Aspen Aerogels Inc (ASPN)vsMadison Air Solutions Corporation (MAIR)
ASPN
Aspen Aerogels Inc
$5.64
-9.47%
INDUSTRIALS · Cap: $488.98M
MAIR
Madison Air Solutions Corporation
$40.14
-7.51%
INDUSTRIALS · Cap: $19.56B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 1452% more annual revenue ($3.57B vs $230.26M). MAIR leads profitability with a 2.6% profit margin vs -48.6%. MAIR earns a higher WallStSmart Score of 44/100 (D).
ASPN
Avoid28
out of 100
Grade: F
MAIR
Hold44
out of 100
Grade: D
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Every $100 of equity generates 277 in profit
Revenue surging 33.8% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -52.5% — below average capital efficiency
Revenue declined 51.9%
0.0% earnings growth
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ASPN
The strongest argument for ASPN centers on Altman Z-Score, Price/Book.
Bull Case : MAIR
The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.
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 EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 111.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
ASPN profiles as a turnaround stock while MAIR is a hypergrowth play — different risk/reward profiles.
MAIR is growing revenue faster at 33.8% — sustainability is the question.
MAIR generates stronger free cash flow (50M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MAIR scores higher overall (44/100 vs 28/100) and 33.8% revenue growth. 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.
Madison Air Solutions Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Madison Air Solutions Corporation (MAIR) is a leading provider of innovative air handling and ventilation systems tailored for both residential and commercial applications. The company focuses on delivering high-efficiency air quality solutions that are designed to reduce energy consumption while enhancing indoor environmental quality. With a commitment to sustainability and cutting-edge technology, Madison Air continues to expand its market presence, driven by a strong pipeline of innovative products and strategic partnerships. As the demand for energy-efficient and environmentally-friendly solutions grows, MAIR is well-positioned to capitalize on emerging market opportunities in the HVAC industry.
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