WallStSmart

Air T Inc (AIRT)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valmont Industries Inc generates 1173% more annual revenue ($4.16B vs $327.09M). AIRT leads profitability with a 23.8% profit margin vs 8.9%. AIRT trades at a lower P/E of 0.9x. AIRT earns a higher WallStSmart Score of 70/100 (B).

AIRT

Strong Buy

70

out of 100

Grade: B

Growth: 8.7Profit: 3.5Value: 8.3Quality: 5.5
Piotroski: 4/9Altman Z: 2.23

VMI

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.7Quality: 7.0
Piotroski: 3/9Altman Z: 3.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIRTUndervalued (+31.1%)

Margin of Safety

+31.1%

Fair Value

$34.03

Current Price

$27.16

$6.87 discount

UndervaluedFair: $34.03Overvalued

Intrinsic value data unavailable for VMI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIRT5 strengths · Avg: 9.8/10
P/E RatioValuation
0.9x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
82.4%10/10

Revenue surging 82.4% year-over-year

EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

Profit MarginProfitability
23.8%9/10

Keeps 24 of every $100 in revenue as profit

VMI3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.8610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.5%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Areas to Watch

AIRT4 concerns · Avg: 2.0/10
Market CapQuality
$71.92M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-48.3%2/10

ROE of -48.3% — below average capital efficiency

Free Cash FlowQuality
$-719,0002/10

Negative free cash flow — burning cash

Operating MarginProfitability
-11.4%1/10

Operating margin of -11.4%

VMI2 concerns · Avg: 3.5/10
P/E RatioValuation
29.6x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AIRT

The strongest argument for AIRT centers on P/E Ratio, Price/Book, Revenue Growth. Profitability is solid with margins at 23.8% and operating margin at -11.4%. Revenue growth of 82.4% demonstrates continued momentum.

Bull Case : VMI

The strongest argument for VMI centers on Altman Z-Score, Return on Equity, EPS Growth. PEG of 1.21 suggests the stock is reasonably priced for its growth.

Bear Case : AIRT

The primary concerns for AIRT are Market Cap, Return on Equity, Free Cash Flow. Debt-to-equity of 2.82 is elevated, increasing financial risk.

Bear Case : VMI

The primary concerns for VMI are P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AIRT profiles as a growth stock while VMI is a value play — different risk/reward profiles.

VMI carries more volatility with a beta of 1.33 — expect wider price swings.

AIRT is growing revenue faster at 82.4% — sustainability is the question.

VMI generates stronger free cash flow (112M), providing more financial flexibility.

Bottom Line

AIRT scores higher overall (70/100 vs 63/100), backed by strong 23.8% margins and 82.4% 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.

Air T Inc

INDUSTRIALS · CONGLOMERATES · USA

Air T, Inc. provides overnight air cargo, ground equipment sales, commercial jet engines and parts, printing equipment, and maintenance services in the United States and internationally. The company is headquartered in Denver, North Carolina.

Valmont Industries Inc

INDUSTRIALS · CONGLOMERATES · USA

Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.

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