WallStSmart

Hayward Holdings Inc (HAYW)vsHubbell Inc (HUBB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Hubbell Inc generates 421% more annual revenue ($5.84B vs $1.12B). HUBB leads profitability with a 15.2% profit margin vs 13.5%. HAYW appears more attractively valued with a PEG of 1.57. HAYW earns a higher WallStSmart Score of 67/100 (B-).

HAYW

Strong Buy

67

out of 100

Grade: B-

Growth: 5.3Profit: 7.0Value: 10.0Quality: 6.8
Piotroski: 5/9Altman Z: 1.69

HUBB

Buy

61

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 8.0Quality: 5.5
Piotroski: 4/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HAYWUndervalued (+45.2%)

Margin of Safety

+45.2%

Fair Value

$30.84

Current Price

$13.93

$16.91 discount

UndervaluedFair: $30.84Overvalued
HUBBOvervalued (-8.1%)

Margin of Safety

-8.1%

Fair Value

$477.39

Current Price

$503.20

$25.81 premium

UndervaluedFair: $477.39Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HAYW3 strengths · Avg: 8.0/10
Price/BookValuation
1.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.0%8/10

Strong operational efficiency at 26.0%

EPS GrowthGrowth
24.1%8/10

Earnings expanding 24.1% YoY

HUBB1 strengths · Avg: 9.0/10
Return on EquityProfitability
24.5%9/10

Every $100 of equity generates 25 in profit

Areas to Watch

HAYW3 concerns · Avg: 3.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.694/10

Distress zone — elevated risk

Free Cash FlowQuality
$-35.84M2/10

Negative free cash flow — burning cash

HUBB2 concerns · Avg: 4.0/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

P/E RatioValuation
30.6x4/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : HAYW

The strongest argument for HAYW centers on Price/Book, Operating Margin, EPS Growth.

Bull Case : HUBB

The strongest argument for HUBB centers on Return on Equity. Profitability is solid with margins at 15.2% and operating margin at 19.1%. Revenue growth of 11.9% demonstrates continued momentum.

Bear Case : HAYW

The primary concerns for HAYW are PEG Ratio, Altman Z-Score, Free Cash Flow.

Bear Case : HUBB

The primary concerns for HUBB are PEG Ratio, P/E Ratio.

Key Dynamics to Monitor

HAYW profiles as a value stock while HUBB is a mature play — different risk/reward profiles.

HAYW carries more volatility with a beta of 1.13 — expect wider price swings.

HUBB is growing revenue faster at 11.9% — sustainability is the question.

HUBB generates stronger free cash flow (389M), providing more financial flexibility.

Bottom Line

HAYW scores higher overall (67/100 vs 61/100). Both earn "Strong 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.

Hayward Holdings Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Hayward Holdings, Inc. is a designer, manufacturer and marketer of various pool equipment and associated automation systems. The company is headquartered in Berkeley Heights, New Jersey.

Hubbell Inc

INDUSTRIALS · ELECTRICAL EQUIPMENT & PARTS · USA

Hubbell Incorporated designs, manufactures, and sells electrical and electronic products in the United States and internationally. The company is headquartered in Shelton, Connecticut.

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