Madison Air Solutions Corporation (MAIR)vsUnitedHealth Group Incorporated (UNH)
MAIR
Madison Air Solutions Corporation
$40.14
-7.51%
INDUSTRIALS · Cap: $19.56B
UNH
UnitedHealth Group Incorporated
$399.47
+0.36%
HEALTHCARE · Cap: $373.28B
Smart Verdict
WallStSmart Research — data-driven comparison
UnitedHealth Group Incorporated generates 12485% more annual revenue ($449.71B vs $3.57B). UNH leads profitability with a 2.7% profit margin vs 2.6%. UNH trades at a lower P/E of 30.8x. UNH earns a higher WallStSmart Score of 54/100 (C-).
MAIR
Hold44
out of 100
Grade: D
UNH
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MAIR.
Margin of Safety
-26.9%
Fair Value
$321.13
Current Price
$399.47
$78.34 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 277 in profit
Revenue surging 33.8% year-over-year
Mega-cap, among the largest globally
Generating 8.1B in free cash flow
Areas to Watch
0.0% earnings growth
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Premium valuation, high expectations priced in
2.0% revenue growth
0.7% earnings growth
2.7% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : MAIR
The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.
Bull Case : UNH
The strongest argument for UNH centers on Market Cap, Free Cash Flow. PEG of 1.42 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 111.5x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.
Bear Case : UNH
The primary concerns for UNH are P/E Ratio, Revenue Growth, EPS Growth. Thin 2.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
MAIR profiles as a hypergrowth stock while UNH is a value play — different risk/reward profiles.
MAIR is growing revenue faster at 33.8% — sustainability is the question.
UNH generates stronger free cash flow (8.1B), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
UNH scores higher overall (54/100 vs 44/100). 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.
UnitedHealth Group Incorporated
HEALTHCARE · HEALTHCARE PLANS · USA
UnitedHealth Group Incorporated is an American for-profit multinational managed healthcare and insurance company based in Minnetonka, Minnesota. It offers health care products and insurance services. In 2020, it was the second-largest healthcare company (behind CVS Health) by revenue with $257.1 billion, and the largest insurance company by net premiums. UnitedHealthcare revenues comprise 80% of the Group's overall revenue.
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