WallStSmart

Hayward Holdings Inc (HAYW)vsnVent Electric PLC (NVT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

nVent Electric PLC generates 247% more annual revenue ($3.89B vs $1.12B). NVT leads profitability with a 18.2% profit margin vs 13.5%. NVT appears more attractively valued with a PEG of 1.57. NVT earns a higher WallStSmart Score of 67/100 (B-).

HAYW

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 7.0Value: 10.0Quality: 6.8
Piotroski: 5/9Altman Z: 1.69

NVT

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 7.0Value: 8.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HAYWUndervalued (+45.2%)

Margin of Safety

+45.2%

Fair Value

$30.84

Current Price

$13.93

$16.91 discount

UndervaluedFair: $30.84Overvalued
NVTUndervalued (+10.8%)

Margin of Safety

+10.8%

Fair Value

$126.36

Current Price

$127.01

$0.65 discount

UndervaluedFair: $126.36Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAYW3 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.0%8/10

Strong operational efficiency at 26.0%

EPS GrowthGrowth
24.1%8/10

Earnings expanding 24.1% YoY

NVT1 strengths · Avg: 10.0/10
Revenue GrowthGrowth
41.8%10/10

Revenue surging 41.8% year-over-year

Areas to Watch

HAYW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

Free Cash FlowQuality
$-35.84M2/10

Negative free cash flow — burning cash

NVT2 concerns · Avg: 3.0/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

P/E RatioValuation
46.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : HAYW

The strongest argument for HAYW centers on Price/Book, Operating Margin, EPS Growth.

Bull Case : NVT

The strongest argument for NVT centers on Revenue Growth. Profitability is solid with margins at 18.2% and operating margin at 16.2%. Revenue growth of 41.8% demonstrates continued momentum.

Bear Case : HAYW

The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.

Bear Case : NVT

The primary concerns for NVT are PEG Ratio, P/E Ratio. A P/E of 46.5x leaves little room for execution misses.

Key Dynamics to Monitor

HAYW profiles as a value stock while NVT is a growth play — different risk/reward profiles.

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

NVT is growing revenue faster at 41.8% — sustainability is the question.

NVT generates stronger free cash flow (166M), providing more financial flexibility.

Bottom Line

HAYW scores higher overall (67/100 vs 67/100). Both earn "Strong Buy" and "Strong 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.

Hayward Holdings Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.

nVent Electric PLC

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

nVent Electric plc designs, manufactures, markets, installs and services electrical connection and protection products in the United States, Canada, Western and Eastern Europe included in the European Union, China, Eastern Europe not included in the European Union, America Latin, Middle East, Southeast Asia, Australia and Japan. The company is headquartered in London, the United Kingdom.

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