 8.0/10
PEG RatioValuation
0.578/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

IESC5 strengths · Avg: 9.4/10
Return on EquityProfitability
41.7%10/10

Every $100 of equity generates 42 in profit

EPS GrowthGrowth
65.8%10/10

Earnings expanding 65.8% YoY

Altman Z-ScoreHealth
4.7310/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
16.2%8/10

16.2% revenue growth

Areas to Watch

CNH4 concerns · Avg: 3.3/10
Altman Z-ScoreHealth
1.544/10

Distress zone — elevated risk

Return on EquityProfitability
6.5%3/10

ROE of 6.5% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

IESC2 concerns · Avg: 4.0/10
P/E RatioValuation
34.0x4/10

Premium valuation, high expectations priced in

Price/BookValuation
11.9x4/10

Trading at 11.9x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : CNH

The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.57 suggests the stock is reasonably priced for its growth.

Bull Case : IESC

The strongest argument for IESC centers on Return on Equity, EPS Growth, Altman Z-Score. Revenue growth of 16.2% demonstrates continued momentum.

Bear Case : CNH

The primary concerns for CNH are Altman Z-Score, Return on Equity, Profit Margin. Thin 2.8% margins leave little buffer for downturns.

Bear Case : IESC

The primary concerns for IESC are P/E Ratio, Price/Book.

Key Dynamics to Monitor

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

IESC carries more volatility with a beta of 1.67 — expect wider price swings.

IESC is growing revenue faster at 16.2% — sustainability is the question.

CNH generates stronger free cash flow (533M), providing more financial flexibility.

Bottom Line

IESC scores higher overall (58/100 vs 57/100) and 16.2% revenue growth. CNH offers better value entry with a 45.2% margin of safety. 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.

IES Holdings Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

IES Holdings, Inc. designs and installs integrated electrical and technology systems and provides infrastructure products and services in the United States. The company is headquartered in Houston, Texas.

Visit Website →

Want to dig deeper into these stocks?