WallStSmart

Lennox International Inc (LII)vsMadison Air Solutions Corporation (MAIR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Lennox International Inc generates 56% more annual revenue ($5.20B vs $3.34B). LII leads profitability with a 15.5% profit margin vs 2.9%. LII trades at a lower P/E of 23.0x. LII earns a higher WallStSmart Score of 56/100 (C).

LII

Buy

56

out of 100

Grade: C

Growth: 2.7Profit: 9.0Value: 4.7Quality: 6.3
Piotroski: 3/9Altman Z: 4.22

MAIR

Avoid

35

out of 100

Grade: F

Growth: 5.3Profit: 6.5Value: 4.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

LIISignificantly Overvalued (-52.5%)

Margin of Safety

-52.5%

Fair Value

$365.66

Current Price

$517.62

$151.96 premium

UndervaluedFair: $365.66Overvalued

Intrinsic value data unavailable for MAIR.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

LII2 strengths · Avg: 10.0/10
Return on EquityProfitability
75.8%10/10

Every $100 of equity generates 76 in profit

Altman Z-ScoreHealth
4.2210/10

Safe zone — low bankruptcy risk

MAIR0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

LII4 concerns · Avg: 2.8/10
Price/BookValuation
15.5x4/10

Trading at 15.5x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Revenue GrowthGrowth
-11.2%2/10

Revenue declined 11.2%

EPS GrowthGrowth
-17.9%2/10

Earnings declined 17.9%

MAIR4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.0%4/10

0.0% revenue growth

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Profit MarginProfitability
2.9%3/10

2.9% margin — thin

P/E RatioValuation
102.9x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : LII

The strongest argument for LII centers on Return on Equity, Altman Z-Score. Profitability is solid with margins at 15.5% and operating margin at 19.8%. PEG of 1.42 suggests the stock is reasonably priced for its growth.

Bull Case : MAIR

MAIR has a balanced fundamental profile.

Bear Case : LII

The primary concerns for LII are Price/Book, Piotroski F-Score, Revenue Growth.

Bear Case : MAIR

The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 102.9x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.

Key Dynamics to Monitor

LII profiles as a declining stock while MAIR is a value play — different risk/reward profiles.

MAIR is growing revenue faster at 0.0% — sustainability is the question.

MAIR generates stronger free cash flow (440M), providing more financial flexibility.

Monitor BUILDING PRODUCTS & EQUIPMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

LII scores higher overall (56/100 vs 35/100), backed by strong 15.5% margins. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Lennox International Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Lennox International Inc. designs, manufactures and markets a range of products for the heating, ventilation, air conditioning and refrigeration markets in the United States, Canada and internationally. The company is headquartered in Richardson, Texas.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

None

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