Limbach Holdings Inc (LMB)vsMadison Air Solutions Corporation (MAIR)
LMB
Limbach Holdings Inc
$99.77
+9.19%
INDUSTRIALS · Cap: $1.11B
MAIR
Madison Air Solutions Corporation
$38.18
+6.06%
INDUSTRIALS · Cap: $18.05B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 416% more annual revenue ($3.34B vs $646.80M). LMB leads profitability with a 6.0% profit margin vs 2.9%. LMB trades at a lower P/E of 28.8x. LMB earns a higher WallStSmart Score of 61/100 (C+).
LMB
Buy61
out of 100
Grade: C+
MAIR
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.0%
Fair Value
$68.57
Current Price
$99.77
$31.20 premium
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
No standout strengths identified
Areas to Watch
Expensive relative to growth rate
Moderate valuation
Smaller company, higher risk/reward
6.0% margin — thin
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : MAIR
MAIR has a balanced fundamental profile.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, P/E Ratio, Market Cap.
Bear Case : MAIR
The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
LMB profiles as a hypergrowth stock while MAIR is a value play — different risk/reward profiles.
LMB is growing revenue faster at 30.1% — sustainability is the question.
MAIR generates stronger free cash flow (440M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
LMB scores higher overall (61/100 vs 35/100) and 30.1% 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.
Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
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