Madison Air Solutions Corporation (MAIR)vsWaters Corporation (WAT)
MAIR
Madison Air Solutions Corporation
$39.55
+0.43%
INDUSTRIALS · Cap: $20.14B
WAT
Waters Corporation
$349.53
+1.98%
HEALTHCARE · Cap: $30.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Madison Air Solutions Corporation generates 6% more annual revenue ($3.34B vs $3.17B). WAT leads profitability with a 20.3% profit margin vs 2.9%. WAT trades at a lower P/E of 28.6x. WAT earns a higher WallStSmart Score of 60/100 (C).
MAIR
Avoid35
out of 100
Grade: F
WAT
Buy60
out of 100
Grade: C
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Strong operational efficiency at 33.8%
Safe zone — low bankruptcy risk
Every $100 of equity generates 29 in profit
Keeps 20 of every $100 in revenue as profit
Areas to Watch
0.0% revenue growth
0.0% earnings growth
2.9% margin — thin
Premium valuation, high expectations priced in
Moderate valuation
Trading at 8.1x book value
Earnings declined 3.1%
Comparative Analysis Report
WallStSmart ResearchBull Case : MAIR
MAIR has a balanced fundamental profile.
Bull Case : WAT
The strongest argument for WAT centers on Operating Margin, Altman Z-Score, Return on Equity. Profitability is solid with margins at 20.3% and operating margin at 33.8%. PEG of 1.34 suggests the stock is reasonably priced for its growth.
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 : WAT
The primary concerns for WAT are P/E Ratio, Price/Book, EPS Growth.
Key Dynamics to Monitor
MAIR profiles as a value stock while WAT is a mature play — different risk/reward profiles.
WAT is growing revenue faster at 6.8% — 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
WAT scores higher overall (60/100 vs 35/100), backed by strong 20.3% margins. Both earn "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.
Waters Corporation
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Waters Corporation is a publicly traded Analytical Laboratory instrument and software company headquartered in Milford, Massachusetts.
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