Reading CODA? Track it free: the weekly brief, plus an alert if the thesis breaks. No credit card.
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NASDAQIndustrialsAerospace & DefenseSnapshot 2026-06-16
Recent financial performance is holding in the top half of its industry — the reason to own it looks intact.
Recent financial performance is strong, and management's recent track record has been steady. Earnings quality is neutral, and risk is elevated, while the sector backdrop is a headwind. Peer multiples imply a price about 43% above where it trades (it looks cheap on this basis); the read is cheap, quality intact. The outlook hinges on sector trends, particularly if bellwethers like SPCX, GE, and RTX continue to perform well. This read is provisional.
Daily closes. Earnings/event dots are placed inline.
A consensus fair price across 5 valuation methods, at three horizons. Current price $9.31. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
No-growth: today's peer multiple on trailing earnings. The headline read.
Embeds projected growth. Leans optimistic by design. Upside context.
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 $9.33 CODA trades at 22× p/e, below its 38× p/e peer median. Our $16 fair value sits above the price; medium confidence. Not investment advice.
One valuation read at a 12-month horizon, plus how price compares to peers and the company's own history.
The price implies about 43% below a flat-multiple fair value, below our forecast of about 17%. This describes what's priced in, not a forecast of the move.
No fragility gates fired.
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.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Industrials names rated strong grew net income 69% of the time over the next year (vs 58% for the rest of the cohort, n=3696).
Over the trailing year it converted 1.45x of net income into operating cash flow. Historically, Industrials names rated neutral grew net income 57% of the time over the next year (vs 60% for the rest of the cohort, n=4440).
Not enough signal yet.
Not enough signal to read sensitivity to the broad stock market, the US dollar, real (inflation-adjusted) rates, long-term interest rates, Fed net liquidity.
2 material management or governance events in the past 24 months, led by executive changes. Historically, Industrials names rated stable grew net income 60% of the time over the next year (vs 59% for the rest of the cohort, n=792).
The next print and the backdrop around it (sector regime and the AI cycle). Context for the path, not a forecast of returns.
EPS estimate $0.16 → $0.16 (+0.0% / 30d). 1 raised, 0 cut, 1 covering analysts.
0 upgrades, 0 downgrades / 30d. 50% of analysts rate Buy.
Market and fundamentals agree. Analysts are positioned bullishly on a fundamentally strong name.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
A guidance track record builds as the company issues and delivers on guidance.
What a normal day, a bad day, and the worst of the last year would mean for a $10,000 position.
On a typical day, $10k can swing ±$270.
How much price usually moves either way.
On a bad day, this stock has moved -$623.
A rough but not unusual down day (about the 95th percentile).
In the worst 12 months, $10k could have lost $4,445.
Deepest peak-to-trough drop in the last year.
Past results, not a forecast. Not investment advice.
The most important moves since the prior daily snapshot.
Confidence changed from 'medium' to 'high'.
As of June 16, 2026, confidence rose. The sector backdrop remained a headwind, while risk was elevated. Recent financial performance was strong, and management was stable. The valuation was described as cheap, with quality intact.
as of 2026-06-16
Specific, dated things to watch for, each with what would confirm it and what would prove it wrong.
Why it matters: The industrial sector is slowing. Any signs of growth could boost Coda Octopus's outlook.
Confirms:Sector revenue growth speeds up to over 5% each year.
Disproves:Sector revenue growth slows down to below 0% each year.
Recent news graded against this company's own objectives — whether it reinforces or challenges the thesis, and how confirmed it is.
No graded news catalysts for CODA yet.
Conditional scenarios: if X happens, the view would shift in this direction. These are not predictions.
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers. (a) On July 16, 2025, Anthony Tata resigned from the Board of Directors of Coda Octopus Group, Inc. (the “Company”). Mr. Tata’s resignation resulted from his confirmation by the U.S. Senate for the position of Undersecretary of Defense for Personnel and Readiness. There were no disagreements between the Company and Mr. Tata.
Whether the overall read has been drifting up or down lately, and how it's changed since last week.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Long-thesis check; widest uncertainty.
Looks cheaper than most peers in the same business.
Self-history needs ~20 months of data.
Trailing four: 2025-Q2, 2025-Q3, 2026-Q1, 2026-Q2
A side-by-side read on sector standing, valuation, and risk versus Aerospace & Defense.
| Stock | Sector standing | Valuation | Risk |
|---|---|---|---|
CODA Coda Octopus Group Inc | Above typical Show detailsSector percentile: 72 of 100 | inexpensive | elevated |
GE GE Aerospace | Typical Show detailsSector percentile: 66 of 100 | expensive | moderate |
RTX RTX Corporation | Above typical Show detailsSector percentile: 72 of 100 | fair | moderate |
BA Boeing | Below typical Show detailsSector percentile: 23 of 100 | expensive | moderate |
LMT Lockheed Martin | Typical Show detailsSector percentile: 62 of 100 | inexpensive | moderate |
Not investment advice. As of 2026-06-16.
via XLI
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive. Historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only: describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-06-16.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
No qualifying priorities for this snapshot. Check back after the next refresh.