WallStSmart

EVI Industries Inc (EVI)vsFastenal Company (FAST)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Fastenal Company generates 1927% more annual revenue ($8.20B vs $404.47M). FAST leads profitability with a 15.3% profit margin vs 1.5%. EVI appears more attractively valued with a PEG of 0.58. FAST earns a higher WallStSmart Score of 58/100 (C).

EVI

Hold

49

out of 100

Grade: D+

Growth: 6.0Profit: 4.0Value: 4.7Quality: 7.0
Piotroski: 3/9Altman Z: 2.26

FAST

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 9.0Value: 4.7Quality: 7.8
Piotroski: 5/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

EVISignificantly Overvalued (-738.5%)

Margin of Safety

-738.5%

Fair Value

$2.65

Current Price

$20.95

$18.30 premium

UndervaluedFair: $2.65Overvalued
FASTSignificantly Overvalued (-99.0%)

Margin of Safety

-99.0%

Fair Value

$23.63

Current Price

$45.37

$21.74 premium

UndervaluedFair: $23.63Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

EVI3 strengths · Avg: 8.0/10
PEG RatioValuation
0.588/10

Growing faster than its price suggests

Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
15.6%8/10

15.6% revenue growth

FAST3 strengths · Avg: 9.3/10
Return on EquityProfitability
33.3%10/10

Every $100 of equity generates 33 in profit

Market CapQuality
$52.10B9/10

Large-cap with strong market position

Debt/EquityHealth
0.119/10

Conservative balance sheet, low leverage

Areas to Watch

EVI4 concerns · Avg: 3.0/10
Market CapQuality
$291.44M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.4%3/10

ROE of 4.4% — below average capital efficiency

Profit MarginProfitability
1.5%3/10

1.5% margin — thin

Operating MarginProfitability
3.3%3/10

Operating margin of 3.3%

FAST3 concerns · Avg: 2.7/10
Price/BookValuation
13.2x4/10

Trading at 13.2x book value

PEG RatioValuation
3.162/10

Expensive relative to growth rate

P/E RatioValuation
41.6x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : EVI

The strongest argument for EVI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 15.6% demonstrates continued momentum. PEG of 0.58 suggests the stock is reasonably priced for its growth.

Bull Case : FAST

The strongest argument for FAST centers on Return on Equity, Market Cap, Debt/Equity. Profitability is solid with margins at 15.3% and operating margin at 19.0%. Revenue growth of 11.1% demonstrates continued momentum.

Bear Case : EVI

The primary concerns for EVI are Market Cap, Return on Equity, Profit Margin. A P/E of 58.2x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.

Bear Case : FAST

The primary concerns for FAST are Price/Book, PEG Ratio, P/E Ratio. A P/E of 41.6x leaves little room for execution misses.

Key Dynamics to Monitor

EVI profiles as a growth stock while FAST is a mature play — different risk/reward profiles.

FAST carries more volatility with a beta of 0.86 — expect wider price swings.

EVI is growing revenue faster at 15.6% — sustainability is the question.

FAST generates stronger free cash flow (308M), providing more financial flexibility.

Bottom Line

FAST scores higher overall (58/100 vs 49/100), backed by strong 15.3% margins and 11.1% 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.

EVI Industries Inc

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

EVI Industries, Inc. distributes, leases, and rents commercial, industrial, and mobile laundry and dry-cleaning equipment, and steam and hot water boilers in the United States, Canada, the Caribbean, and Latin America. The company is headquartered in Miami, Florida.

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Fastenal Company

INDUSTRIALS · INDUSTRIAL DISTRIBUTION · USA

Fastenal Company is an American company based in Winona, Minnesota. Fastenal's service model centers on approximately 3,200 in-market locations, each providing custom inventory, and a dedicated sales team to support local businesses. Fastenal offers companies supply chain solutions that help business reduce inventory touches, and supply chain waste.

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