CVD Equipment Corp (CVV)
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-09-04
NASDAQIndustrialsIndustrial - MachinerySnapshot 2026-09-04
Research Workspace
Put CVV beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Industrial Machinery & Supplies & Components is in expansion. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
The reason to own it still holds.
View ThesisRevenue is contracting — down about 32% over the past year.
View GrowthMiddle-of-the-pack management execution.
View ManagementExpectations look high — what the market is pricing in runs ahead of what analysts forecast.
View ValuationThis stock is highly volatile — it swings about 4% on a typical day and fell roughly 41% in its worst 12-month stretch.
View RiskCVV's growth depends on its strategic divestiture of Stainless Design Concepts. Revenue fell 42.6% year over year, indicating weak financial performance. It trades at 2.3× price-to-sales, below the 2.9× peer median, suggesting the market prices in more growth than expected. The miss probability for the next quarter is 48%. If CVV cuts guidance, it could lead to a significant decline in stock value. Peer multiples imply a price about 34% below where it trades (it looks expensive on this basis). Our read remains intact.
Trailing returns as of 2026-09-04. CVV is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Continue this research
Compare CVV with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
Free account required to save the handoff. No credit card.
| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CVV Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 2 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.
A price-focused, side-by-side fair-value read versus Industrial Machinery & Supplies & Components — fair value, gap to price, and forward P/E.
Compare the value case
Put CVV next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Divestiture of Stainless Design Concepts
Divestiture aligns with growth strategy and strengthens financial position.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-09-04. EPS is implied from price ÷ P/E. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
TTM earnings are negative. P/E-based methods drop out and the estimate leans on sales- and cash-flow-based methods. A data condition, not a forward call.

Advances: Divestiture of Stainless Design Concepts
Debt-free focus aligns with growth objective post-SDC sale.

Advances: Divestiture of Stainless Design Concepts
Cost reduction plan and proceeds from SDC sale directly support objectives.