CNH Industrial N.V. (CNH)vsNordson Corporation (NDSN)
CNH
CNH Industrial N.V.
$13.58
+0.59%
INDUSTRIALS · Cap: $23.16B
NDSN
Nordson Corporation
$314.47
+2.28%
INDUSTRIALS · Cap: $17.65B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 510% more annual revenue ($18.19B vs $2.98B). NDSN leads profitability with a 18.6% profit margin vs 1.7%. CNH appears more attractively valued with a PEG of 0.38. NDSN earns a higher WallStSmart Score of 65/100 (C+).
CNH
Hold49
out of 100
Grade: D+
NDSN
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CNH.
Margin of Safety
-79.8%
Fair Value
$163.73
Current Price
$314.47
$150.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 27.4%
Earnings expanding 23.0% YoY
Areas to Watch
2.0% revenue growth
Distress zone — elevated risk
ROE of 4.0% — below average capital efficiency
1.7% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.38 suggests the stock is reasonably priced for its growth.
Bull Case : NDSN
The strongest argument for NDSN centers on Operating Margin, EPS Growth. Profitability is solid with margins at 18.6% and operating margin at 27.4%. Revenue growth of 10.3% demonstrates continued momentum.
Bear Case : CNH
The primary concerns for CNH are Revenue Growth, Altman Z-Score, Return on Equity. A P/E of 57.6x leaves little room for execution misses. Debt-to-equity of 3.39 is elevated, increasing financial risk.
Bear Case : NDSN
The primary concerns for NDSN are PEG Ratio, P/E Ratio.
Key Dynamics to Monitor
CNH profiles as a value stock while NDSN is a mature play — different risk/reward profiles.
CNH carries more volatility with a beta of 1.24 — expect wider price swings.
NDSN is growing revenue faster at 10.3% — sustainability is the question.
NDSN generates stronger free cash flow (237M), providing more financial flexibility.
Bottom Line
NDSN scores higher overall (65/100 vs 49/100), backed by strong 18.6% margins and 10.3% revenue growth. 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.
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.
Nordson Corporation
INDUSTRIALS · SPECIALTY INDUSTRIAL MACHINERY · USA
Nordson Corporation designs, manufactures, and markets products and systems for dispensing, applying, and controlling adhesives, coatings, polymers, sealants, biomaterials, and other fluids globally. The company is headquartered in Westlake, Ohio.
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