Commercial Vehicle Group (NASDAQ:CVGI) and Lydall (NYSE:LDL) are both small-cap auto/tires/trucks companies, but which is the superior business? We will contrast the two companies based on the strength of their valuation, earnings, profitability, analyst recommendations, risk, institutional ownership and dividends.
Earnings and Valuation
This table compares Commercial Vehicle Group and Lydall’s gross revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Commercial Vehicle Group||$755.23 million||0.26||-$1.70 million||$0.44||14.55|
|Lydall||$698.44 million||0.56||$49.31 million||$2.80||8.05|
Lydall has lower revenue, but higher earnings than Commercial Vehicle Group. Lydall is trading at a lower price-to-earnings ratio than Commercial Vehicle Group, indicating that it is currently the more affordable of the two stocks.
This is a breakdown of recent ratings and price targets for Commercial Vehicle Group and Lydall, as provided by MarketBeat.com.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
|Commercial Vehicle Group||0||0||1||0||3.00|
Commercial Vehicle Group currently has a consensus price target of $9.00, suggesting a potential upside of 40.63%. Lydall has a consensus price target of $29.00, suggesting a potential upside of 28.72%. Given Commercial Vehicle Group’s stronger consensus rating and higher probable upside, equities analysts plainly believe Commercial Vehicle Group is more favorable than Lydall.
Volatility & Risk
Commercial Vehicle Group has a beta of 2.08, meaning that its share price is 108% more volatile than the S&P 500. Comparatively, Lydall has a beta of 1.61, meaning that its share price is 61% more volatile than the S&P 500.
Insider and Institutional Ownership
78.5% of Commercial Vehicle Group shares are owned by institutional investors. Comparatively, 91.4% of Lydall shares are owned by institutional investors. 3.4% of Commercial Vehicle Group shares are owned by company insiders. Comparatively, 4.4% of Lydall shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
This table compares Commercial Vehicle Group and Lydall’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
|Commercial Vehicle Group||3.29%||40.39%||9.11%|
Commercial Vehicle Group beats Lydall on 8 of the 14 factors compared between the two stocks.
Commercial Vehicle Group Company Profile
Commercial Vehicle Group, Inc., together with its subsidiaries, designs, engineers, produces, and sells a range of cab related products and systems in North America, Europe, and the Asia Pacific regions. It operates through two segments, the Global Truck and Bus, and the Global Construction and Agriculture. The Global Truck and Bus segment provides seats and seating systems, such as mechanical and air suspension, static, bus, and military seats, as well as seats for medium-and heavy-duty trucks (MD/HD trucks); and aftermarket seats and components. It also offers trim systems and components for the interior cabs of commercial vehicles, including vinyl or cloth-covered appliqués, armrests, map pocket compartments, carpets, and sound-reducing insulations; instrument panels; headliners/wall panels; storage systems; floor covering systems; sleeper bunks; grab handles and armrests; privacy curtains; and plastics decorating and finishing products, as well as exterior components for commercial recreational and specialty vehicles. In addition, this segment provides cab structures, sleeper boxes, body panels, structural components, bumper fascias and fender liners; and mirrors, wipers, and controls. The Global Construction and Agriculture segment provides electronic wire harness assemblies that function as current carrying devices used to provide electrical interconnections for gauges, lights, control functions, power circuits, powertrain and transmission sensors, emissions systems, and other electronic applications on commercial vehicles; and panel assemblies and cabinets. The company supplies its products and systems for the commercial vehicle market comprising the MD/HD truck market; the medium-and heavy-construction vehicle market; and the military, bus, agriculture, specialty transportation, mining, industrial equipment, and off-road recreational markets. Commercial Vehicle Group, Inc. was founded in 2000 and is headquartered in New Albany, Ohio.
Lydall Company Profile
Lydall, Inc. designs, manufactures, and markets specialty engineered filtration media, industrial thermal insulating solutions, and automotive thermal and acoustical barriers for filtration/separation and thermal/acoustical applications worldwide. It operates through Performance Materials, Technical Nonwovens, and Thermal Acoustical Solutions segments. The Performance Materials segment offers filtration media solutions for air, fluid power, and industrial applications, such as clean-space, commercial, HVAC, power generation, and industrial processes. This segment also provides non-woven veils, papers, mats, and specialty composites for the building products, appliances, and energy and industrial markets; and life sciences filtration products for biopharmaceutical pre-filtration and clarification, diagnostic and analytical testing, respiratory protection, water filtration, and high purity process filtration. The Technical Nonwovens segment offers nonwoven rolled-good felt media and filter bags used primarily in industrial air and liquid filtration applications. The Thermal Acoustical Solutions segment provides engineered products for the transportation sector to thermally shield sensitive components from high heat, improve exhaust gas treatment, and lower harmful emissions, as well as assist in the reduction of powertrain and road noise. Its products are used in the tunnel, fuel tank, rear muffler, and spare tire applications, as well as outer dash, powertrain, catalytic converter, turbo charger, and manifolds of cars, trucks, SUVs, heavy duty trucks, and recreational vehicles. This segment also offers thermal and acoustical insulating solutions comprising organic and inorganic fiber composites for the automotive and truck markets. The company markets its products to original equipment manufacturers and tier-one suppliers through internal sales force and distribution network. Lydall, Inc. was founded in 1879 and is headquartered in Manchester, Connecticut.
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