Qnity Electronics, Inc (Q)vsTrane Technologies plc (TT)
Q
Qnity Electronics, Inc
$149.44
+2.03%
TECHNOLOGY · Cap: $30.05B
TT
Trane Technologies plc
$488.18
+2.25%
INDUSTRIALS · Cap: $107.57B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 354% more annual revenue ($21.60B vs $4.75B). Q leads profitability with a 14.6% profit margin vs 13.4%. TT appears more attractively valued with a PEG of 2.39. TT earns a higher WallStSmart Score of 52/100 (C-).
Q
Hold49
out of 100
Grade: D+
TT
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$149.44
$44.35 premium
Intrinsic value data unavailable for TT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Areas to Watch
ROE of 8.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 52.8%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 12.6x book value
Earnings declined 2.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.4x leaves little room for execution misses.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
Q is growing revenue faster at 8.1% — sustainability is the question.
TT generates stronger free cash flow (542M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
TT scores higher overall (52/100 vs 49/100). 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.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
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