WallStSmart

Madison Air Solutions Corporation (MAIR)vsTexas Instruments Incorporated (TXN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Texas Instruments Incorporated generates 416% more annual revenue ($18.44B vs $3.57B). TXN leads profitability with a 29.1% profit margin vs 2.6%. TXN trades at a lower P/E of 53.5x. TXN earns a higher WallStSmart Score of 74/100 (B).

MAIR

Hold

44

out of 100

Grade: D

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

TXN

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 9.5Value: 4.3Quality: 8.0
Piotroski: 5/9Altman Z: 4.12

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

TXN6 strengths · Avg: 9.5/10
Market CapQuality
$285.17B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
32.0%10/10

Every $100 of equity generates 32 in profit

Operating MarginProfitability
37.8%10/10

Strong operational efficiency at 37.8%

Altman Z-ScoreHealth
4.1210/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
29.1%9/10

Keeps 29 of every $100 in revenue as profit

Revenue GrowthGrowth
18.6%8/10

18.6% revenue growth

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
111.5x2/10

Premium valuation, high expectations priced in

TXN2 concerns · Avg: 3.0/10
Price/BookValuation
15.5x4/10

Trading at 15.5x book value

P/E RatioValuation
53.5x2/10

Premium valuation, high expectations priced in

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 : TXN

The strongest argument for TXN centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 29.1% and operating margin at 37.8%. Revenue growth of 18.6% demonstrates continued momentum.

Bear Case : MAIR

The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 111.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.

Bear Case : TXN

The primary concerns for TXN are Price/Book, P/E Ratio. A P/E of 53.5x leaves little room for execution misses.

Key Dynamics to Monitor

MAIR profiles as a hypergrowth stock while TXN is a growth play — different risk/reward profiles.

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

TXN generates stronger free cash flow (844M), providing more financial flexibility.

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

Bottom Line

TXN scores higher overall (74/100 vs 44/100), backed by strong 29.1% margins and 18.6% revenue growth. Both earn "Strong 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.

Texas Instruments Incorporated

TECHNOLOGY · SEMICONDUCTORS · USA

Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.

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