WallStSmart

Aspen Aerogels Inc (ASPN)vsCarrier Global Corp (CARR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 7922% more annual revenue ($21.75B vs $271.10M). CARR leads profitability with a 6.8% profit margin vs -143.7%. CARR earns a higher WallStSmart Score of 45/100 (D).

ASPN

Avoid

34

out of 100

Grade: F

Growth: 5.3Profit: 2.0Value: 5.0Quality: 5.0

CARR

Hold

45

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 7.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.62
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ASPN.

CARRSignificantly Overvalued (-483.8%)

Margin of Safety

-483.8%

Fair Value

$11.49

Current Price

$59.25

$47.76 premium

UndervaluedFair: $11.49Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ASPN1 strengths · Avg: 10.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

CARR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

ASPN4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$253.45M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-91.6%2/10

ROE of -91.6% — below average capital efficiency

Revenue GrowthGrowth
-66.4%2/10

Revenue declined 66.4%

CARR4 concerns · Avg: 3.5/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : ASPN

The strongest argument for ASPN centers on Price/Book.

Bull Case : CARR

PEG of 1.39 suggests the stock is reasonably priced for its growth.

Bear Case : ASPN

The primary concerns for ASPN are EPS Growth, Market Cap, Return on Equity.

Bear Case : CARR

The primary concerns for CARR are P/E Ratio, Altman Z-Score, Profit Margin.

Key Dynamics to Monitor

ASPN profiles as a turnaround stock while CARR is a value play — different risk/reward profiles.

ASPN carries more volatility with a beta of 3.04 — expect wider price swings.

CARR is growing revenue faster at -6.0% — sustainability is the question.

CARR generates stronger free cash flow (882M), providing more financial flexibility.

Bottom Line

CARR scores higher overall (45/100 vs 34/100). Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Aspen Aerogels Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Aspen Aerogels, Inc. designs, develops, manufactures, and sells airgel insulation products primarily for use in the energy infrastructure and building materials markets in the United States, Asia, Canada, Europe, and Latin America. The company is headquartered in Northborough, Massachusetts.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

Visit Website →

Want to dig deeper into these stocks?