CECO vs IR
CECO Environmental Corp. vs Ingersoll Rand — AI-powered side-by-side comparison
CECO
CECO Environmental Corp.
52
Watch
VS
| Metric | CECO | IR |
|---|
| AI Score |
52
|
69
|
| Price |
$73.97
|
$85.02
|
| P/E Ratio |
-127.14×
|
34.70×
|
| ROE |
15.8%
|
5.8%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
32.7%
|
37.9%
|
| Debt / Equity |
0.37×
|
0.47×
|
| Dividend Yield |
0.0%
|
0.1%
|
| RSI (14) |
57.6
|
54.1
|
| Beta |
1.508
|
1.168
|
| Expected Upside |
—
|
+2.9%
|
AI Committee View
Current Innellis committee reasoning for CECO versus IR.
IR leads by 17 points.
IR scores 69/100 (Buy) versus CECO at 52/100 (Watch).
CECO Committee View
33% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Value Analyst remains cautious — p/e of 294.5 is expensive by classic value standards. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Revenue growing 32.1% YoY -- genuine top-line momentum — Growth
- MACD histogram positive -- bullish momentum — Technical
- VIX regime is low -- calm backdrop supports risk-taking — Macro
Bear Case
- P/E of 294.5 is expensive by classic value standards — Value
- Price-to-book of 6.7x prices in significant intangible value — Value
- ROE of only 4.4% -- cheap may mean cheap for a reason — Value
IR Committee View
83% agreement
6 analysts
The primary driver is vix regime is low -- calm backdrop supports risk-taking. The main limiting factor is p/e of 35.1 is moderate-to-rich. The committee is constructive but not yet at full conviction.
Bull Case
- EPS growing 91.1% YoY — Growth
- 3 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 35.1 is moderate-to-rich — Value