Madison Air Solutions Corporation (MAIR)vsUbiquiti Networks Inc (UI)
MAIR
Madison Air Solutions Corporation
$39.55
+0.43%
INDUSTRIALS · Cap: $20.14B
UI
Ubiquiti Networks Inc
$1,028.31
+1.32%
TECHNOLOGY · Cap: $61.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 12% more annual revenue ($3.34B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 2.9%. UI trades at a lower P/E of 69.5x. UI earns a higher WallStSmart Score of 71/100 (B).
MAIR
Avoid35
out of 100
Grade: F
UI
Strong Buy71
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MAIR.
Margin of Safety
-85.1%
Fair Value
$385.30
Current Price
$1028.31
$643.01 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Every $100 of equity generates 136 in profit
Strong operational efficiency at 35.9%
Revenue surging 35.8% year-over-year
Earnings expanding 70.8% YoY
Safe zone — low bankruptcy risk
Large-cap with strong market position
Areas to Watch
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
Trading at 61.2x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : MAIR
MAIR has a balanced fundamental profile.
Bull Case : UI
The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.
Bear Case : MAIR
The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 114.8x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.
Bear Case : UI
The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 69.5x leaves little room for execution misses.
Key Dynamics to Monitor
MAIR profiles as a value stock while UI is a growth play — different risk/reward profiles.
UI is growing revenue faster at 35.8% — 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
UI scores higher overall (71/100 vs 35/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong 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.
Ubiquiti Networks Inc
TECHNOLOGY · COMMUNICATION EQUIPMENT · USA
Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.
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