Atkore Inc. vs CAE INC., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Atkore makes electrical conduit and cable, a business whose pricing spiked and then normalized, and this cycle it is losing money after that reset. CAE builds flight simulators and trains pilots, a longer-lived franchise earning 8.34% on equity at an 8.81% net margin. CAE runs with no net debt and converts 4.88% of its price into free cash flow, while Atkore, even mid-downturn, still throws off 5.48%. The market pays 2.22 times book for CAE against 2.06 for Atkore, roughly even on assets despite very different fortunes. CAE at $8.1B is three times Atkore at $2.6B, and the steadier of the two right now.
Comparison updated 2026-07-11.
| Metric | ATKR | CAE |
|---|---|---|
| Price | $72.35 | $25.64 |
| Market cap | $2.5B | $8.2B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | -3.2% | +13.5% |
| P/B | 1.92 | 2.24 |
| P/S | 0.85 | 2.36 |
| EV/EBITDA | 16.1 | 9.5 |
| Revenue growth | -3.0% | +12.2% |
| Gross margin | 18.6% | 27.6% |
| Operating margin | 1.4% | 15.5% |
| Net margin | -4.2% | 8.8% |
| Return on equity | -9.4% | 8.3% |
| Return on assets | -4.2% | 3.7% |
| Return on invested capital | 1.4% | 11.8% |
| FCF yield | 5.9% | 4.9% |
| Debt / equity | 0.60 | 0.00 |
| Current ratio | 2.64 | 0.80 |
| Altman Z (solvency) | 2.78 | 1.91 |
| Piotroski F (quality) | 4 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.