WallStSmart

Carrier Global Corp (CARR)vsViking Holdings Ltd (VIK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 228% more annual revenue ($21.87B vs $6.66B). VIK leads profitability with a 18.0% profit margin vs 6.0%. VIK trades at a lower P/E of 35.3x. VIK earns a higher WallStSmart Score of 57/100 (C).

CARR

Hold

44

out of 100

Grade: D

Growth: 4.0Profit: 5.5Value: 3.3Quality: 5.0
Piotroski: 2/9Altman Z: 1.66

VIK

Buy

57

out of 100

Grade: C

Growth: 9.3Profit: 7.0Value: 4.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.40
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARRSignificantly Overvalued (-75.8%)

Margin of Safety

-75.8%

Fair Value

$40.47

Current Price

$68.54

$28.07 premium

UndervaluedFair: $40.47Overvalued

Intrinsic value data unavailable for VIK.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR1 strengths · Avg: 9.0/10
Market CapQuality
$59.08B9/10

Large-cap with strong market position

VIK3 strengths · Avg: 9.3/10
Return on EquityProfitability
112.4%10/10

Every $100 of equity generates 112 in profit

EPS GrowthGrowth
226.6%10/10

Earnings expanding 226.6% YoY

Revenue GrowthGrowth
17.5%8/10

17.5% revenue growth

Areas to Watch

CARR4 concerns · Avg: 3.8/10
PEG RatioValuation
1.714/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Altman Z-ScoreHealth
1.664/10

Distress zone — elevated risk

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

VIK4 concerns · Avg: 2.8/10
P/E RatioValuation
35.3x4/10

Premium valuation, high expectations priced in

Operating MarginProfitability
1.1%3/10

Operating margin of 1.1%

Price/BookValuation
38.6x2/10

Trading at 38.6x book value

Altman Z-ScoreHealth
0.402/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CARR

The strongest argument for CARR centers on Market Cap.

Bull Case : VIK

The strongest argument for VIK centers on Return on Equity, EPS Growth, Revenue Growth. Profitability is solid with margins at 18.0% and operating margin at 1.1%. Revenue growth of 17.5% demonstrates continued momentum.

Bear Case : CARR

The primary concerns for CARR are PEG Ratio, Revenue Growth, Altman Z-Score. A P/E of 47.4x leaves little room for execution misses.

Bear Case : VIK

The primary concerns for VIK are P/E Ratio, Operating Margin, Price/Book.

Key Dynamics to Monitor

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

VIK carries more volatility with a beta of 1.59 — expect wider price swings.

VIK is growing revenue faster at 17.5% — sustainability is the question.

VIK generates stronger free cash flow (152M), providing more financial flexibility.

Bottom Line

VIK scores higher overall (57/100 vs 44/100), backed by strong 18.0% margins and 17.5% 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.

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Viking Holdings Ltd

CONSUMER CYCLICAL · TRAVEL SERVICES · USA

Viking Holdings Ltd engages in the passenger shipping and other forms of passenger transport in North America, the United Kingdom, and internationally. The company is headquartered in Pembroke, Bermuda.

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