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 net margin, ATKR reads -5.5% and CAE reads 8.8%; on return on equity, ATKR reads -12.8% and CAE reads 8.3%. The rest of the comparable metrics sit closer together. On valuation, today's ATKR price has a different growth bar priced in than CAE (+1.1% implied for ATKR vs +10.6% 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 | $94.84 | $23.74 |
| Market cap | $3.2B | $7.6B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Growth |
| Implied growth (priced in) | +1.1% | +10.6% |
| P/B | 2.53 | 2.07 |
| P/S | 1.10 | 2.19 |
| EV/EBITDA | 21.8 | 11.8 |
| Revenue growth | +1.7% | +12.2% |
| Gross margin | 22.2% | 27.6% |
| Operating margin | 8.1% | 15.5% |
| Net margin | -5.5% | 8.8% |
| Return on equity | -12.8% | 8.3% |
| Return on assets | -5.9% | 3.7% |
| Return on invested capital | 1.5% | 7.0% |
| FCF yield | 1.8% | 5.2% |
| Debt / equity | 0.60 | 0.70 |
| Current ratio | 2.73 | 0.80 |
| Altman Z (solvency) | 3.27 | 1.83 |
| Piotroski F (quality) | 3 / 9 | 6 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
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.