CNH Industrial: Solid Long-Term Prospects And Cheap Valuation

Jul. 27, 2022 2:06 AM ETCNH Industrial N.V. (CNHI)4 Comments
GS Analytics profile picture
GS Analytics


  • Q2 results should benefit from a healthy order book, pricing actions, and improved productivity at facilities.
  • However, weakening grain prices should start showing impact later this year.
  • Longer-term outlook is good, with the company investing in inorganic and organic growth to improve its sales and margins in the long term.
  • Valuation is cheap.
silhouette form of bull on technical financial graph


Investment Thesis

CNH Industrial’s (NYSE:CNHI) Q2 results should benefit from a healthy order book, pricing actions, improved productivity at facilities, and strong end markets. However, the second half of this year doesn’t look that good with headwinds in the form of uncertainty in the

This article was written by

GS Analytics profile picture
We primarily focus on GARP (Growth at reasonable Price) opportunities in industrial, consumer, and technology sectors. Please click the "Follow" button to receive our latest research. If you have any questions, feel free to reach out to us through the comments section of our articles or SA messaging functionality.

Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Recommended For You

Comments (4)

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.
Is this happening to you frequently? Please report it on our feedback forum.
If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh.