Atkore Inc. vs NOVANTA INC, two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ATKR and NOVT diverge most: on revenue growth, ATKR reads -3.0% and NOVT reads +5.6%; on net margin, ATKR reads -4.2% and NOVT reads 5.3%. The rest of the comparable metrics sit closer together. What ATKR's price implies is a bet that sits within the historical range (whole-company basis). What NOVT's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ATKR | NOVT |
|---|---|---|
| Price | $72.95 | $142.64 |
| Market cap | $2.5B | $5.1B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Mature |
| Implied growth (priced in) | +0.9% | — |
| P/E | — | 102.6 |
| P/B | 1.93 | 3.87 |
| P/S | 0.86 | 5.05 |
| EV/EBITDA | 16.2 | 32.5 |
| Revenue growth | -3.0% | +5.6% |
| Gross margin | 18.6% | 44.1% |
| Operating margin | 1.4% | 10.7% |
| Net margin | -4.2% | 5.3% |
| Return on equity | -9.4% | 4.1% |
| Return on assets | -4.2% | 3.0% |
| Return on invested capital | 1.4% | 4.6% |
| FCF yield | 5.8% | 1.4% |
| Debt / equity | 0.60 | 0.18 |
| Current ratio | 2.64 | 3.56 |
| Altman Z (solvency) | 2.79 | 7.25 |
| Piotroski F (quality) | 4 / 9 | 8 / 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.