WallStSmart

Armstrong World Industries Inc (AWI)vsMadison Air Solutions Corporation (MAIR)

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Smart Verdict

WallStSmart Research — data-driven comparison

Madison Air Solutions Corporation generates 121% more annual revenue ($3.75B vs $1.70B). AWI leads profitability with a 18.6% profit margin vs 3.7%. AWI trades at a lower P/E of 20.7x. AWI earns a higher WallStSmart Score of 65/100 (C+).

AWI

Buy

65

out of 100

Grade: C+

Growth: 6.0Profit: 8.5Value: 5.0Quality: 7.0
Piotroski: 7/9Altman Z: 3.51

MAIR

Buy

60

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.70

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWI3 strengths · Avg: 9.3/10
Return on EquityProfitability
34.3%10/10

Every $100 of equity generates 34 in profit

Altman Z-ScoreHealth
3.5110/10

Safe zone — low bankruptcy risk

Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

MAIR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
111.9%10/10

Earnings expanding 111.9% YoY

Revenue GrowthGrowth
20.9%8/10

Revenue surging 20.9% year-over-year

Areas to Watch

AWI2 concerns · Avg: 4.0/10
PEG RatioValuation
2.024/10

Expensive relative to growth rate

Price/BookValuation
8.2x4/10

Trading at 8.2x book value

MAIR4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
50.1x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : AWI

The strongest argument for AWI centers on Return on Equity, Altman Z-Score, Operating Margin. Profitability is solid with margins at 18.6% and operating margin at 21.6%. Revenue growth of 11.2% demonstrates continued momentum.

Bull Case : MAIR

The strongest argument for MAIR centers on EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.

Bear Case : AWI

The primary concerns for AWI are PEG Ratio, Price/Book.

Bear Case : MAIR

The primary concerns for MAIR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Key Dynamics to Monitor

AWI profiles as a mature stock while MAIR is a growth play — different risk/reward profiles.

MAIR is growing revenue faster at 20.9% — sustainability is the question.

MAIR generates stronger free cash flow (85M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

AWI scores higher overall (65/100 vs 60/100), backed by strong 18.6% margins and 11.2% revenue growth. 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.

Armstrong World Industries Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Armstrong World Industries, Inc. designs, manufactures, and sells roofing systems primarily for use in the construction and renovation of residential and commercial buildings in the United States, Canada, and Latin America. The company is headquartered in Lancaster, Pennsylvania.

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Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Madison Air Solutions Corporation (MAIR) operates at the forefront of the HVAC industry, offering state-of-the-art air handling and ventilation systems tailored for both residential and commercial applications. Committed to delivering high-efficiency air quality solutions, the company emphasizes energy conservation and indoor environmental enhancement, aligning with global sustainability initiatives. With a diverse portfolio of innovative products and strategic alliances, Madison Air is well-positioned for robust growth in response to the rising demand for eco-friendly HVAC solutions. As the market landscape evolves, MAIR is strategically poised to harness its technological expertise and solid market presence to seize emerging opportunities.

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