CECO
CECO Environmental Corp.Industrials · $4.1B market cap
Verdict
Share price
$73.66
close of Oct 3, 2026
Fair value
$44.61
Sticker Price
Payback Price
$17.85
buy price
CECO is Overpriced: at $73.66 it trades 65% above its fair value of $44.61. Its buy price (Payback Price) is $17.85, 76% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
0 of 5 clear the 10% bar. What are the Big Five?
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2 of the investors we track hold CECO. In Q2 2026, 1 added. Who we track
First Eagle Investment Management
First Eagle Investment Management · as of Q2 2026
$24.9M
274,322 shares
Polen Capital Management
Polen Capital Management · as of Q2 2026
$12.5M
137,977 shares
Moves in Q2 2026
Insider activity
Since Jun 24, 2026: no open-market purchases, 3 sales worth $9.5M and 3 other filings (stock awards, tax withholding and similar). Why purchases matter
Sales
DEZWIREK JASON
director · 2026-06-25
Sold
$3.3M
Johansson Peter K.
SVP, Chief Financial Officer · 2026-06-24
Sold
$2.9M
DEZWIREK JASON
director · 2026-06-24
Sold
$3.3M
Other filings
About CECO Environmental Corp.
CECO Environmental Corp. provides critical solutions in industrial air quality, industrial water treatment, and energy transition solutions in the United States, the United Kingdom, the Netherlands, China, and internationally. It operates through Engineered Systems and Industrial Process Solutions segments. The company offers emissions management, fluid bed cyclones, thermal acoustics, and separation and filtration…
Industrial - Pollution & Treatment Controls
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works