WallStSmart

Fastenal Company (FAST)vsXometry Inc (XMTR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Fastenal Company generates 1094% more annual revenue ($8.20B vs $686.63M). FAST leads profitability with a 15.3% profit margin vs -9.0%. FAST earns a higher WallStSmart Score of 58/100 (C).

FAST

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 9.0Value: 4.7Quality: 7.8
Piotroski: 5/9

XMTR

Avoid

33

out of 100

Grade: F

Growth: 7.3Profit: 2.0Value: 5.0Quality: 5.3
Piotroski: 3/9Altman Z: 0.94
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FASTSignificantly Overvalued (-99.0%)

Margin of Safety

-99.0%

Fair Value

$23.63

Current Price

$45.37

$21.74 premium

UndervaluedFair: $23.63Overvalued

Intrinsic value data unavailable for XMTR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FAST3 strengths · Avg: 9.3/10
Return on EquityProfitability
33.3%10/10

Every $100 of equity generates 33 in profit

Market CapQuality
$52.10B9/10

Large-cap with strong market position

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

XMTR1 strengths · Avg: 8.0/10
Revenue GrowthGrowth
29.5%8/10

Revenue surging 29.5% year-over-year

Areas to Watch

FAST3 concerns · Avg: 2.7/10
Price/BookValuation
13.2x4/10

Trading at 13.2x book value

PEG RatioValuation
3.162/10

Expensive relative to growth rate

P/E RatioValuation
41.6x2/10

Premium valuation, high expectations priced in

XMTR4 concerns · Avg: 2.8/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Return on EquityProfitability
-20.8%2/10

ROE of -20.8% — below average capital efficiency

Free Cash FlowQuality
$-5.86M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : FAST

The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.3% and operating margin at 19.0%. Revenue growth of 11.1% demonstrates continued momentum.

Bull Case : XMTR

The strongest argument for XMTR centers on Revenue Growth. Revenue growth of 29.5% demonstrates continued momentum.

Bear Case : FAST

The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.6x leaves little room for execution misses.

Bear Case : XMTR

The primary concerns for XMTR are EPS Growth, Piotroski F-Score, Return on Equity.

Key Dynamics to Monitor

FAST profiles as a mature stock while XMTR is a growth play — different risk/reward profiles.

XMTR carries more volatility with a beta of 0.90 — expect wider price swings.

XMTR is growing revenue faster at 29.5% — sustainability is the question.

FAST generates stronger free cash flow (308M), providing more financial flexibility.

Bottom Line

FAST scores higher overall (58/100 vs 33/100), backed by strong 15.3% margins and 11.1% revenue growth. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Fastenal Company

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.

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Xometry Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Xometry, Inc. operates an artificial intelligence (AI) -enabled marketplace that enables buyers to source manufactured parts and assemblies. The company is headquartered in Derwood, Maryland.

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