Cintas Corporation (CTAS)vsGlobal Payments Inc (GPN)
CTAS
Cintas Corporation
$179.34
-1.37%
INDUSTRIALS · Cap: $77.50B
GPN
Global Payments Inc
$68.50
+0.47%
INDUSTRIALS · Cap: $20.27B
Smart Verdict
WallStSmart Research — data-driven comparison
Cintas Corporation generates 40% more annual revenue ($10.79B vs $7.71B). GPN leads profitability with a 18.2% profit margin vs 17.6%. GPN appears more attractively valued with a PEG of 0.19. GPN earns a higher WallStSmart Score of 63/100 (C+).
CTAS
Buy58
out of 100
Grade: C
GPN
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-77.4%
Fair Value
$112.97
Current Price
$179.34
$66.37 premium
Margin of Safety
-125.5%
Fair Value
$32.03
Current Price
$68.50
$36.47 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 43 in profit
Safe zone — low bankruptcy risk
Large-cap with strong market position
Strong operational efficiency at 23.4%
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
Trading at 16.1x book value
Expensive relative to growth rate
Premium valuation, high expectations priced in
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 : CTAS
The strongest argument for CTAS centers on Return on Equity, Altman Z-Score, Market Cap. Profitability is solid with margins at 17.6% and operating margin at 23.4%.
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 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : CTAS
The primary concerns for CTAS are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.6x leaves little room for execution misses.
Bear Case : GPN
The primary concerns for GPN are Revenue Growth, Return on Equity, EPS Growth.
Key Dynamics to Monitor
CTAS profiles as a mature stock while GPN is a value play — different risk/reward profiles.
CTAS carries more volatility with a beta of 0.94 — expect wider price swings.
CTAS is growing revenue faster at 9.3% — sustainability is the question.
CTAS generates stronger free cash flow (425M), providing more financial flexibility.
Bottom Line
GPN scores higher overall (63/100 vs 58/100), backed by strong 18.2% margins. 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.
Cintas Corporation
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Cintas Corporation is an American corporation headquartered in Cincinnati, Ohio, which provides a range of products and services to businesses including uniforms, mats, mops, cleaning and restroom supplies, first aid and safety products, fire extinguishers and testing, and safety courses.
Global Payments Inc
INDUSTRIALS · SPECIALTY BUSINESS SERVICES · USA
Global Payments Inc. is an American company providing financial technology services globally headquartered in Atlanta, Georgia.
Visit Website →Compare with Other SPECIALTY BUSINESS SERVICES Stocks
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