Madison Air Solutions Corporation (MAIR)vsEssential Utilities Inc (WTRG)
MAIR
Madison Air Solutions Corporation
$39.55
+0.43%
INDUSTRIALS · Cap: $20.14B
WTRG
Essential Utilities Inc
$37.54
+0.13%
UTILITIES · Cap: $10.77B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 35% more annual revenue ($3.34B vs $2.47B). WTRG leads profitability with a 24.9% profit margin vs 2.9%. WTRG trades at a lower P/E of 17.3x. WTRG earns a higher WallStSmart Score of 60/100 (C+).
MAIR
Avoid35
out of 100
Grade: F
WTRG
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MAIR.
Margin of Safety
+47.4%
Fair Value
$71.13
Current Price
$37.54
$33.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Strong operational efficiency at 32.4%
Keeps 25 of every $100 in revenue as profit
Attractively priced relative to earnings
Reasonable price relative to book value
15.7% revenue growth
Areas to Watch
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Weak financial health signals
Expensive relative to growth rate
Earnings declined 30.0%
Negative free cash flow — burning cash
Comparative Analysis Report
WallStSmart ResearchBull Case : MAIR
MAIR has a balanced fundamental profile.
Bull Case : WTRG
The strongest argument for WTRG centers on Operating Margin, Profit Margin, P/E Ratio. Profitability is solid with margins at 24.9% and operating margin at 32.4%. Revenue growth of 15.7% 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 : WTRG
The primary concerns for WTRG are Piotroski F-Score, PEG Ratio, EPS Growth.
Key Dynamics to Monitor
MAIR profiles as a value stock while WTRG is a growth play — different risk/reward profiles.
WTRG is growing revenue faster at 15.7% — 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
WTRG scores higher overall (60/100 vs 35/100), backed by strong 24.9% margins and 15.7% revenue growth. 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.
Essential Utilities Inc
UTILITIES · UTILITIES - REGULATED WATER · USA
Essential Utilities, Inc. operates regulated utilities that provide water, wastewater, or natural gas services in the United States. The company is headquartered in Bryn Mawr, Pennsylvania.
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