CECO Environmental Corp. (CECO)
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
$74.10-0.34%
Close 2026-09-04 · 1-day change
NASDAQIndustrialsIndustrial - Pollution & Treatment ControlsSnapshot 2026-09-04
QuarterlyIQ Insights · CECO
Price, fair value, and the multiples that frame it on the same time axis. Scroll over the price chart to zoom.
Daily closes. Earnings/event dots inline.
A consensus fair price across 8 valuation methods, at three horizons. As of 2026-09-04. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
We take the 12-month fair value above and grade our own number — how the market prices this name versus what we'd justify, and where the two diverge.
At $74 the market pays 63× p/e — above the 26× p/e peer median but in line with its own 85× history. That premium reflects a durable franchise our peer-anchored $76 fair value understates; treat the 'expensive vs peers' read with low confidence. Analysts target $110–$125. Note: our $76 fair value sits below the entire analyst range ($110–$125). Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
Score 100 = cheapest in the cohort, 0 = richest. Bars are filled left-to-right based on the peer-relative score (or PEG/self-history where shown).
Each method's implied share price per horizon. Provisional rows use a projected (historical-CAGR) growth input rather than analyst or management guidance.
| Method | Horizon | Est. price | Multiple | Per-share input | EPS source | Confidence |
|---|---|---|---|---|---|---|
| analyst target | 12M | $114.50 | — | — | Analyst | high |
| graham number | 12M | $35.57 | — | — | TTM | high |
| Peer EV/EBITDA | 12M | $15.23 | 15.6 | 0.91 | TTM | high |
| Peer P/E | 12M | $30.39 | 26.0 | 1.17 | TTM | high |
| Peer P/S | 12M |
A “consensus-then vs. actual-now” overlay is on the way — what our valuation estimate said on a past date versus where the price actually landed.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 25% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
$110.00 – $125.00 (median $114.50) · 4 analysts · as of 2026-08-13
Only weak execution quality — not the full expensive x weak x turbulent stack. Regime (Mania) does not concentrate fragility.
For similar setups historically (n=20,154): about 33% saw a 20%+ drawdown, and roughly 76% of those did not recover within the year. These are historical base rates for the cohort, not a forecast of this stock.
At today's price you pay about 852% over what the business is worth with no growth; closing that gap needs roughly 4.9 years of the forecast growth to come through. These describe the expectations embedded in the price, not a forecast of the move. Reverse-DCF base: $0.57/sh owner earnings.
Looks more expensive than peers.
Cheaper than its own typical valuation.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
| $65.72 |
| 3.2 |
| 20.85 |
| TTM |
| high |
| residual income | 12M | $34.60 | — | — | TTM | high |
| Own P/E history | 12M | $99.49 | 85.0 | 1.17 | TTM | high |
| triangulated | 12M | $33.63 | 26.0 | 1.29 | Triangulated | high |
| Peer P/E | 3Y | $103.54 | 26.0 | 3.99 | Hist. CAGR(prov.) | medium |
| Peer P/S | 3Y | $169.59 | 3.2 | 53.81 | guidance | medium |
| Own P/E history | 3Y | $338.98 | 85.0 | 3.99 | Hist. CAGR(prov.) | medium |
| Peer P/E | 5Y | $136.93 | 26.0 | 5.27 | Hist. CAGR(prov.) | high |
| Peer P/S | 5Y | $224.28 | 3.2 | 71.17 | guidance | high |
| Own P/E history | 5Y | $448.31 | 85.0 | 5.27 | Hist. CAGR(prov.) | high |