WallStSmart

Carrier Global Corp (CARR)vsAdvanced Drainage Systems Inc (WMS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 627% more annual revenue ($21.75B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 6.8%. WMS appears more attractively valued with a PEG of 1.12. WMS earns a higher WallStSmart Score of 66/100 (B-).

CARR

Hold

45

out of 100

Grade: D

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

WMS

Strong Buy

66

out of 100

Grade: B-

Growth: 6.7Profit: 8.5Value: 8.7Quality: 8.5
Piotroski: 4/9Altman Z: 2.74
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARRSignificantly Overvalued (-483.8%)

Margin of Safety

-483.8%

Fair Value

$11.49

Current Price

$58.07

$46.58 premium

UndervaluedFair: $11.49Overvalued
WMSUndervalued (+3.4%)

Margin of Safety

+3.4%

Fair Value

$179.34

Current Price

$137.86

$41.48 discount

UndervaluedFair: $179.34Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR0 strengths · Avg: 0/10

No standout strengths identified

WMS3 strengths · Avg: 9.0/10
Revenue GrowthGrowth
40.0%10/10

Revenue surging 40.0% year-over-year

Return on EquityProfitability
27.6%9/10

Every $100 of equity generates 28 in profit

Operating MarginProfitability
21.0%8/10

Strong operational efficiency at 21.0%

Areas to Watch

CARR4 concerns · Avg: 3.5/10
P/E RatioValuation
34.4x4/10

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%

WMS0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : CARR

PEG of 1.41 suggests the stock is reasonably priced for its growth.

Bull Case : WMS

The strongest argument for WMS centers on Revenue Growth, Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. Revenue growth of 40.0% demonstrates continued momentum.

Bear Case : CARR

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

Bear Case : WMS

No major red flags identified for WMS, but monitor valuation.

Key Dynamics to Monitor

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

WMS carries more volatility with a beta of 1.30 — expect wider price swings.

WMS is growing revenue faster at 40.0% — sustainability is the question.

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

Bottom Line

WMS scores higher overall (66/100 vs 45/100), backed by strong 15.8% margins and 40.0% revenue growth. Both earn "Strong 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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Advanced Drainage Systems Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.

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