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CNH
CNH Industrial·Farm & Heavy Construction Machinery·United Kingdom
CNH Industrial N.V., an equipment and services company, engages in the design, production, marketing, sale, and financing of agricultural and construction equipment in North America, Europe, the Middl...
1 Total1 External0 In-site
CNHCNH Industrial
2024-07-28🏭 IndustrialsLong
Externalby @ArmsGarrett · X/Twitter
Long $CNH at $10
$12.5B market cap co that will earn $1.45 this year—so, 6.5x earnings on below mid-cycle figure, or a 14x PE discount to S&P (all-time extreme) for an underlevered, oligopoly-type business that ran a 30% ROE last year. No brainer.