WallStSmart

Air T Inc PR (AIRTP)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valmont Industries Inc generates 1406% more annual revenue ($4.10B vs $272.47M). VMI leads profitability with a 8.5% profit margin vs -2.5%. VMI trades at a lower P/E of 24.2x. VMI earns a higher WallStSmart Score of 63/100 (C+).

AIRTP

Avoid

28

out of 100

Grade: F

Growth: 6.7Profit: 2.0Value: 3.0Quality: 5.0

VMI

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 10.0Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AIRTPSignificantly Overvalued (-29.9%)

Margin of Safety

-29.9%

Fair Value

$15.72

Current Price

$19.25

$3.53 premium

UndervaluedFair: $15.72Overvalued
VMIUndervalued (+39.1%)

Margin of Safety

+39.1%

Fair Value

$785.30

Current Price

$406.39

$378.91 discount

UndervaluedFair: $785.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AIRTP1 strengths · Avg: 10.0/10
EPS GrowthGrowth
76.9%10/10

Earnings expanding 76.9% YoY

VMI3 strengths · Avg: 9.7/10
EPS GrowthGrowth
135.3%10/10

Earnings expanding 135.3% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Return on EquityProfitability
21.9%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

AIRTP4 concerns · Avg: 2.3/10
Market CapQuality
$468.77M3/10

Smaller company, higher risk/reward

P/E RatioValuation
57.9x2/10

Premium valuation, high expectations priced in

Return on EquityProfitability
-48.3%2/10

ROE of -48.3% — below average capital efficiency

Revenue GrowthGrowth
-8.7%2/10

Revenue declined 8.7%

VMI3 concerns · Avg: 3.7/10
PEG RatioValuation
1.554/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AIRTP

The strongest argument for AIRTP centers on EPS Growth.

Bull Case : VMI

The strongest argument for VMI centers on EPS Growth, Debt/Equity, Return on Equity.

Bear Case : AIRTP

The primary concerns for AIRTP are Market Cap, P/E Ratio, Return on Equity. A P/E of 57.9x leaves little room for execution misses.

Bear Case : VMI

The primary concerns for VMI are PEG Ratio, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

AIRTP profiles as a turnaround stock while VMI is a value play — different risk/reward profiles.

VMI carries more volatility with a beta of 1.21 — expect wider price swings.

VMI is growing revenue faster at 0.1% — sustainability is the question.

VMI generates stronger free cash flow (70M), providing more financial flexibility.

Bottom Line

VMI scores higher overall (63/100 vs 28/100). Both earn "Buy" and "Avoid" 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 PR

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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