Trane Technologies plc (TT)vsAdvanced Drainage Systems Inc (WMS)
TT
Trane Technologies plc
$410.36
-3.00%
INDUSTRIALS · Cap: $90.99B
WMS
Advanced Drainage Systems Inc
$137.86
+4.29%
INDUSTRIALS · Cap: $10.30B
Smart Verdict
WallStSmart Research — data-driven comparison
Trane Technologies plc generates 613% more annual revenue ($21.32B vs $2.99B). WMS leads profitability with a 15.8% profit margin vs 13.7%. WMS appears more attractively valued with a PEG of 1.12. WMS earns a higher WallStSmart Score of 66/100 (B-).
TT
Buy52
out of 100
Grade: C-
WMS
Strong Buy66
out of 100
Grade: B-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-429.3%
Fair Value
$89.28
Current Price
$410.36
$321.08 premium
Margin of Safety
+3.4%
Fair Value
$179.34
Current Price
$137.86
$41.48 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 37 in profit
Large-cap with strong market position
Generating 1.1B in free cash flow
Revenue surging 40.0% year-over-year
Every $100 of equity generates 28 in profit
Strong operational efficiency at 21.0%
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 10.6x book value
Earnings declined 50.0%
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : TT
The strongest argument for TT centers on Return on Equity, Market Cap, Free Cash Flow.
Bull Case : WMS
The strongest argument for WMS centers on Revenue Growth, Return on Equity, Operating Margin. Profitability is solid with margins at 15.8% and operating margin at 21.0%. Revenue growth of 40.0% demonstrates continued momentum.
Bear Case : TT
The primary concerns for TT are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : WMS
No major red flags identified for WMS, but monitor valuation.
Key Dynamics to Monitor
TT profiles as a value stock while WMS is a growth play — different risk/reward profiles.
WMS carries more volatility with a beta of 1.30 — expect wider price swings.
WMS is growing revenue faster at 40.0% — sustainability is the question.
TT generates stronger free cash flow (1.1B), providing more financial flexibility.
Bottom Line
WMS scores higher overall (66/100 vs 52/100), backed by strong 15.8% margins and 40.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Trane Technologies plc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Trane Technologies plc is an American Irish domiciled diversified industrial manufacturing company. It is headquartered near Dublin, Ireland.
Advanced Drainage Systems Inc
INDUSTRIALS · BUILDING PRODUCTS & EQUIPMENT · USA
Advanced Drainage Systems, Inc. designs, manufactures and markets thermoplastic corrugated pipe and related water management products and drainage solutions for use in the underground construction and infrastructure market in the United States, Canada, Mexico and internationally. The company is headquartered in Hilliard, Ohio.
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