WallStSmart

Madison Air Solutions Corporation (MAIR)vsZepp Health Corp (ZEPP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Madison Air Solutions Corporation generates 1190% more annual revenue ($3.34B vs $258.90M). MAIR leads profitability with a 2.9% profit margin vs -15.5%. ZEPP earns a higher WallStSmart Score of 38/100 (F).

MAIR

Avoid

35

out of 100

Grade: F

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

ZEPP

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for MAIR.

ZEPPUndervalued (+48.9%)

Margin of Safety

+48.9%

Fair Value

$46.96

Current Price

$18.01

$28.95 discount

UndervaluedFair: $46.96Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

MAIR0 strengths · Avg: 0/10

No standout strengths identified

ZEPP2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
43.0%10/10

Revenue surging 43.0% year-over-year

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

ZEPP4 concerns · Avg: 2.3/10
Market CapQuality
$270.28M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-17.2%2/10

ROE of -17.2% — below average capital efficiency

EPS GrowthGrowth
-68.1%2/10

Earnings declined 68.1%

Free Cash FlowQuality
$-26.48M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : MAIR

MAIR has a balanced fundamental profile.

Bull Case : ZEPP

The strongest argument for ZEPP centers on Price/Book, Revenue Growth. Revenue growth of 43.0% 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 : ZEPP

The primary concerns for ZEPP are Market Cap, Return on Equity, EPS Growth.

Key Dynamics to Monitor

MAIR profiles as a value stock while ZEPP is a hypergrowth play — different risk/reward profiles.

ZEPP is growing revenue faster at 43.0% — 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

ZEPP scores higher overall (38/100 vs 35/100) and 43.0% revenue growth. Both earn "Hold" 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

Zepp Health Corp

TECHNOLOGY · CONSUMER ELECTRONICS · China

Zepp Health Corporation, an activity and biometric data-driven company, develops, manufactures and sells smart wearable technology devices in the People's Republic of China. The company is headquartered in Hefei, the People's Republic of China.

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