Qnity Electronics, Inc (Q)vsWilliams Companies Inc (WMB)
Q
Qnity Electronics, Inc
$143.59
-3.91%
TECHNOLOGY · Cap: $30.10B
WMB
Williams Companies Inc
$71.96
-1.36%
ENERGY · Cap: $89.22B
Smart Verdict
WallStSmart Research — data-driven comparison
Williams Companies Inc generates 155% more annual revenue ($12.11B vs $4.75B). WMB leads profitability with a 23.1% profit margin vs 14.6%. WMB appears more attractively valued with a PEG of 2.48. WMB earns a higher WallStSmart Score of 65/100 (C+).
Q
Hold49
out of 100
Grade: D+
WMB
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$143.59
$38.50 premium
Intrinsic value data unavailable for WMB.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Strong operational efficiency at 33.6%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Earnings expanding 25.0% YoY
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
Weak financial health signals
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : WMB
The strongest argument for WMB centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 23.1% and operating margin at 33.6%.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Bear Case : WMB
The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
Q profiles as a value stock while WMB is a mature play — different risk/reward profiles.
WMB is growing revenue faster at 9.0% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
WMB scores higher overall (65/100 vs 49/100), backed by strong 23.1% margins. 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.
Williams Companies Inc
ENERGY · OIL & GAS MIDSTREAM · USA
The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.
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