Builders FirstSource Inc (BLDR)vsMadison Air Solutions Corporation (MAIR)
BLDR
Builders FirstSource Inc
$66.16
-2.58%
INDUSTRIALS · Cap: $7.82B
MAIR
Madison Air Solutions Corporation
$29.12
-7.96%
INDUSTRIALS · Cap: $17.34B
Smart Verdict
WallStSmart Research — data-driven comparison
Builders FirstSource Inc generates 315% more annual revenue ($14.82B vs $3.57B). MAIR leads profitability with a 2.6% profit margin vs 2.0%. BLDR trades at a lower P/E of 27.8x. BLDR earns a higher WallStSmart Score of 45/100 (D+).
BLDR
Hold45
out of 100
Grade: D+
MAIR
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-34.0%
Fair Value
$54.97
Current Price
$66.16
$11.19 premium
Intrinsic value data unavailable for MAIR.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Every $100 of equity generates 277 in profit
Revenue surging 33.8% year-over-year
Areas to Watch
Expensive relative to growth rate
Moderate valuation
ROE of 7.3% — below average capital efficiency
2.0% margin — thin
0.0% earnings growth
2.6% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : BLDR
The strongest argument for BLDR centers on Price/Book.
Bull Case : MAIR
The strongest argument for MAIR centers on Return on Equity, Revenue Growth. Revenue growth of 33.8% demonstrates continued momentum.
Bear Case : BLDR
The primary concerns for BLDR are PEG Ratio, P/E Ratio, Return on Equity. Thin 2.0% margins leave little buffer for downturns.
Bear Case : MAIR
The primary concerns for MAIR are EPS Growth, Profit Margin, Piotroski F-Score. A P/E of 98.8x leaves little room for execution misses. Debt-to-equity of 510.88 is elevated, increasing financial risk.
Key Dynamics to Monitor
BLDR profiles as a value stock while MAIR is a hypergrowth play — different risk/reward profiles.
MAIR is growing revenue faster at 33.8% — sustainability is the question.
MAIR generates stronger free cash flow (50M), providing more financial flexibility.
Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BLDR scores higher overall (45/100 vs 44/100). Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Builders FirstSource Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Builders FirstSource, Inc., manufactures and supplies building materials, manufactured components, and construction services to professional home builders, subcontractors, remodelers, and consumers in the United States. The company is headquartered in Dallas, Texas.
Visit Website →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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