Madison Air Solutions Corporation (MAIR)vsPACCAR Inc (PCAR)
MAIR
Madison Air Solutions Corporation
$25.21
+1.20%
INDUSTRIALS · Cap: $12.58B
PCAR
PACCAR Inc
$122.73
+0.13%
INDUSTRIALS · Cap: $64.60B
Smart Verdict
WallStSmart Research — data-driven comparison
PACCAR Inc generates 643% more annual revenue ($27.82B vs $3.75B). PCAR leads profitability with a 9.0% profit margin vs 3.7%. PCAR trades at a lower P/E of 25.8x. MAIR earns a higher WallStSmart Score of 58/100 (C).
MAIR
Buy58
out of 100
Grade: C
PCAR
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MAIR.
Margin of Safety
-43.2%
Fair Value
$85.69
Current Price
$122.73
$37.04 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 111.9% YoY
Revenue surging 20.9% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Areas to Watch
ROE of 4.5% — below average capital efficiency
3.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Moderate valuation
0.5% revenue growth
4.2% earnings growth
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : MAIR
The strongest argument for MAIR centers on EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.
Bull Case : PCAR
The strongest argument for PCAR centers on Market Cap, PEG Ratio. PEG of 1.00 suggests the stock is reasonably priced for its growth.
Bear Case : MAIR
The primary concerns for MAIR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 61.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Bear Case : PCAR
The primary concerns for PCAR are P/E Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
MAIR profiles as a growth stock while PCAR is a value play — different risk/reward profiles.
MAIR is growing revenue faster at 20.9% — sustainability is the question.
PCAR generates stronger free cash flow (309M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MAIR scores higher overall (58/100 vs 54/100) and 20.9% 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.
Madison Air Solutions Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Madison Air Solutions Corporation (MAIR) operates at the forefront of the HVAC industry, offering state-of-the-art air handling and ventilation systems tailored for both residential and commercial applications. Committed to delivering high-efficiency air quality solutions, the company emphasizes energy conservation and indoor environmental enhancement, aligning with global sustainability initiatives. With a diverse portfolio of innovative products and strategic alliances, Madison Air is well-positioned for robust growth in response to the rising demand for eco-friendly HVAC solutions. As the market landscape evolves, MAIR is strategically poised to harness its technological expertise and solid market presence to seize emerging opportunities.
PACCAR Inc
INDUSTRIALS · FARM & HEAVY CONSTRUCTION MACHINERY · USA
PACCAR Inc is an American Fortune 500 company and counts among the largest manufacturers of medium- and heavy-duty trucks in the world. PACCAR is engaged in the design, manufacture and customer support of light-, medium- and heavy-duty trucks under the Kenworth, Peterbilt, Leyland Trucks, and DAF nameplates. PACCAR also designs and manufactures powertrains, provides financial services and information technology, and distributes truck parts related to its principal business.
Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
Want to dig deeper into these stocks?