Lennox International Inc (LII)vsPerma-Pipe International Holdings Inc (PPIH)
LII
Lennox International Inc
$481.68
+0.99%
INDUSTRIALS · Cap: $16.73B
PPIH
Perma-Pipe International Holdings Inc
$31.17
+3.08%
INDUSTRIALS · Cap: $261.03M
Smart Verdict
WallStSmart Research — data-driven comparison
Lennox International Inc generates 2488% more annual revenue ($5.20B vs $200.78M). LII leads profitability with a 15.5% profit margin vs 6.9%. LII appears more attractively valued with a PEG of 1.37. PPIH earns a higher WallStSmart Score of 67/100 (B-).
LII
Buy56
out of 100
Grade: C
PPIH
Strong Buy67
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-259.6%
Fair Value
$155.04
Current Price
$481.68
$326.64 premium
Margin of Safety
+58.3%
Fair Value
$80.03
Current Price
$31.17
$48.86 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 76 in profit
Safe zone — low bankruptcy risk
Revenue surging 47.1% year-over-year
Earnings expanding 148.4% YoY
Every $100 of equity generates 21 in profit
Reasonable price relative to book value
Areas to Watch
Trading at 14.4x book value
Weak financial health signals
Revenue declined 11.2%
Earnings declined 17.9%
Smaller company, higher risk/reward
6.9% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull 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 1.37 suggests the stock is reasonably priced for its growth.
Bull Case : PPIH
The strongest argument for PPIH centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 47.1% demonstrates continued momentum.
Bear Case : LII
The primary concerns for LII are Price/Book, Piotroski F-Score, Revenue Growth.
Bear Case : PPIH
The primary concerns for PPIH are Market Cap, Profit Margin, PEG Ratio.
Key Dynamics to Monitor
LII profiles as a declining stock while PPIH is a hypergrowth play — different risk/reward profiles.
LII carries more volatility with a beta of 1.14 — expect wider price swings.
PPIH is growing revenue faster at 47.1% — sustainability is the question.
LII generates stronger free cash flow (377M), providing more financial flexibility.
Bottom Line
PPIH scores higher overall (67/100 vs 56/100) and 47.1% revenue growth. 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.
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.
Perma-Pipe International Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Perma-Pipe International Holdings, Inc. designs, manufactures, and sells leak detection systems and specialty piping. The company is headquartered in Niles, Illinois.
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