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CAE vs KEX

CAE
CAE Inc.
BEARISH
Price
$25.32
Market Cap
$8.15B
Sector
Industrials
AI Confidence
85%
KEX
Kirby Corporation
BULLISH
Price
$150.94
Market Cap
$8.09B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
CAE
29.44
KEX
23.88
Forward P/E
CAE
27.71
KEX
18.57
P/B Ratio
CAE
2.15
KEX
2.4
P/S Ratio
CAE
1.68
KEX
2.41
EV/EBITDA
CAE
11.23
KEX
11.83

Profitability

Gross Margin
CAE
28.39%
KEX
34.11%
Operating Margin
CAE
13.62%
KEX
15.75%
Profit Margin
CAE
7.73%
KEX
10.54%
ROE
CAE
7.72%
KEX
10.55%
ROA
CAE
3.74%
KEX
5.37%

Growth

Revenue Growth
CAE
2.3%
KEX
6.2%
Earnings Growth
CAE
-35.9%
KEX
128.1%

Financial Health

Debt/Equity
CAE
0.62
KEX
0.34
Current Ratio
CAE
0.91
KEX
1.53
Quick Ratio
CAE
0.65
KEX
0.88

Dividends

Dividend Yield
CAE
--
KEX
--
Payout Ratio
CAE
0.0%
KEX
0.0%

AI Verdict

CAE BEARISH

CAE presents a concerning valuation profile, trading at $25.32 despite a Graham Number of $15.09 and an Intrinsic Value of $6.02. While the Piotroski F-Score of 4/9 indicates stable health, this is offset by critical liquidity risks evidenced by a Current Ratio of 0.91 and a Quick Ratio of 0.65. The company is experiencing a severe earnings contraction of -35.9% YoY, which is fundamentally incompatible with its current P/E of 29.44. Technical trends are entirely bearish (0/100), suggesting a lack of market confidence despite optimistic analyst price targets.

Strengths
Manageable Debt/Equity ratio of 0.62
Healthy Operating Margin of 13.62%
Strong historical track record of beating EPS estimates
Risks
Severe earnings decline (-35.9% YoY)
Liquidity risk with Current Ratio below 1.0
Significant overvaluation relative to Graham and Intrinsic value models
KEX BULLISH

KEX exhibits exceptional financial health with a Piotroski F-Score of 8/9 and a very low Debt/Equity ratio of 0.34. While the stock trades at a significant premium to its Graham Number ($94.55), it remains below its growth-based Intrinsic Value ($186.44), reflecting a market that is pricing in explosive recent earnings growth (128% YoY). The company's consistent track record of EPS beats over 25 quarters provides high confidence in management's execution, although heavy insider selling by the CEO and CFO serves as a cautionary signal.

Strengths
Strong financial health indicated by a Piotroski F-Score of 8/9
Explosive earnings growth (128.10% YoY) and consistent EPS beats
Conservative leverage with a Debt/Equity ratio of 0.34
Risks
Bearish insider sentiment with significant selling by CEO, CFO, and President
High PEG ratio (2.63) suggesting the stock may be overvalued relative to its growth rate
Lack of dividend yield provides no floor for income-seeking investors

Compare Another Pair

CAE vs KEX: Head-to-Head Comparison

This page compares CAE Inc. (CAE) and Kirby Corporation (KEX) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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