CNH Industrial vs Lindsay
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KIRA’s take AI analyst
I put CNH Industrial and Lindsay side by side, using each one’s latest annual report. Here is what stands out:
- CNH Industrial is the larger business, with $18.1B of revenue in fiscal 2025 against $636M for Lindsay, about 28 times as much.
- Lindsay grew revenue faster (−6.0%, against −8.8%).
- Lindsay earned a higher return on the capital invested in it (11.9%, against 4.6%).
Who comes out ahead
Of the 8 measures where higher (or lower) is clearly better, how many each company leads.
CNH Industrial
CNH
2/8
5-year growthGross margin
Lindsay
LNN
6/8
Revenue growthNet marginReturn on capitalReturn on equityNet debt / EBITDAShare count change
Side by side
Best in the row
| Latest fiscal year | CNH FY25 | LNN FY26 |
|---|---|---|
| Size | ||
| Market cap | $14.0B | $1.1B |
| Revenue | $18.1B | $636M |
| Free cash flow | — | $34.8M |
| Net income | $510M | $55.7M |
| Growth | ||
| Revenue growth | −8.8% | −6.0% |
| 5-year growth | 4.1% | 2.3% |
| Share count change | −0.7% | −4.4% |
| Profitability | ||
| Gross margin | 31.5% | 28.9% |
| Operating margin | — | 10.5% |
| Net margin | 2.8% | 8.8% |
| FCF margin | — | 5.5% |
| Return on capital | 4.6% | 11.9% |
| Return on equity | 6.6% | 10.7% |
| Balance sheet | ||
| Net debt | $24.2B | −$74.8M |
| Net debt / EBITDA | 9.6x | −0.8x |
| Dividends and buybacks | $333M | $96.1M |
| Valuation & quality | ||
| P/E | 45.0x | — |
| Piotroski F-score | — | 5 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.