CAE INC. vs Spectrum Brands Holdings, Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CAE and SPB diverge most: on revenue growth, CAE reads +12.2% and SPB reads +1.0%; on operating margin, CAE reads 15.5% and SPB reads 2.1%. The rest of the comparable metrics sit closer together. What CAE's price implies is a bet that sits within the historical range (whole-company basis). What SPB'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 | CAE | SPB |
|---|---|---|
| Price | $23.74 | $77.33 |
| Market cap | $7.6B | $1.8B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Growth | Mature |
| Implied growth (priced in) | +10.6% | — |
| P/E | — | 24.3 |
| P/B | 2.07 | 0.97 |
| P/S | 2.19 | 0.62 |
| EV/EBITDA | 11.8 | 10.0 |
| Revenue growth | +12.2% | +1.0% |
| Gross margin | 27.6% | 49.2% |
| Operating margin | 15.5% | 2.1% |
| Net margin | 8.8% | 2.8% |
| Return on equity | 8.3% | 4.3% |
| Return on assets | 3.7% | 2.2% |
| Return on invested capital | 7.0% | 3.7% |
| FCF yield | 5.2% | 16.3% |
| Dividend yield | — | 2.4% |
| Debt / equity | 0.70 | 0.33 |
| Current ratio | 0.80 | 2.41 |
| Altman Z (solvency) | 1.83 | 2.62 |
| Piotroski F (quality) | 6 / 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.