WallStSmart

Madison Air Solutions Corporation (MAIR)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valmont Industries Inc generates 25% more annual revenue ($4.16B vs $3.34B). VMI leads profitability with a 8.9% profit margin vs 2.9%. VMI trades at a lower P/E of 28.4x. VMI earns a higher WallStSmart Score of 60/100 (C).

MAIR

Avoid

35

out of 100

Grade: F

Growth: 5.3Profit: 6.5Value: 4.0Quality: 5.0

VMI

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MAIR.

VMISignificantly Overvalued (-72.3%)

Margin of Safety

-72.3%

Fair Value

$277.40

Current Price

$522.81

$245.41 premium

UndervaluedFair: $277.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAIR0 strengths · Avg: 0/10

No standout strengths identified

VMI3 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Areas to Watch

MAIR4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

P/E RatioValuation
114.8x2/10

Premium valuation, high expectations priced in

VMI3 concerns · Avg: 3.7/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

P/E RatioValuation
28.4x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MAIR

MAIR has a balanced fundamental profile.

Bull Case : VMI

The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.

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 : VMI

The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

VMI is growing revenue faster at 6.2% — 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

VMI scores higher overall (60/100 vs 35/100). Both earn "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.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

None

Valmont Industries Inc

INDUSTRIALS · CONGLOMERATES · USA

Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.

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