WallStSmart

Madison Air Solutions Corporation (MAIR)vsUbiquiti Networks Inc (UI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Madison Air Solutions Corporation generates 12% more annual revenue ($3.34B vs $2.97B). UI leads profitability with a 29.9% profit margin vs 2.9%. UI trades at a lower P/E of 69.5x. UI earns a higher WallStSmart Score of 71/100 (B).

MAIR

Avoid

35

out of 100

Grade: F

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

UI

Strong Buy

71

out of 100

Grade: B

Growth: 9.3Profit: 10.0Value: 3.3Quality: 7.3
Piotroski: 5/9Altman Z: 5.14
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MAIR.

UISignificantly Overvalued (-85.1%)

Margin of Safety

-85.1%

Fair Value

$385.30

Current Price

$1028.31

$643.01 premium

UndervaluedFair: $385.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAIR0 strengths · Avg: 0/10

No standout strengths identified

UI6 strengths · Avg: 9.8/10
Return on EquityProfitability
136.1%10/10

Every $100 of equity generates 136 in profit

Operating MarginProfitability
35.9%10/10

Strong operational efficiency at 35.9%

Revenue GrowthGrowth
35.8%10/10

Revenue surging 35.8% year-over-year

EPS GrowthGrowth
70.8%10/10

Earnings expanding 70.8% YoY

Altman Z-ScoreHealth
5.1410/10

Safe zone — low bankruptcy risk

Market CapQuality
$61.72B9/10

Large-cap with strong market position

Areas to Watch

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
114.8x2/10

Premium valuation, high expectations priced in

UI2 concerns · Avg: 2.0/10
P/E RatioValuation
69.5x2/10

Premium valuation, high expectations priced in

Price/BookValuation
61.2x2/10

Trading at 61.2x book value

Comparative Analysis Report

WallStSmart Research

Bull Case : MAIR

MAIR has a balanced fundamental profile.

Bull Case : UI

The strongest argument for UI centers on Return on Equity, Operating Margin, Revenue Growth. Profitability is solid with margins at 29.9% and operating margin at 35.9%. Revenue growth of 35.8% demonstrates continued momentum.

Bear Case : MAIR

The primary concerns for MAIR are Revenue Growth, EPS Growth, Profit Margin. A P/E of 114.8x leaves little room for execution misses. Thin 2.9% margins leave little buffer for downturns.

Bear Case : UI

The primary concerns for UI are P/E Ratio, Price/Book. A P/E of 69.5x leaves little room for execution misses.

Key Dynamics to Monitor

MAIR profiles as a value stock while UI is a growth play — different risk/reward profiles.

UI is growing revenue faster at 35.8% — 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

UI scores higher overall (71/100 vs 35/100), backed by strong 29.9% margins and 35.8% revenue growth. Both earn "Strong 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.

Madison Air Solutions Corporation

INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA

None

Ubiquiti Networks Inc

TECHNOLOGY · COMMUNICATION EQUIPMENT · USA

Ubiquiti Inc. develops network technology for service providers, businesses and consumers. The company is headquartered in New York, New York.

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