WallStSmart

Madison Air Solutions Corporation (MAIR)vsGibraltar Industries Inc (ROCK)

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Smart Verdict

WallStSmart Research — data-driven comparison

Madison Air Solutions Corporation generates 159% more annual revenue ($3.75B vs $1.45B). MAIR leads profitability with a 3.7% profit margin vs -10.4%. ROCK trades at a lower P/E of 19.0x. ROCK earns a higher WallStSmart Score of 61/100 (C+).

MAIR

Buy

60

out of 100

Grade: C

Growth: 8.7Profit: 5.5Value: 4.0Quality: 4.5
Piotroski: 3/9Altman Z: 0.70

ROCK

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 4.5Value: 5.3Quality: 5.5
Piotroski: 2/9Altman Z: 3.46
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MAIR.

ROCKSignificantly Overvalued (-72.2%)

Margin of Safety

-72.2%

Fair Value

$31.43

Current Price

$32.47

$1.04 premium

UndervaluedFair: $31.43Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAIR2 strengths · Avg: 9.0/10
EPS GrowthGrowth
111.9%10/10

Earnings expanding 111.9% YoY

Revenue GrowthGrowth
20.9%8/10

Revenue surging 20.9% year-over-year

ROCK4 strengths · Avg: 9.5/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
64.6%10/10

Revenue surging 64.6% year-over-year

Altman Z-ScoreHealth
3.4610/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.548/10

Growing faster than its price suggests

Areas to Watch

MAIR4 concerns · Avg: 2.8/10
Return on EquityProfitability
4.5%3/10

ROE of 4.5% — below average capital efficiency

Profit MarginProfitability
3.7%3/10

3.7% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
50.1x2/10

Premium valuation, high expectations priced in

ROCK4 concerns · Avg: 3.0/10
Market CapQuality
$1.14B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
1.0%3/10

ROE of 1.0% — below average capital efficiency

Debt/EquityHealth
1.543/10

Elevated debt levels

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : MAIR

The strongest argument for MAIR centers on EPS Growth, Revenue Growth. Revenue growth of 20.9% demonstrates continued momentum.

Bull Case : ROCK

The strongest argument for ROCK centers on Price/Book, Revenue Growth, Altman Z-Score. Revenue growth of 64.6% demonstrates continued momentum. PEG of 0.54 suggests the stock is reasonably priced for its growth.

Bear Case : MAIR

The primary concerns for MAIR are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 50.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.

Bear Case : ROCK

The primary concerns for ROCK are Market Cap, Return on Equity, Debt/Equity. Debt-to-equity of 1.54 is elevated, increasing financial risk.

Key Dynamics to Monitor

MAIR profiles as a growth stock while ROCK is a hypergrowth play — different risk/reward profiles.

ROCK is growing revenue faster at 64.6% — sustainability is the question.

MAIR generates stronger free cash flow (85M), providing more financial flexibility.

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

Bottom Line

ROCK scores higher overall (61/100 vs 60/100) and 64.6% 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.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Madison Air Solutions Corporation (MAIR) operates at the forefront of the HVAC industry, offering state-of-the-art air handling and ventilation systems tailored for both residential and commercial applications. Committed to delivering high-efficiency air quality solutions, the company emphasizes energy conservation and indoor environmental enhancement, aligning with global sustainability initiatives. With a diverse portfolio of innovative products and strategic alliances, Madison Air is well-positioned for robust growth in response to the rising demand for eco-friendly HVAC solutions. As the market landscape evolves, MAIR is strategically poised to harness its technological expertise and solid market presence to seize emerging opportunities.

Gibraltar Industries Inc

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

Gibraltar Industries, Inc. manufactures and distributes construction products for the renewable energy, conservation, residential and infrastructure markets in North America and Asia. The company is headquartered in Buffalo, New York.

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