CNH Industrial N.V. (CNH)vsPlug Power Inc (PLUG)
CNH
CNH Industrial N.V.
$10.33
+1.03%
INDUSTRIALS · Cap: $13.00B
PLUG
Plug Power Inc
$3.32
+6.07%
INDUSTRIALS · Cap: $4.32B
Smart Verdict
WallStSmart Research — data-driven comparison
CNH Industrial N.V. generates 2449% more annual revenue ($18.09B vs $709.92M). CNH leads profitability with a 2.1% profit margin vs -229.8%. CNH appears more attractively valued with a PEG of 0.59. CNH earns a higher WallStSmart Score of 51/100 (C-).
CNH
Buy51
out of 100
Grade: C-
PLUG
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+45.2%
Fair Value
$23.35
Current Price
$10.32
$13.03 discount
Margin of Safety
-47.2%
Fair Value
$1.25
Current Price
$3.32
$2.07 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Growing faster than its price suggests
17.6% revenue growth
Areas to Watch
Premium valuation, high expectations priced in
Distress zone — elevated risk
ROE of 4.8% — below average capital efficiency
2.1% margin — thin
0.0% earnings growth
ROE of -120.5% — below average capital efficiency
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CNH
The strongest argument for CNH centers on PEG Ratio, Price/Book. PEG of 0.59 suggests the stock is reasonably priced for its growth.
Bull Case : PLUG
The strongest argument for PLUG centers on PEG Ratio, Revenue Growth. Revenue growth of 17.6% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bear Case : CNH
The primary concerns for CNH are P/E Ratio, Altman Z-Score, Return on Equity. Thin 2.1% margins leave little buffer for downturns.
Bear Case : PLUG
The primary concerns for PLUG are EPS Growth, Return on Equity, Free Cash Flow.
Key Dynamics to Monitor
CNH profiles as a value stock while PLUG is a growth play — different risk/reward profiles.
PLUG carries more volatility with a beta of 1.79 — expect wider price swings.
PLUG is growing revenue faster at 17.6% — sustainability is the question.
CNH generates stronger free cash flow (-58M), providing more financial flexibility.
Bottom Line
CNH scores higher overall (51/100 vs 39/100). 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.
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.
Plug Power Inc
INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA
Plug Power Inc. provides turnkey hydrogen fuel cell solutions for the stationary power and electric mobility markets in North America and Europe. The company is headquartered in Latham, New York.
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