Limbach Holdings Inc (LMB)vsTrane Technologies plc (TT)
LMB
Limbach Holdings Inc
$82.98
+5.64%
INDUSTRIALS · Cap: $903.87M
TT
Trane Technologies plc
$434.00
+0.91%
INDUSTRIALS · Cap: $95.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 3197% more annual revenue ($21.32B vs $646.80M). TT leads profitability with a 13.7% profit margin vs 6.0%. TT appears more attractively valued with a PEG of 2.01. LMB earns a higher WallStSmart Score of 63/100 (C+).
LMB
Buy63
out of 100
Grade: C+
TT
Buy52
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
-428.0%
Fair Value
$89.49
Current Price
$434.00
$344.51 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 37 in profit
Large-cap with strong market position
Generating 1.1B in free cash flow
Areas to Watch
Expensive relative to growth rate
Smaller company, higher risk/reward
6.0% margin — thin
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 11.2x book value
Earnings declined 0.5%
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 : TT
The strongest argument for TT centers on Return on Equity, Market Cap, Free Cash Flow.
Bear Case : LMB
The primary concerns for LMB are PEG Ratio, Market Cap, Profit Margin.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
LMB profiles as a hypergrowth stock while TT is a value 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.
TT generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
LMB scores higher overall (63/100 vs 52/100) 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.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
Compare with Other BUILDING PRODUCTS & EQUIPMENT Stocks
Want to dig deeper into these stocks?