Madison Air Solutions Corporation (MAIR)vsYum! Brands Inc (YUM)
MAIR
Madison Air Solutions Corporation
$40.14
-7.51%
INDUSTRIALS · Cap: $19.56B
YUM
Yum! Brands Inc
$150.87
+1.88%
CONSUMER CYCLICAL · Cap: $42.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Yum! Brands Inc generates 137% more annual revenue ($8.49B vs $3.57B). YUM leads profitability with a 20.5% profit margin vs 2.6%. YUM trades at a lower P/E of 24.9x. YUM earns a higher WallStSmart Score of 65/100 (C+).
MAIR
Hold44
out of 100
Grade: D
YUM
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for MAIR.
Margin of Safety
-88.1%
Fair Value
$84.55
Current Price
$150.87
$66.32 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
Strong operational efficiency at 31.1%
Earnings expanding 72.2% YoY
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
15.2% revenue growth
Areas to Watch
0.0% earnings growth
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Weak financial health signals
Distress zone — elevated risk
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 : YUM
The strongest argument for YUM centers on Operating Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 20.5% and operating margin at 31.1%. Revenue growth of 15.2% 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 : YUM
The primary concerns for YUM are PEG Ratio, Return on Equity, Piotroski F-Score.
Key Dynamics to Monitor
MAIR profiles as a hypergrowth stock while YUM is a growth play — different risk/reward profiles.
MAIR is growing revenue faster at 33.8% — sustainability is the question.
YUM generates stronger free cash flow (341M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
YUM scores higher overall (65/100 vs 44/100), backed by strong 20.5% margins and 15.2% revenue growth. 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.
Yum! Brands Inc
CONSUMER CYCLICAL · RESTAURANTS · USA
Yum! Brands, Inc. is an American fast food corporation listed on the Fortune 1000. Yum! operates the brands KFC, Pizza Hut, Taco Bell, The Habit Burger Grill, and WingStreet worldwide, except in China, where the brands are operated by a separate company, Yum China.
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