Limbach Holdings Inc (LMB)vsMasco Corporation (MAS)
LMB
Limbach Holdings Inc
$82.98
+5.64%
INDUSTRIALS · Cap: $903.87M
MAS
Masco Corporation
$61.52
+1.90%
INDUSTRIALS · Cap: $12.53B
Smart Verdict
WallStSmart Research — data-driven comparison
Masco Corporation generates 1069% more annual revenue ($7.56B vs $646.80M). MAS leads profitability with a 10.7% profit margin vs 6.0%. MAS appears more attractively valued with a PEG of 1.66. LMB earns a higher WallStSmart Score of 63/100 (C+).
LMB
Buy63
out of 100
Grade: C+
MAS
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+35.0%
Fair Value
$145.48
Current Price
$82.98
$62.50 discount
Margin of Safety
-191.3%
Fair Value
$26.25
Current Price
$61.52
$35.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 30.1% year-over-year
Every $100 of equity generates 22 in profit
Earnings expanding 23.9% YoY
Every $100 of equity generates 72 in profit
Conservative balance sheet, low leverage
Attractively priced relative to earnings
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
6.0% margin — thin
Expensive relative to growth rate
Revenue declined 1.9%
Earnings declined 5.9%
Comparative Analysis Report
WallStSmart ResearchBull Case : LMB
The strongest argument for LMB centers on Revenue Growth, Return on Equity, EPS Growth. Revenue growth of 30.1% demonstrates continued momentum.
Bull Case : MAS
The strongest argument for MAS centers on Return on Equity, Debt/Equity, P/E Ratio.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, Market Cap, Profit Margin.
Bear Case : MAS
The primary concerns for MAS are PEG Ratio, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
LMB profiles as a hypergrowth stock while MAS is a declining play — different risk/reward profiles.
LMB carries more volatility with a beta of 1.37 — expect wider price swings.
LMB is growing revenue faster at 30.1% — sustainability is the question.
MAS generates stronger free cash flow (371M), providing more financial flexibility.
Bottom Line
LMB scores higher overall (63/100 vs 53/100) and 30.1% revenue growth. Both earn "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.
Limbach Holdings Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Limbach Holdings, Inc. is an integrated building systems solutions company in the United States. The company is headquartered in Pittsburgh, Pennsylvania.
Masco Corporation
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Masco Corporation is a manufacturer of products for the home improvement and new home construction markets.
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