Qnity Electronics, Inc (Q)vsUniversal Corporation (UVV)
Q
Qnity Electronics, Inc
$120.26
+1.62%
TECHNOLOGY · Cap: $24.81B
UVV
Universal Corporation
$51.95
+1.11%
CONSUMER DEFENSIVE · Cap: $1.32B
Smart Verdict
WallStSmart Research — data-driven comparison
Qnity Electronics, Inc generates 59% more annual revenue ($4.75B vs $2.99B). Q leads profitability with a 14.6% profit margin vs 3.7%. Q appears more attractively valued with a PEG of 2.41. UVV earns a higher WallStSmart Score of 61/100 (C+).
Q
Hold49
out of 100
Grade: D+
UVV
Buy61
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-410.3%
Fair Value
$22.44
Current Price
$120.26
$97.82 premium
Margin of Safety
+74.6%
Fair Value
$207.79
Current Price
$51.95
$155.84 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 20.4%
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 32.0% YoY
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 8.0% — below average capital efficiency
Earnings declined 52.8%
Smaller company, higher risk/reward
3.7% margin — thin
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : Q
The strongest argument for Q centers on Operating Margin.
Bull Case : UVV
The strongest argument for UVV centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : Q
The primary concerns for Q are PEG Ratio, P/E Ratio, Return on Equity.
Bear Case : UVV
The primary concerns for UVV are Market Cap, Profit Margin, PEG Ratio. Thin 3.7% 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
UVV scores higher overall (61/100 vs 49/100). Both earn "Buy" 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.
Universal Corporation
CONSUMER DEFENSIVE · TOBACCO · USA
Universal Corporation processes and supplies leaf tobacco and plant ingredients worldwide. The company is headquartered in Richmond, Virginia.
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