WallStSmart

Geo Group Inc (GEO)vsMSA Safety (MSA)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Geo Group Inc generates 43% more annual revenue ($2.73B vs $1.92B). MSA leads profitability with a 15.2% profit margin vs 10.0%. MSA appears more attractively valued with a PEG of 0.99. MSA earns a higher WallStSmart Score of 74/100 (B).

GEO

Strong Buy

69

out of 100

Grade: B-

Growth: 7.3Profit: 6.5Value: 7.3Quality: 6.5
Piotroski: 5/9Altman Z: 1.72

MSA

Strong Buy

74

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 6.3Quality: 8.0
Piotroski: 3/9Altman Z: 3.06
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

GEOUndervalued (+66.8%)

Margin of Safety

+66.8%

Fair Value

$47.69

Current Price

$25.31

$22.38 discount

UndervaluedFair: $47.69Overvalued

Intrinsic value data unavailable for MSA.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GEO4 strengths · Avg: 8.5/10
EPS GrowthGrowth
106.5%10/10

Earnings expanding 106.5% YoY

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
16.6%8/10

16.6% revenue growth

MSA5 strengths · Avg: 8.6/10
Altman Z-ScoreHealth
3.0610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
21.4%9/10

Every $100 of equity generates 21 in profit

PEG RatioValuation
0.998/10

Growing faster than its price suggests

Operating MarginProfitability
22.4%8/10

Strong operational efficiency at 22.4%

EPS GrowthGrowth
21.2%8/10

Earnings expanding 21.2% YoY

Areas to Watch

GEO3 concerns · Avg: 3.7/10
PEG RatioValuation
1.884/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.724/10

Distress zone — elevated risk

Debt/EquityHealth
1.113/10

Elevated debt levels

MSA1 concerns · Avg: 3.0/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : GEO

The strongest argument for GEO centers on EPS Growth, P/E Ratio, Price/Book. Revenue growth of 16.6% demonstrates continued momentum.

Bull Case : MSA

The strongest argument for MSA centers on Altman Z-Score, Return on Equity, PEG Ratio. Profitability is solid with margins at 15.2% and operating margin at 22.4%. PEG of 0.99 suggests the stock is reasonably priced for its growth.

Bear Case : GEO

The primary concerns for GEO are PEG Ratio, Altman Z-Score, Debt/Equity.

Bear Case : MSA

The primary concerns for MSA are Piotroski F-Score.

Key Dynamics to Monitor

GEO profiles as a growth stock while MSA is a mature play — different risk/reward profiles.

MSA carries more volatility with a beta of 0.95 — expect wider price swings.

GEO is growing revenue faster at 16.6% — sustainability is the question.

GEO generates stronger free cash flow (135M), providing more financial flexibility.

Bottom Line

MSA scores higher overall (74/100 vs 69/100), backed by strong 15.2% margins. GEO offers better value entry with a 66.8% margin of safety. Both earn "Strong Buy" and "Strong 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.

Geo Group Inc

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

The GEO Group (NYSE: GEO) is the first fully integrated capital real estate investment trust specializing in the design, financing, development and operation of secure facilities, processing centers and community re-entry centers in the United States, Australia, South Africa, and the United Kingdom.

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MSA Safety

INDUSTRIALS · SECURITY & PROTECTION SERVICES · USA

MSA Safety Incorporated develops, manufactures, and supplies safety products that protect people and facility infrastructure in the oil, gas, petrochemical, fire, construction, industrial manufacturing, utility, military, and mining industries in America. North, Latin America and internationally. . The company is headquartered in Cranberry Township, Pennsylvania.

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