WallStSmart

Carrier Global Corp (CARR)vsLatham Group Inc (SWIM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Carrier Global Corp generates 3884% more annual revenue ($21.75B vs $545.91M). CARR leads profitability with a 6.8% profit margin vs 2.0%. CARR trades at a lower P/E of 34.7x. SWIM earns a higher WallStSmart Score of 50/100 (C-).

CARR

Hold

45

out of 100

Grade: D

Growth: 3.3Profit: 5.0Value: 7.3Quality: 6.0
Piotroski: 2/9Altman Z: 1.62

SWIM

Buy

50

out of 100

Grade: C-

Growth: 6.0Profit: 3.5Value: 3.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CARRSignificantly Overvalued (-483.8%)

Margin of Safety

-483.8%

Fair Value

$11.49

Current Price

$59.25

$47.76 premium

UndervaluedFair: $11.49Overvalued
SWIMSignificantly Overvalued (-57.7%)

Margin of Safety

-57.7%

Fair Value

$4.21

Current Price

$5.62

$1.41 premium

UndervaluedFair: $4.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CARR0 strengths · Avg: 0/10

No standout strengths identified

SWIM2 strengths · Avg: 8.0/10
Price/BookValuation
1.6x8/10

Reasonable price relative to book value

EPS GrowthGrowth
39.2%8/10

Earnings expanding 39.2% YoY

Areas to Watch

CARR4 concerns · Avg: 3.5/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Altman Z-ScoreHealth
1.624/10

Distress zone — elevated risk

Profit MarginProfitability
6.8%3/10

6.8% margin — thin

Operating MarginProfitability
1.9%3/10

Operating margin of 1.9%

SWIM4 concerns · Avg: 2.8/10
Market CapQuality
$670.24M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
2.8%3/10

ROE of 2.8% — below average capital efficiency

Profit MarginProfitability
2.0%3/10

2.0% margin — thin

P/E RatioValuation
63.8x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : CARR

PEG of 1.39 suggests the stock is reasonably priced for its growth.

Bull Case : SWIM

The strongest argument for SWIM centers on Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum.

Bear Case : CARR

The primary concerns for CARR are P/E Ratio, Altman Z-Score, Profit Margin.

Bear Case : SWIM

The primary concerns for SWIM are Market Cap, Return on Equity, Profit Margin. A P/E of 63.8x leaves little room for execution misses. Thin 2.0% margins leave little buffer for downturns.

Key Dynamics to Monitor

SWIM carries more volatility with a beta of 1.70 — expect wider price swings.

SWIM is growing revenue faster at 14.5% — sustainability is the question.

CARR generates stronger free cash flow (882M), providing more financial flexibility.

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

Bottom Line

SWIM scores higher overall (50/100 vs 45/100) and 14.5% revenue growth. Both earn "Buy" 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.

Carrier Global Corp

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Carrier Global Corporation is an American multinational home appliances corporation based in Palm Beach Gardens, Florida.

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Latham Group Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Latham Group, Inc. designs, manufactures and markets residential inground swimming pools. The company is headquartered in Latham, New York.

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