Qnity Electronics, Inc (Q)vsRush Enterprises A Inc (RUSHA)
Q
Qnity Electronics, Inc
$143.59
-3.91%
TECHNOLOGY · Cap: $30.10B
RUSHA
Rush Enterprises A Inc
$72.31
+1.42%
CONSUMER CYCLICAL · Cap: $5.58B
Smart Verdict
WallStSmart Research — data-driven comparison
Rush Enterprises A Inc generates 53% more annual revenue ($7.27B vs $4.75B). Q leads profitability with a 14.6% profit margin vs 3.6%. Q appears more attractively valued with a PEG of 2.86. Q earns a higher WallStSmart Score of 49/100 (D+).
Q
Hold49
out of 100
Grade: D+
RUSHA
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-9.0%
Fair Value
$105.09
Current Price
$143.59
$38.50 premium
Margin of Safety
+55.8%
Fair Value
$164.81
Current Price
$72.31
$92.50 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Safe zone — low bankruptcy risk
Reasonable price relative to book value
Areas to Watch
ROE of 8.0% — below average capital efficiency
Expensive relative to growth rate
Premium valuation, high expectations priced in
Earnings declined 52.8%
3.6% margin — thin
Operating margin of 4.9%
Expensive relative to growth rate
Revenue declined 9.0%
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : RUSHA
The strongest argument for RUSHA centers on Altman Z-Score, Price/Book.
Bear Case : Q
The primary concerns for Q are Return on Equity, PEG Ratio, P/E Ratio. A P/E of 43.5x leaves little room for execution misses.
Bear Case : RUSHA
The primary concerns for RUSHA are Profit Margin, Operating Margin, PEG Ratio. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
Q is growing revenue faster at 8.1% — sustainability is the question.
Q generates stronger free cash flow (420M), providing more financial flexibility.
Monitor SEMICONDUCTOR EQUIPMENT & MATERIALS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
Q scores higher overall (49/100 vs 47/100). RUSHA offers better value entry with a 55.8% margin of safety. Both earn "Hold" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Qnity Electronics, Inc
TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS · USA
IQVIA Holdings Inc. provides integrated information and technology-enabled healthcare services in the Americas, Europe, Africa, and Asia-Pacific. The company is headquartered in Durham, North Carolina.
Rush Enterprises A Inc
CONSUMER CYCLICAL · AUTO & TRUCK DEALERSHIPS · USA
Rush Enterprises, Inc. is an integrated retailer of commercial vehicles and related services in the United States. The company is headquartered in New Braunfels, Texas.
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