WallStSmart

Madison Air Solutions Corporation (MAIR)vsShell PLC ADR (SHEL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Shell PLC ADR generates 7381% more annual revenue ($267.34B vs $3.57B). SHEL leads profitability with a 7.0% profit margin vs 2.6%. SHEL trades at a lower P/E of 13.1x. SHEL earns a higher WallStSmart Score of 63/100 (C+).

MAIR

Hold

43

out of 100

Grade: D

Growth: 7.3Profit: 7.0Value: 4.0Quality: 5.0
Piotroski: 3/9

SHEL

Buy

63

out of 100

Grade: C+

Growth: 4.7Profit: 5.5Value: 5.3Quality: 6.0
Piotroski: 3/9Altman Z: 2.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MAIR.

SHELSignificantly Overvalued (-56.7%)

Margin of Safety

-56.7%

Fair Value

$53.69

Current Price

$85.40

$31.71 premium

UndervaluedFair: $53.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAIR2 strengths · Avg: 10.0/10
Return on EquityProfitability
277.5%10/10

Every $100 of equity generates 277 in profit

Revenue GrowthGrowth
33.8%10/10

Revenue surging 33.8% year-over-year

SHEL5 strengths · Avg: 8.8/10
Market CapQuality
$233.11B10/10

Mega-cap, among the largest globally

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

P/E RatioValuation
13.1x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
26.6%8/10

Earnings expanding 26.6% YoY

Free Cash FlowQuality
$1.63B8/10

Generating 1.6B in free cash flow

Areas to Watch

MAIR4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
124.2x2/10

Premium valuation, high expectations priced in

SHEL3 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.7%4/10

0.7% revenue growth

Profit MarginProfitability
7.0%3/10

7.0% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MAIR

The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.

Bull Case : SHEL

The strongest argument for SHEL centers on Market Cap, Price/Book, P/E Ratio. PEG of 1.24 suggests the stock is reasonably priced for its growth.

Bear Case : MAIR

The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 124.2x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.

Bear Case : SHEL

The primary concerns for SHEL are Revenue Growth, Profit Margin, Piotroski F-Score.

Key Dynamics to Monitor

MAIR profiles as a hypergrowth stock while SHEL is a value play — different risk/reward profiles.

MAIR is growing revenue faster at 33.8% — sustainability is the question.

SHEL generates stronger free cash flow (1.6B), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

SHEL scores higher overall (63/100 vs 43/100). Both earn "Buy" and "Hold" 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) is a leading provider of innovative air handling and ventilation systems tailored for both residential and commercial applications. The company focuses on delivering high-efficiency air quality solutions that are designed to reduce energy consumption while enhancing indoor environmental quality. With a commitment to sustainability and cutting-edge technology, Madison Air continues to expand its market presence, driven by a strong pipeline of innovative products and strategic partnerships. As the demand for energy-efficient and environmentally-friendly solutions grows, MAIR is well-positioned to capitalize on emerging market opportunities in the HVAC industry.

Shell PLC ADR

ENERGY · OIL & GAS INTEGRATED · USA

Shell plc is a global petrochemical and energy company. The company is headquartered in The Hague, the Netherlands.

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