Atkore Inc. vs CAE INC., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ATKR and CAE diverge most: on revenue growth, ATKR reads -3.0% and CAE reads +12.2%; on net margin, ATKR reads -4.2% and CAE reads 8.8%. The rest of the comparable metrics sit closer together. On valuation, today's ATKR price has a different growth bar priced in than CAE (+0.9% implied for ATKR vs +10.2% for CAE); the higher figure is the steeper assumption to clear, not a better or worse stock. What ATKR's price implies is a bet that sits within the historical range (whole-company basis). What CAE's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ATKR | CAE |
|---|---|---|
| Price | $72.95 | $25.81 |
| Market cap | $2.5B | $8.2B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +0.9% | +10.2% |
| P/B | 1.93 | 2.25 |
| P/S | 0.86 | 2.38 |
| EV/EBITDA | 16.2 | 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 | 5.8% | 4.8% |
| Debt / equity | 0.60 | 0.00 |
| Current ratio | 2.64 | 0.80 |
| Altman Z (solvency) | 2.79 | 1.92 |
| 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.