AZZ Incorporated (AZZ)vsGlobal Payments Inc (GPN)
AZZ
AZZ Incorporated
$128.46
+3.21%
INDUSTRIALS · Cap: $3.74B
GPN
Global Payments Inc
$70.77
-0.28%
INDUSTRIALS · Cap: $19.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Global Payments Inc generates 377% more annual revenue ($7.71B vs $1.62B). AZZ leads profitability with a 19.9% profit margin vs 18.2%. GPN appears more attractively valued with a PEG of 0.20. AZZ earns a higher WallStSmart Score of 72/100 (B).
AZZ
Strong Buy72
out of 100
Grade: B
GPN
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+68.9%
Fair Value
$442.41
Current Price
$128.46
$313.95 discount
Margin of Safety
-139.8%
Fair Value
$30.12
Current Price
$70.77
$40.65 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 27 in profit
Reasonable price relative to book value
Earnings expanding 21.4% YoY
Growing faster than its price suggests
Reasonable price relative to book value
Attractively priced relative to earnings
Strong operational efficiency at 27.9%
Areas to Watch
No major concerns identified
0.0% revenue growth
ROE of 4.8% — below average capital efficiency
Earnings declined 59.2%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AZZ
The strongest argument for AZZ centers on P/E Ratio, Return on Equity, Price/Book. Profitability is solid with margins at 19.9% and operating margin at 16.3%. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bull Case : GPN
The strongest argument for GPN centers on PEG Ratio, Price/Book, P/E Ratio. Profitability is solid with margins at 18.2% and operating margin at 27.9%. PEG of 0.20 suggests the stock is reasonably priced for its growth.
Bear Case : AZZ
No major red flags identified for AZZ, but monitor valuation.
Bear Case : GPN
The primary concerns for GPN are Revenue Growth, Return on Equity, EPS Growth.
Key Dynamics to Monitor
AZZ profiles as a mature stock while GPN is a value play — different risk/reward profiles.
AZZ carries more volatility with a beta of 1.13 — expect wider price swings.
AZZ is growing revenue faster at 5.5% — sustainability is the question.
GPN generates stronger free cash flow (347M), providing more financial flexibility.
Bottom Line
AZZ scores higher overall (72/100 vs 63/100), backed by strong 19.9% margins. 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.
AZZ Incorporated
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
AZZ Inc. provides metal plating and plating solutions, welding solutions, specialized electrical equipment, and engineering services for the power generation, transmission, distribution, refining, and industrial markets in the United States and internationally. The company is headquartered in Fort Worth, Texas.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
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