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GBX vs RCAT

GBX
The Greenbrier Companies, Inc.
NEUTRAL
Price
$49.29
Market Cap
$1.52B
Sector
Industrials
AI Confidence
85%
RCAT
Red Cat Holdings, Inc.
BEARISH
Price
$12.72
Market Cap
$1.54B
Sector
Industrials
AI Confidence
85%

Valuation

P/E Ratio
GBX
10.51
RCAT
--
Forward P/E
GBX
12.12
RCAT
-42.4
P/B Ratio
GBX
0.97
RCAT
6.21
P/S Ratio
GBX
0.53
RCAT
37.83
EV/EBITDA
GBX
8.89
RCAT
-21.63

Profitability

Gross Margin
GBX
16.16%
RCAT
3.13%
Operating Margin
GBX
2.06%
RCAT
-91.26%
Profit Margin
GBX
5.12%
RCAT
-176.96%
ROE
GBX
9.31%
RCAT
-48.71%
ROA
GBX
3.11%
RCAT
-25.28%

Growth

Revenue Growth
GBX
-22.9%
RCAT
--
Earnings Growth
GBX
-69.9%
RCAT
--

Financial Health

Debt/Equity
GBX
1.05
RCAT
0.07
Current Ratio
GBX
3.71
RCAT
15.29
Quick Ratio
GBX
1.93
RCAT
13.07

Dividends

Dividend Yield
GBX
2.76%
RCAT
--
Payout Ratio
GBX
27.29%
RCAT
0.0%

AI Verdict

GBX NEUTRAL

GBX presents a conflicted profile with a stable Piotroski F-Score of 4/9 and a defensive Graham Number of $73.05, suggesting significant asset-based value. However, this is heavily offset by a growth-based intrinsic value of $32.83 and alarming fundamental deterioration, including a 69.9% drop in YoY earnings. While the company maintains a strong liquidity position (Current Ratio 3.71) and trades below book value (P/B 0.97), the combination of negative revenue growth and bearish technicals suggests a value trap risk.

Strengths
Deep value valuation with P/B of 0.97 and P/S of 0.53
Strong short-term liquidity with a Current Ratio of 3.71
Sustainable dividend profile with a low payout ratio of 27.29%
Risks
Severe earnings contraction (-69.9% YoY)
Significant revenue decline (-22.9% YoY)
Bearish technical trend (0/100) and negative short-term price momentum
RCAT BEARISH

RCAT exhibits a weak deterministic health profile with a Piotroski F-Score of 3/9, indicating significant fundamental instability. While the company shows explosive Q/Q revenue growth (1609.38%) and maintains an exceptionally strong liquidity position (Current Ratio 15.29), these are offset by a catastrophic profit margin of -176.96% and a Price/Sales ratio of 37.83, which is extreme for the Industrials sector. The stock is currently priced as a high-growth speculative asset, but a consistent track record of missing earnings estimates over 17 quarters suggests a failure to execute on financial projections.

Strengths
Explosive Q/Q revenue growth of 1609.38%
Very low leverage with a Debt/Equity ratio of 0.07
Exceptional short-term liquidity (Current Ratio 15.29)
Risks
Extreme valuation with a Price/Sales ratio of 37.83
Deeply negative profitability (Profit Margin -176.96%)
Chronic history of earnings misses (only 1 beat in last 4 quarters)

Compare Another Pair

GBX vs RCAT: Head-to-Head Comparison

This page compares The Greenbrier Companies, Inc. (GBX) and Red Cat Holdings, Inc. (RCAT) 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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