Quad Graphics Inc (QUAD)vsUL Solutions Inc. (ULS)
QUAD
Quad Graphics Inc
$7.61
-1.04%
INDUSTRIALS · Cap: $485.80M
ULS
UL Solutions Inc.
$78.65
+3.28%
INDUSTRIALS · Cap: $15.88B
Smart Verdict
WallStSmart Research — data-driven comparison
UL Solutions Inc. generates 34% more annual revenue ($3.19B vs $2.38B). ULS leads profitability with a 16.1% profit margin vs 1.3%. QUAD appears more attractively valued with a PEG of 0.84. ULS earns a higher WallStSmart Score of 60/100 (C).
QUAD
Buy58
out of 100
Grade: C
ULS
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for QUAD.
Margin of Safety
+10.4%
Fair Value
$80.94
Current Price
$78.65
$2.29 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 22 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 30 in profit
Areas to Watch
1.0% revenue growth
Smaller company, higher risk/reward
1.3% margin — thin
Operating margin of 4.3%
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 9.3x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : QUAD
The strongest argument for QUAD centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity. Profitability is solid with margins at 16.1% and operating margin at 19.8%.
Bear Case : QUAD
The primary concerns for QUAD are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 4.25 is elevated, increasing financial risk. Thin 1.3% margins leave little buffer for downturns.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
QUAD profiles as a value stock while ULS is a mature play — different risk/reward profiles.
QUAD carries more volatility with a beta of 1.10 — expect wider price swings.
ULS is growing revenue faster at 5.1% — sustainability is the question.
ULS generates stronger free cash flow (154M), providing more financial flexibility.
Bottom Line
ULS scores higher overall (60/100 vs 58/100), backed by strong 16.1% margins. Both earn "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.
Quad Graphics Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Quad / Graphics, Inc. offers worldwide marketing solutions. The company is headquartered in Sussex, Wisconsin.
UL Solutions Inc.
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
UL Solutions Inc. provides safety science services globally. The company is headquartered in Northbrook, Illinois with additional offices in North America, Asia Pacific, Africa, Europe, Latin America, and Middle East.
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