Outperformance and 10 Changes for the Model Shadow Stock Portfolio
The model portfolio’s quarterly review results in five deletions and five additions.
John Bajkowski
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COMPANY SUMMARY
Columbus McKinnon Corporation designs, manufactures, and markets motion solutions for moving, lifting, positioning, and securing materials. It offers powered chain hoists, electric wire rope hoists, hand-operated hoists, winches, lever tools, and air-powered hoists, as well as explosion-protected and custom engineered hoists, such as wire rope and manual hoists; precision conveyer products which includes low profile, flexible chain, large scale, sanitary, and vertical elevation conveyor systems, as well as pallet system conveyors and accumulation systems; and power control and delivery systems and solutions. The company also provides AC and DC digital motion control systems for underground coal mining equipment; alloy and carbon steel chain; load chain; hooks, shackles, Hammerloks, and master links; and carbon steel forged and stamped products, such as load binders, logging tools, and other securing devices. In addition, it designs and manufactures industrial components comprising mechanical and electromechanical actuators and rotary unions; manufactures and markets aluminum light rail workstations; and crane components and kits. Further, the company designs, builds, sells, and supports elevator application-specific drive products; and engineered and technology-enabled products. It serves EV production and aerospace, energy and utilities, process industries, industrial automation, construction and infrastructure, food and beverage, entertainment, life sciences, consumer packaged goods, e-commerce, supply chain, and warehousing markets. The company offers its products to end users; industrial distributors, including rigging shops and independent crane builders; material handling specialists and integrators, and entertainment equipment distributors; service-after-sale distributors; original equipment manufacturers; government agencies; and engineering procurement and construction firms. The company was founded in 1875 and is headquartered in Charlotte, North Carolina.
Commentary & Analysis
Why Columbus McKinnon Corporation’s (CMCO) Stock Is Up 6.66%
As of Tuesday, June 09, Columbus McKinnon Corporation’s CMCO share price has surged by 6.66%, which has investors questioning if this is right time to sell.Rosalio Madrigal
Why Columbus McKinnon Corporation’s (CMCO) Stock Is Down 8.50%
As of Thursday, June 04, Columbus McKinnon Corporation’s CMCO share price has dipped by 8.50%, which has investors questioning if this is right time to buy.Jenna Brashear
Why Columbus McKinnon Corporation’s (CMCO) Stock Is Down 15.22%
As of Thursday, June 04, Columbus McKinnon Corporation’s CMCO share price has dipped by 15.22%, which has investors questioning if this is right time to buy.Omar Beirat
What You Need to Know About Columbus McKinnon Corporation's Q1 Earnings
Columbus McKinnon Corporation's fiscal Q1 earnings report was released on Thursday, June 04. Let's dive in to see if (CMCO) missed or beat analyst's expectations.Tudor Pop
Financial Summary
| Share Statistics | CMCO | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $577.1 | $4,160.1 | 38% |
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| Shares Out (Mil) | 28.8 | 45.1 | 37% |
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| Institutional Ownership | 97.8% | 68.9% | 76% |
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| Float (Mil) | 27.7 | 57.0 | 35% |
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| Beta | 1.37 | 1.11 | 79% |
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| Avg Daily Volume (000s) | 1,106 | 217 | 71% |
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| Price Change (52-week) |
44.6% | 82.0% | 75% |
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| Growth | CMCO | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 12.9% | 5.6% | 68% |
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| Net Income (5yr) | (93.6%) | 9.6% | 2% |
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| EPS (5yr) | (84.7%) | 11.5% | 1 |
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| Dividends (5yr) | 3.1% | 1.3% | 63% |
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| Cash Flow (5yr) | (16.4%) | (16.4%) | 44% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 4 | 4 | 4 | |
| Current EPS | $0.380 | $2.013 | $2.643 | |
| Month Ago EPS | $0.434 | $1.762 | $2.507 | |
| # Rev Up | 0 | 0 | 1 | |
| # Rev Down | 0 | 1 | 1 | |
| Three Months Ago EPS | $0.500 | $1.794 | $2.534 | |
| Year/Year Chg | (118.5%) | (127.2%) | na | |
| Financials | CMCO | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $1,489 | $2,162 | 56% |
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| Net Income (TTM) (Mil) | ($316) | $144 | 4% |
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| EPS (TTM) | ($9.375) | $1.300 | 5% |
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| Operating Cash Flow (TTM) (Mil) | ($102) | $236 | 6% |
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| Net Cash Flow (TTM) (Mil) | $70 | $3 | 74% |
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| Long-Term Debt (Q1) (Mil) | $2,290 | $366 | 76% |
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| Enterprise Value (Q1) (Mil) | $3,782 | $3,772 | 59% |
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| Valuation | CMCO | Industry Median |
Percentile (All Stocks) |
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| P/B | 1.02 | 2.65 | 23% |
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| P/E | na | 30.2 | na |
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| Dividend Yield | 1.4% | 0.3% | 71% |
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| PEG (5yr hist) | na | 1.6 | na |
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| Ratios | CMCO | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 35.1% | 31.8% | 42% |
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| Net Margin | (21.2%) | 6.5% | 16% |
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| ROA | (9.8%) | 4.5% | 26% |
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| ROE | (42.9%) | 9.6% | 17% |
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| Liabilities to Assets | 70.8% | 50.9% | 66% |
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| F-Score | 3 | 5 | na |
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Passing Stock Screens
As of 8/7/2026, from a list of 60 stock screening strategies,
GURU STRATEGY
Kirkpatrick Value Screen
Factors: Value, Momentum, Growth
Investing model outlined in Charles Kirkpatrick's book, Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell.
| Performance Since Inception: | 1.2% |
| +/- S&P 500: | -6.3 |
GURU STRATEGY
O'Shaughnessy: All Cap Screen
Factors: Yield, Value, Momentum
Growth-at-a-reasonable-price screen created by James O'Shaughnessy.
| Performance Since Inception: | 10.0% |
| +/- S&P 500: | +2.5 |
