Cintas Corporation (CTAS)vsGlobal Payments Inc (GPN)
CTAS
Cintas Corporation
$179.85
-0.06%
INDUSTRIALS · Cap: $69.92B
GPN
Global Payments Inc
$66.32
-2.20%
INDUSTRIALS · Cap: $18.52B
Smart Verdict
WallStSmart Research — data-driven comparison
Cintas Corporation generates 25% more annual revenue ($11.03B vs $8.86B). CTAS leads profitability with a 17.6% profit margin vs -8.0%. GPN appears more attractively valued with a PEG of 0.19. GPN earns a higher WallStSmart Score of 59/100 (C).
CTAS
Buy58
out of 100
Grade: C
GPN
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.5%
Fair Value
$144.61
Current Price
$179.85
$35.24 premium
Margin of Safety
+40.7%
Fair Value
$121.85
Current Price
$66.32
$55.53 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 40 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 23.2%
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 63.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 15.0x book value
Expensive relative to growth rate
ROE of -3.0% — below average capital efficiency
Earnings declined 59.2%
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : CTAS
The strongest argument for CTAS centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 17.6% and operating margin at 23.2%.
Bull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 63.1% demonstrates continued momentum. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : CTAS
The primary concerns for CTAS are P/E Ratio, Price/Book, PEG Ratio.
Bear Case : GPN
The primary concerns for GPN are Return on Equity, EPS Growth, Free Cash Flow.
Key Dynamics to Monitor
CTAS profiles as a mature stock while GPN is a hypergrowth play — different risk/reward profiles.
CTAS carries more volatility with a beta of 0.93 — expect wider price swings.
GPN is growing revenue faster at 63.1% — sustainability is the question.
CTAS generates stronger free cash flow (531M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (59/100 vs 58/100) and 63.1% revenue growth. 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.
Cintas Corporation
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Cintas Corporation is an American corporation headquartered in Cincinnati, Ohio, which provides a range of products and services to businesses including uniforms, mats, mops, cleaning and restroom supplies, first aid and safety products, fire extinguishers and testing, and safety courses.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
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