CNH Industrial N.V. (CNH)vsNordson Corporation (NDSN)
CNH
CNH Industrial N.V.
$10.08
+0.40%
INDUSTRIALS · Cap: $12.51B
NDSN
Nordson Corporation
$280.34
-0.51%
INDUSTRIALS · Cap: $15.64B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 536% more annual revenue ($18.09B vs $2.85B). NDSN leads profitability with a 18.4% profit margin vs 2.8%. CNH appears more attractively valued with a PEG of 0.57. NDSN earns a higher WallStSmart Score of 65/100 (C+).
CNH
Buy57
out of 100
Grade: C
NDSN
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$23.36
Current Price
$10.08
$13.28 discount
Margin of Safety
-74.3%
Fair Value
$168.99
Current Price
$280.34
$111.35 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 25.0%
Earnings expanding 44.2% YoY
Areas to Watch
Distress zone — elevated risk
ROE of 6.5% — below average capital efficiency
2.8% margin — thin
Operating margin of 1.9%
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 0.57 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 18.4% and operating margin at 25.0%.
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 : 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 1.33 — expect wider price swings.
NDSN is growing revenue faster at 8.8% — sustainability is the question.
CNH generates stronger free cash flow (533M), providing more financial flexibility.
Bottom Line
NDSN scores higher overall (65/100 vs 57/100), backed by strong 18.4% margins. 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.
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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