WallStSmart

Alliance Laundry Holdings Inc. (ALH)vsMohawk Industries Inc (MHK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mohawk Industries Inc generates 531% more annual revenue ($10.79B vs $1.71B). ALH leads profitability with a 5.9% profit margin vs 3.4%. MHK trades at a lower P/E of 17.2x. MHK earns a higher WallStSmart Score of 55/100 (C-).

ALH

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 5.0Value: 5.7Quality: 5.0

MHK

Buy

55

out of 100

Grade: C-

Growth: 2.7Profit: 5.0Value: 7.3Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ALHSignificantly Overvalued (-533.9%)

Margin of Safety

-533.9%

Fair Value

$3.81

Current Price

$20.12

$16.31 premium

UndervaluedFair: $3.81Overvalued
MHKSignificantly Overvalued (-234.6%)

Margin of Safety

-234.6%

Fair Value

$40.32

Current Price

$101.95

$61.63 premium

UndervaluedFair: $40.32Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALH0 strengths · Avg: 0/10

No standout strengths identified

MHK3 strengths · Avg: 8.7/10
Price/BookValuation
0.7x10/10

Reasonable price relative to book value

PEG RatioValuation
0.648/10

Growing faster than its price suggests

P/E RatioValuation
17.2x8/10

Attractively priced relative to earnings

Areas to Watch

ALH4 concerns · Avg: 3.5/10
P/E RatioValuation
34.7x4/10

Premium valuation, high expectations priced in

Price/BookValuation
10.1x4/10

Trading at 10.1x book value

Return on EquityProfitability
1.8%3/10

ROE of 1.8% — below average capital efficiency

Profit MarginProfitability
5.9%3/10

5.9% margin — thin

MHK4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

Return on EquityProfitability
4.7%3/10

ROE of 4.7% — below average capital efficiency

Profit MarginProfitability
3.4%3/10

3.4% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ALH

Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : MHK

The strongest argument for MHK centers on Price/Book, PEG Ratio, P/E Ratio. PEG of 0.64 suggests the stock is reasonably priced for its growth.

Bear Case : ALH

The primary concerns for ALH are P/E Ratio, Price/Book, Return on Equity.

Bear Case : MHK

The primary concerns for MHK are Revenue Growth, Return on Equity, Profit Margin. Thin 3.4% margins leave little buffer for downturns.

Key Dynamics to Monitor

ALH is growing revenue faster at 10.1% — sustainability is the question.

MHK generates stronger free cash flow (265M), providing more financial flexibility.

Monitor FURNISHINGS, FIXTURES & APPLIANCES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MHK scores higher overall (55/100 vs 47/100). 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.

Alliance Laundry Holdings Inc.

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems and service parts under the Speed Queen, UniMac, Huebsch, Primus, and IPSO brands in North America and internationally. The company is headquartered in Ripon, Wisconsin.

Mohawk Industries Inc

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

Mohawk Industries is an American flooring manufacturer based in Calhoun, Georgia, United States. Mohawk produces floor covering products for residential and commercial applications in North America and residential applications in Europe.

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