COMPARE · Data as of August 21, 2026
ATS vs EROC
Verdict: Side-by-side breakdown using the Bull Rankings model. ATS scored 27.4, EROC scored 72.0 — EROC leads.
Compare another set
ATS
ATS Corporation
27.4
$19.74 · $1.9B
fundamentals as of
Score gap
44.6
EROC leads
EROC
ERock, Inc.
72
$14.13 · $3.9B
At a glance · who leads each dimension, on the model's own rules
- CheapestEROC50.5x
- Fastest growthEROC+42.5%
- Strongest balance sheetEROC0.12
- Highest qualityEROC58 / 100
- Largest discount to fair valueATS-34%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
ATS
stronger →← stronger
EROC
35
Qualityreturns · margins · balance sheet
58
14
Growthrevenue & earnings expansion
98
47
Valuevaluation vs sector peers
98
EROC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
ATS
EROC
$149mC
FCF
—
-16.5%F
Rev
+42.5%A
0.78B
D/E
0.12A
56.4xD
P/E
50.5xC
2.09C
PEG
0.22A
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
ATS
EROC
34% below
Price vs fair valuelower is cheaper
—
~4%/yr
Growth the price implies10-yr FCF · lower = less priced in
—
+16%
1-yr DCF upside
—
+52%
5-yr DCF upside
—
+123%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
ATS
Why this score
- Foreign reporter (CAD)
EROC
Why this score
- Short track record
The companies
ATSATS Corporation
Why now
Specialty Industrial Machinery · market cap $1.9b. Down 45% from 52-week high of $35.82 — deep drawdown territory. Revenue -16% — in contraction; any catalyst that reverses this triggers re-rating.
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
Trailing P/E 56.4x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Revenue contracting -16% — the operational turn is not yet visible in the top line. Currently unprofitable (margin -1.1%) — path to GAAP profitability is the core thesis risk.
EROCERock, Inc.
Why now
Specialty Industrial Machinery · market cap $3.9b. Down 32% from 52-week high of $20.70 — deep drawdown territory. Revenue growing +43% — in hypergrowth territory. PEG 0.22 — paying under fair value for the growth rate. 8 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $22.88 (implying +62% upside).
Moat
Moat signals from the quantitative card are modest — profitability and capital efficiency are middle-of-pack. The thesis here depends on softer factors (switching costs, brand, distribution, regulatory protection) not captured by the quality-growth screen.
Risk
Trailing P/E 50.5x prices in sustained high growth — any quarter that disappoints triggers sharp re-rating. Currently unprofitable (margin -66.7%) — path to GAAP profitability is the core thesis risk. Down 32% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where ATS and EROC diverge
On the headline score the gap is 44.6 points in favor of EROC. The widest single difference is Growth, where EROC leads by 84.2 points.
- GrowthATS 14.3 · EROC 98.5EROC +84.2
- ValueATS 47.4 · EROC 98.5EROC +51.1
- QualityATS 35.4 · EROC 58.0EROC +22.6
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.