Columbus McKinnon Corporation

Columbus McKinnon Corporation

CMCOยทNASDAQ

$15.51

-2.0%
IndustrialsAgricultural - Machinery

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 Snapshot
Market Cap$445.75M
EPS-0.1800
P/E Ratio-86.17
Earnings Date06/03/2026

Intrinsic Alpha Methodology

Thesis Lenses

Signal ยท Driver ยท Risk

Signal

Medium confidence

Valuation 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 confidence

Return 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 confidence

Risk 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.

cmco

Columbus McKinnon Corporation Market vs Earnings Trajectory

CMCO ยท NASDAQ

Loading price and EPS data...

Columbus McKinnon Corporation

Columbus McKinnon Corporation Fair Value Envelope

CMCO ยท NASDAQ

Our analysis suggests that CMCO has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $15.51, this represents a potential HIDDEN relative to our calculated worth for Columbus McKinnon Corporation.

Intrinsic Value
Current Price: $15.51
3Y-117.0%
5Y-107.0%
10Y-118.0%
3Y+6.0%
5Y+19.0%
10Y+61.0%
3Y-117.0%
5Y-109.0%
10Y-126.0%
3Y-7.0%
5Y-57.0%
10Y-13.0%
3Y-32.0%
5Y-75.0%
10Y-20.0%
3Y+3.0%
5Y+59.0%
10Y+125.0%
Columbus McKinnon Corporation

Columbus McKinnon Corporation Profit Bridge

CMCO ยท NASDAQ
Revenue963.03M
Cost of Goods Sold (637.35M)
Gross Profit325.68M
Operating Expenses (271.11M)
Operating Income54.57M
Interest Expense (32.43M)
Other Income/Expense-60.08M
Pretax Income-5.50M
Income Tax (-367.00K)
Net Income-5.14M
Net Income
-5.14M

Profitability Analysis

Gross Margin

33.8%

Moderate margins typical of competitive industries. Monitor for pricing pressure or rising costs.

Operating Margin

5.7%

Acceptable margins but limited operational leverage. Operating expense control is important.

Net Profit Margin

-0.5%

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.

33.82%
Gross Profit Margin
-9%
3Y-3.0%
5Y-3.0%
10Y+8.0%
5.67%
Operating Profit Margin
-46%
3Y-30.0%
5Y-49.0%
10Y-17.0%
-0.53%
Net Profit Margin
-112%
3Y-116.0%
5Y-107.0%
10Y-116.0%
-0.58%
Return on Equity
-111%
3Y-115.0%
5Y-105.0%
10Y-109.0%
-0.30%
Return on Assets
-112%
3Y-117.0%
5Y-105.0%
10Y-112.0%
3.30%
Return on Invested Capital
-34%
3Y-14.0%
5Y-55.0%
10Y-10.0%
CMCO

Columbus McKinnon Corporation Cash Conversion Engine

CMCO ยท NASDAQ
Net Income-5.14M
Depreciation & Amortization48.19M
Stock-Based Compensation6.26M
Change in Working Capital-24.75M
Others41.32M
Capital Expenditures-21.41M
Free Cash Flow24.20M

Cash Flow Quality Analysis

FCF Conversion Rate

-471.0%

Negative free cash flow despite positive earnings raises concerns about cash generation ability or heavy capital requirements.

CapEx Intensity

46.9%

Capital-intensive operations require significant reinvestment. Monitor whether CapEx is maintenance or growth-oriented.

FCF Growth Trend

-42.9%

Significant FCF decline raises concerns. Urgent review needed of operational performance and capital allocation.

Working Capital Impact

-$24.75M

Significant working capital drain. Growth may be consuming cash through inventory buildup or receivables extensionโ€”monitor 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.

cmco

Columbus McKinnon Corporation Funding & Solvency Profile

CMCO ยท NASDAQ
Cash & Cash Equivalents35.48M
Net Receivables174.33M
Inventory222.38M
Other Current Assets49.73M
Total Current Assets482 M
Property, Plant & Equipment102.38M
Goodwill & Intangible Assets1.08B
Long-Term Investments21.69M
Other Non-Current Assets69.08M
Total Non-Current Assets193 M
Total Assets
1.76B

Financial Health Analysis

Current Ratio

1.83x

Strong liquidity. The company has adequate resources to meet short-term liabilities.

Debt-to-Equity Ratio

0.91x

Balanced capital structure with moderate leverage. Equity exceeds debt, suggesting healthy financial stability.

Working Capital

219 M

Strong working capital position provides significant operational flexibility and financial cushion.

Asset Composition

27% Current

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.

cmco

Columbus McKinnon Corporation Street Expectations Map

CMCO ยท NASDAQ

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.

Lowest Target
20.00
28.95%
Consensus Target
20.00
28.95%
Highest Target
20.00
28.95%

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

+28.9%

Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.

Analyst Agreement

0.0% spread

High analyst agreement. Narrow target range indicates strong consensus on valuation, suggesting clear investment thesis and predictable outlook.

Analyst Conviction

Very High

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.

cmco

Columbus McKinnon Corporation Insider Positioning

CMCO ยท NASDAQ

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

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

7.2K

159.89K

Net Activity

-160K

-$160K

6-9 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

9-12 Months

Bought

1.0K

15.03K

Sold

481

7.07K

Net Activity

+8K

+$8K

Top Buyers

1
YR

Yeung Rebecca

Director

1.0K sharesโ€ข1 transactions

$15K

Top Sellers

1
AJ

Adams Jon

Officer: President, Americas

5.7K sharesโ€ข3 transactions

$128K

2
PMR

Paradowski Mark R

Officer: Sr Vp Information Services&Cdo

1.5K sharesโ€ข1 transactions

$29K

3
KAS

Korman Alan S

Officer: Sr Vp, Gen'L Counsel & Sec

302 sharesโ€ข1 transactions

$6K

4
RGP

Rustowicz Gregory P

Officer: Executive Vp Finance, Cfo

242 sharesโ€ข1 transactions

$5K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $152K net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.09:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

4 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

0.41%
Dividend Yield
-17%
3Y+88.0%
5Y+160.0%
10Y+60.0%
ย 

cmco Dividend History

CMCO
10Y CAGR +6%
Latest $0.07
Annual $0.35
5 year growth trend
Last Period: +0%