AZZ Incorporated (AZZ)vsUL Solutions Inc. (ULS)
AZZ
AZZ Incorporated
$137.71
-0.56%
INDUSTRIALS · Cap: $4.53B
ULS
UL Solutions Inc.
$96.81
-2.41%
INDUSTRIALS · Cap: $19.87B
Smart Verdict
WallStSmart Research — data-driven comparison
UL Solutions Inc. generates 88% more annual revenue ($3.11B vs $1.65B). AZZ leads profitability with a 19.2% profit margin vs 11.3%. AZZ appears more attractively valued with a PEG of 1.24. ULS earns a higher WallStSmart Score of 62/100 (C+).
AZZ
Buy61
out of 100
Grade: C+
ULS
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-13.0%
Fair Value
$121.67
Current Price
$137.71
$16.04 premium
Intrinsic value data unavailable for ULS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Safe zone — low bankruptcy risk
Every $100 of equity generates 24 in profit
Attractively priced relative to earnings
Every $100 of equity generates 26 in profit
Earnings expanding 36.4% YoY
Areas to Watch
Earnings declined 21.8%
Expensive relative to growth rate
Trading at 14.8x book value
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : AZZ
The strongest argument for AZZ centers on Altman Z-Score, Return on Equity, P/E Ratio. Profitability is solid with margins at 19.2% and operating margin at 15.4%. PEG of 1.24 suggests the stock is reasonably priced for its growth.
Bull Case : ULS
The strongest argument for ULS centers on Return on Equity, EPS Growth.
Bear Case : AZZ
The primary concerns for AZZ are EPS Growth.
Bear Case : ULS
The primary concerns for ULS are PEG Ratio, Price/Book, P/E Ratio. A P/E of 57.3x leaves little room for execution misses.
Key Dynamics to Monitor
AZZ profiles as a mature stock while ULS 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 9.4% — sustainability is the question.
ULS generates stronger free cash flow (150M), providing more financial flexibility.
Bottom Line
ULS scores higher overall (62/100 vs 61/100). 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.
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.
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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