WallStSmart

Ferrovial SE (FER)vsOPAL Fuels Inc (OPAL)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ferrovial SE generates 2801% more annual revenue ($9.86B vs $339.89M). FER leads profitability with a 6.2% profit margin vs 5.5%. FER earns a higher WallStSmart Score of 38/100 (F).

FER

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 5.5Value: 3.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.94

OPAL

Hold

35

out of 100

Grade: F

Growth: 4.7Profit: 5.5Value: 6.7Quality: 4.5
Piotroski: 4/9Altman Z: 1.07
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for FER.

OPALUndervalued (+46.6%)

Margin of Safety

+46.6%

Fair Value

$4.44

Current Price

$1.89

$2.55 discount

UndervaluedFair: $4.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FER0 strengths · Avg: 0/10

No standout strengths identified

OPAL2 strengths · Avg: 9.0/10
Return on EquityProfitability
54.4%10/10

Every $100 of equity generates 54 in profit

Price/BookValuation
2.2x8/10

Reasonable price relative to book value

Areas to Watch

FER4 concerns · Avg: 2.5/10
Profit MarginProfitability
6.2%3/10

6.2% margin — thin

Debt/EquityHealth
1.863/10

Elevated debt levels

PEG RatioValuation
8.642/10

Expensive relative to growth rate

P/E RatioValuation
58.9x2/10

Premium valuation, high expectations priced in

OPAL4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.7%4/10

3.7% revenue growth

Market CapQuality
$347.77M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
5.5%3/10

5.5% margin — thin

Operating MarginProfitability
2.1%3/10

Operating margin of 2.1%

Comparative Analysis Report

WallStSmart Research

Bull Case : FER

FER has a balanced fundamental profile.

Bull Case : OPAL

The strongest argument for OPAL centers on Return on Equity, Price/Book.

Bear Case : FER

The primary concerns for FER are Profit Margin, Debt/Equity, PEG Ratio. A P/E of 58.9x leaves little room for execution misses. Debt-to-equity of 1.86 is elevated, increasing financial risk.

Bear Case : OPAL

The primary concerns for OPAL are Revenue Growth, Market Cap, Profit Margin. Debt-to-equity of 16.38 is elevated, increasing financial risk.

Key Dynamics to Monitor

FER carries more volatility with a beta of 0.78 — expect wider price swings.

FER is growing revenue faster at 5.2% — sustainability is the question.

FER generates stronger free cash flow (733M), providing more financial flexibility.

Monitor ENGINEERING & CONSTRUCTION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

FER scores higher overall (38/100 vs 35/100). OPAL offers better value entry with a 46.6% margin of safety. 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.

Ferrovial SE

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

Ferrovial SE, engages in the development, construction, and operation of highways and airports in the United States, Poland, Spain, the United Kingdom, Canada, and internationally. The company is headquartered in Amsterdam, the Netherlands.

OPAL Fuels Inc

INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA

OPAL Fuels Inc. is a leading innovator in the renewable natural gas (RNG) sector, specializing in the transformation of organic waste into sustainable energy solutions that align with a low-carbon future. The company boasts a robust portfolio of RNG production facilities and strategic partnerships, enhancing its operational efficiencies and market reach. With a strong commitment to advanced technologies and innovative practices, OPAL Fuels is uniquely positioned to capitalize on the growing demand for eco-friendly energy alternatives, underscoring its potential for significant value creation in the evolving energy landscape.

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