WallStSmart

BrightView Holdings (BV)vsUL Solutions Inc. (ULS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UL Solutions Inc. generates 14% more annual revenue ($3.11B vs $2.73B). ULS leads profitability with a 11.3% profit margin vs 1.7%. ULS appears more attractively valued with a PEG of 2.38. ULS earns a higher WallStSmart Score of 62/100 (C+).

BV

Buy

50

out of 100

Grade: C-

Growth: 4.7Profit: 4.0Value: 4.7Quality: 5.0

ULS

Buy

62

out of 100

Grade: C+

Growth: 7.3Profit: 8.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

BVUndervalued (+55.5%)

Margin of Safety

+55.5%

Fair Value

$31.45

Current Price

$12.97

$18.48 discount

UndervaluedFair: $31.45Overvalued
ULSUndervalued (+25.8%)

Margin of Safety

+25.8%

Fair Value

$97.80

Current Price

$100.44

$2.64 discount

UndervaluedFair: $97.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BV1 strengths · Avg: 10.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

ULS2 strengths · Avg: 9.0/10
Return on EquityProfitability
32.0%10/10

Every $100 of equity generates 32 in profit

EPS GrowthGrowth
36.4%8/10

Earnings expanding 36.4% YoY

Areas to Watch

BV4 concerns · Avg: 3.0/10
Market CapQuality
$1.21B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.6%3/10

ROE of 2.6% — below average capital efficiency

Profit MarginProfitability
1.7%3/10

1.7% margin — thin

Operating MarginProfitability
2.3%3/10

Operating margin of 2.3%

ULS3 concerns · Avg: 3.3/10
PEG RatioValuation
2.384/10

Expensive relative to growth rate

Price/BookValuation
15.1x4/10

Trading at 15.1x book value

P/E RatioValuation
57.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : BV

The strongest argument for BV centers on Price/Book.

Bull Case : ULS

The strongest argument for ULS centers on Return on Equity, EPS Growth.

Bear Case : BV

The primary concerns for BV are Market Cap, Return on Equity, Profit Margin. A P/E of 433.0x leaves little room for execution misses. Thin 1.7% margins leave little buffer for downturns.

Bear Case : ULS

The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.8x leaves little room for execution misses.

Key Dynamics to Monitor

BV carries more volatility with a beta of 1.20 — expect wider price swings.

ULS is growing revenue faster at 7.5% — sustainability is the question.

Monitor SPECIALTY BUSINESS SERVICES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ULS scores higher overall (62/100 vs 50/100). BV offers better value entry with a 55.5% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

BrightView Holdings

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

BrightView Holdings, Inc., provides commercial landscaping services in the United States. The company is headquartered in Blue Bell, Pennsylvania.

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UL Solutions Inc.

INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA

UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.

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