WallStSmart

Alta Equipment Group Inc (ALTG)vsWatsco Inc (WSO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Watsco Inc generates 301% more annual revenue ($7.28B vs $1.82B). WSO leads profitability with a 6.5% profit margin vs -4.4%. WSO earns a higher WallStSmart Score of 54/100 (C-).

ALTG

Hold

37

out of 100

Grade: F

Growth: 6.0Profit: 3.0Value: 6.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.20

WSO

Buy

54

out of 100

Grade: C-

Growth: 2.7Profit: 6.5Value: 5.7Quality: 8.5
Piotroski: 3/9Altman Z: 4.76
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALTGUndervalued (+49.3%)

Margin of Safety

+49.3%

Fair Value

$13.69

Current Price

$5.88

$7.81 discount

UndervaluedFair: $13.69Overvalued

Intrinsic value data unavailable for WSO.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALTG2 strengths · Avg: 9.0/10
Debt/EquityHealth
-19.1010/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
45.4%8/10

Earnings expanding 45.4% YoY

WSO2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
4.7610/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.189/10

Conservative balance sheet, low leverage

Areas to Watch

ALTG4 concerns · Avg: 2.5/10
Market CapQuality
$187.18M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
2.5%3/10

Operating margin of 2.5%

Return on EquityProfitability
-570.0%2/10

ROE of -570.0% — below average capital efficiency

Revenue GrowthGrowth
-1.2%2/10

Revenue declined 1.2%

WSO4 concerns · Avg: 3.5/10
P/E RatioValuation
27.1x4/10

Moderate valuation

Revenue GrowthGrowth
2.1%4/10

2.1% revenue growth

Profit MarginProfitability
6.5%3/10

6.5% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ALTG

The strongest argument for ALTG centers on Debt/Equity, EPS Growth.

Bull Case : WSO

The strongest argument for WSO centers on Altman Z-Score, Debt/Equity. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : ALTG

The primary concerns for ALTG are Market Cap, Operating Margin, Return on Equity.

Bear Case : WSO

The primary concerns for WSO are P/E Ratio, Revenue Growth, Profit Margin.

Key Dynamics to Monitor

ALTG profiles as a turnaround stock while WSO is a value play — different risk/reward profiles.

ALTG carries more volatility with a beta of 1.70 — expect wider price swings.

WSO is growing revenue faster at 2.1% — sustainability is the question.

ALTG generates stronger free cash flow (2M), providing more financial flexibility.

Bottom Line

WSO scores higher overall (54/100 vs 37/100). ALTG offers better value entry with a 49.3% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alta Equipment Group Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Alta Equipment Group Inc. owns and operates integrated equipment distribution platforms in the United States. The company is headquartered in Livonia, Michigan.

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Watsco Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Watsco, Inc. distributes air conditioning, heating and refrigeration equipment; and related parts and supplies in the United States, Canada, Mexico and Puerto Rico. The company is headquartered in Miami, Florida.

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