WallStSmart

Carrier Global Corp (CARR)vsSPX Corp (SPXC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 860% more annual revenue ($21.75B vs $2.27B). SPXC leads profitability with a 10.8% profit margin vs 6.8%. SPXC appears more attractively valued with a PEG of 1.32. SPXC earns a higher WallStSmart Score of 61/100 (C+).

CARR

Hold

45

out of 100

Grade: D

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

SPXC

Buy

61

out of 100

Grade: C+

Growth: 8.0Profit: 6.0Value: 8.7Quality: 8.0
Piotroski: 4/9Altman Z: 2.18
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARRSignificantly Overvalued (-483.8%)

Margin of Safety

-483.8%

Fair Value

$11.49

Current Price

$59.25

$47.76 premium

UndervaluedFair: $11.49Overvalued
SPXCUndervalued (+1.4%)

Margin of Safety

+1.4%

Fair Value

$236.81

Current Price

$201.27

$35.54 discount

UndervaluedFair: $236.81Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR0 strengths · Avg: 0/10

No standout strengths identified

SPXC3 strengths · Avg: 8.3/10
Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Revenue GrowthGrowth
19.4%8/10

19.4% revenue growth

EPS GrowthGrowth
27.1%8/10

Earnings expanding 27.1% YoY

Areas to Watch

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%

SPXC1 concerns · Avg: 4.0/10
P/E RatioValuation
39.7x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CARR

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

Bull Case : SPXC

The strongest argument for SPXC centers on Debt/Equity, Revenue Growth, EPS Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.

Bear Case : CARR

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

Bear Case : SPXC

The primary concerns for SPXC are P/E Ratio.

Key Dynamics to Monitor

CARR profiles as a value stock while SPXC is a growth play — different risk/reward profiles.

SPXC carries more volatility with a beta of 1.31 — expect wider price swings.

SPXC is growing revenue faster at 19.4% — sustainability is the question.

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

Bottom Line

SPXC scores higher overall (61/100 vs 45/100) and 19.4% revenue growth. 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.

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 →

SPX Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

SPX Corporation supplies infrastructure equipment for the heating, ventilation and cooling (HVAC), sensing and measurement, power transmission and generation, and industrial markets in the United States, China, South Africa, the United Kingdom, and internationally. The company is headquartered in Charlotte, North Carolina.

Visit Website →

Want to dig deeper into these stocks?