- CNH Industrial is one of the world's largest producers of agriculture and construction machinery after the Iveco spin-off.
- While profitability is lagging, the company is in a terrific spot to use high FCF to boost shareholder returns after underperforming its peers and the market since 2014.
- The company enjoys a favorable market environment and it is able to deal with high input inflation.
- The stock is trading at an attractive price as the market is getting punished due to a shift in sentiment.
For further details see:
CNH Industrial Is Turning Things Around