MasTec Inc (MTZ)vsResMed Inc (RMD)
MTZ
MasTec Inc
$433.28
-0.97%
INDUSTRIALS · Cap: $32.90B
RMD
ResMed Inc
$209.64
+0.85%
HEALTHCARE · Cap: $29.87B
Smart Verdict
WallStSmart Research — data-driven comparison
MasTec Inc generates 176% more annual revenue ($15.28B vs $5.54B). RMD leads profitability with a 27.4% profit margin vs 3.0%. RMD appears more attractively valued with a PEG of 1.26. RMD earns a higher WallStSmart Score of 73/100 (B).
MTZ
Buy58
out of 100
Grade: C
RMD
Strong Buy73
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-38.8%
Fair Value
$190.97
Current Price
$433.28
$242.31 premium
Margin of Safety
-13.5%
Fair Value
$228.75
Current Price
$209.64
$19.11 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 34.5% year-over-year
Earnings expanding 508.0% YoY
Strong operational efficiency at 35.3%
Safe zone — low bankruptcy risk
Every $100 of equity generates 25 in profit
Keeps 27 of every $100 in revenue as profit
Areas to Watch
Trading at 10.4x book value
3.0% margin — thin
Operating margin of 3.7%
Expensive relative to growth rate
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : MTZ
The strongest argument for MTZ centers on Revenue Growth, EPS Growth. Revenue growth of 34.5% demonstrates continued momentum.
Bull Case : RMD
The strongest argument for RMD centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 27.4% and operating margin at 35.3%. Revenue growth of 10.8% demonstrates continued momentum.
Bear Case : MTZ
The primary concerns for MTZ are Price/Book, Profit Margin, Operating Margin. A P/E of 82.7x leaves little room for execution misses. Thin 3.0% margins leave little buffer for downturns.
Bear Case : RMD
No major red flags identified for RMD, but monitor valuation.
Key Dynamics to Monitor
MTZ profiles as a hypergrowth stock while RMD is a mature play — different risk/reward profiles.
MTZ carries more volatility with a beta of 1.80 — expect wider price swings.
MTZ is growing revenue faster at 34.5% — sustainability is the question.
RMD generates stronger free cash flow (520M), providing more financial flexibility.
Bottom Line
RMD scores higher overall (73/100 vs 58/100), backed by strong 27.4% margins and 10.8% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
MasTec Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
MasTec, Inc., an infrastructure construction company, provides engineering, construction, installation, maintenance, and upgrade services for communications, energy, utilities, and other infrastructure primarily in the United States and Canada. The company is headquartered in Coral Gables, Florida.
Visit Website →ResMed Inc
HEALTHCARE · MEDICAL INSTRUMENTS & SUPPLIES · USA
ResMed is a San Diego, California-based medical equipment company. It primarily provides cloud-connectable medical devices for the treatment of sleep apnea (such as CPAP devices and masks), chronic obstructive pulmonary disease (COPD), and other respiratory conditions.
Visit Website →Compare with Other ENGINEERING & CONSTRUCTION Stocks
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