Columbus McKinnon Corporation
$15.51
-2.0%Columbus McKinnon Corporation designs, manufactures, and markets intelligent motion solutions to ergonomically move, lift, position, and secure materials worldwide. The company offers electric, air-powered, lever, and hand hoists; hoist trolleys, explosion-protected and custom engineered hoists, and winches; crane systems, such as crane components and kits, enclosed track rail systems, mobile and jib cranes, and fall protection systems, as well as material handling solutions; rigging equipment comprising below-the-hook lifting devices, shackles, chains and chains accessories, forestry and hand tools, lifting slings, lashing systems, and tie-downs and load binders; rotary unions and swivel joints; and mechanical and electromechanical actuators. It also provides power and motion technology products, including AC motor controls and line regenerative systems, automation and diagnostics, brakes, cable and festoon systems, collision avoidance systems, conductor bar systems, DC motor and magnet control systems, elevator drives, inverter duty motors, mining drives, pendant pushbutton stations, radio controls, and wind inverters; power delivery subsystems; overhead aluminum light rail workstations; and low profile, flexible chain, large scale, sanitary, and vertical elevation conveyor systems, as well as pallet system conveyors and accumulation systems. The company serves market verticals, including general industries, transportation, energy and utilities, process industries, industrial automation, construction and infrastructure, food and beverage, entertainment, life sciences, consumer packaged goods, and e-commerce/supply chain/warehousing. It offers its products to end users directly, as well as through distributors, independent crane builders, material handling specialists and integrators, government agencies, original equipment manufacturers, and engineering procurement and construction firms. The company was founded in 1875 and is headquartered in Buffalo, New York.
At a Glance
Live SnapshotIntrinsic Alpha Methodology
Thesis Lenses
Signal
Medium confidenceValuation multiple is compressed (P/E -86.2).
Valuation inputs: P/E -86.2, earnings yield N/A, momentum -2.0%.
If multiples stay elevated while momentum fades, downside repricing risk rises.
Driver
High confidenceReturn profile is soft (ROE -0.6%, ROIC +3.3%).
Profitability stack: net margin -0.5%, ROE -0.6%, ROIC +3.3%.
Quality deterioration often appears in margins before it shows up in headline EPS.
Risk
High confidenceRisk profile is balanced but has notable pressure points to monitor.
Risk factors: liabilities/assets +49.3%, momentum -2.0%, net margin -0.5%.
Higher leverage with weak momentum and thin margins can amplify drawdown severity.
Columbus McKinnon Corporation Market vs Earnings Trajectory
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Columbus McKinnon Corporation Fair Value Envelope
Columbus McKinnon Corporation Profit Bridge
Profitability Analysis
Gross Margin
Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.
Operating Margin
Acceptable margins but limited operational leverage. Operating expense control is important.
Net Profit Margin
Net losses indicate the company is burning cash. Sustainability depends on path to profitability.
Profitability Insight
Margin squeeze alert: Healthy gross margins but weak operating margins suggest excessive operating expenses. Cost optimization could unlock significant value.
Columbus McKinnon Corporation Cash Conversion Engine
Cash Flow Quality Analysis
FCF Conversion Rate
Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.
CapEx Intensity
Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.
FCF Growth Trend
Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.
Working Capital Impact
Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extensionโmonitor closely.
Cash Flow Quality Insight
Deteriorating cash generation: Both declining FCF and weak conversion rate signal fundamental challenges. Investigate margin pressure, rising costs, or working capital issues.
Columbus McKinnon Corporation Funding & Solvency Profile
Financial Health Analysis
Current Ratio
Strong liquidity. The company has adequate resources to meet short-term liabilities.
Debt-to-Equity Ratio
Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.
Working Capital
Strong working capital position provides significant operational flexibility and financial cushion.
Asset Composition
Capital-intensive business with significant long-term investments in property, equipment, or intangibles.
Financial Health Insight
Strong financial foundation: Excellent liquidity combined with conservative leverage suggests the company is well-positioned to weather economic uncertainties and fund growth opportunities.
Columbus McKinnon Corporation Street Expectations Map
Wall Street analysts project that CMCO stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.
The consensus 1-year price target stands at 20.00, with estimates ranging from a low of 20.00 to a high of 20.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.
Analyst Conviction
Strong buy conviction: High upside with tight consensus suggests compelling investment opportunity backed by analyst confidence.
Market Sentiment Insight
Rare opportunity: Exceptional upside potential with strong analyst consensus creates a compelling setup. The combination of significant price target premium and tight agreement suggests high-conviction undervaluation that may attract institutional capital.
Columbus McKinnon Corporation Insider Positioning
During the last 12 months, insiders have purchased $15K and sold $167K worth of CMCO shares, resulting in $152K of net selling activity.
3 Months
0
0.00
0
0.00
+0
+$0
3-6 Months
0
0.00
7.2K
159.89K
-160K
-$160K
6-9 Months
0
0.00
0
0.00
+0
+$0
9-12 Months
1.0K
15.03K
481
7.07K
+8K
+$8K
Top Buyers
Yeung Rebecca
Director
$15K
Top Sellers
Adams Jon
Officer: President, Americas
$128K
Paradowski Mark R
Officer: Sr Vp Information Services&Cdo
$29K
Korman Alan S
Officer: Sr Vp, Gen'L Counsel & Sec
$6K
Rustowicz Gregory P
Officer: Executive Vp Finance, Cfo
$5K
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $152K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Insider Participation
4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
cmco Dividend History
Learning Layer
Related Guides
Build conviction on CMCO by pairing this stock hub with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.