Aspen Aerogels Inc (ASPN)vsMadison Air Solutions Corporation (MAIR)
ASPN
Aspen Aerogels Inc
$3.71
+2.77%
INDUSTRIALS · Cap: $289.89M
MAIR
Madison Air Solutions Corporation
$38.18
+6.06%
INDUSTRIALS · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 1132% more annual revenue ($3.34B vs $271.10M). MAIR leads profitability with a 2.9% profit margin vs -143.7%. MAIR earns a higher WallStSmart Score of 35/100 (F).
ASPN
Avoid32
out of 100
Grade: F
MAIR
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.2%
Fair Value
$8.02
Current Price
$3.71
$4.31 discount
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
No standout strengths identified
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -91.6% — below average capital efficiency
Revenue declined 66.4%
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ASPN
The strongest argument for ASPN centers on Price/Book.
Bull Case : MAIR
MAIR has a balanced fundamental profile.
Bear Case : ASPN
The primary concerns for ASPN are EPS Growth, Market Cap, Return on Equity.
Bear Case : MAIR
The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
ASPN profiles as a turnaround stock while MAIR is a value play — different risk/reward profiles.
MAIR is growing revenue faster at 0.0% — sustainability is the question.
MAIR generates stronger free cash flow (440M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MAIR scores higher overall (35/100 vs 32/100). ASPN offers better value entry with a 56.2% margin of safety. Both earn "Avoid" 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.
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