WallStSmart

Compass Diversified Holdings (CODI)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valmont Industries Inc generates 125% more annual revenue ($4.16B vs $1.85B). VMI leads profitability with a 8.9% profit margin vs -12.3%. VMI appears more attractively valued with a PEG of 1.25. VMI earns a higher WallStSmart Score of 63/100 (C+).

CODI

Avoid

31

out of 100

Grade: F

Growth: 2.7Profit: 3.0Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: 0.22

VMI

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.5Value: 5.0Quality: 7.0
Piotroski: 3/9Altman Z: 3.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

CODIUndervalued (+75.4%)

Margin of Safety

+75.4%

Fair Value

$27.07

Current Price

$9.85

$17.22 discount

UndervaluedFair: $27.07Overvalued

Intrinsic value data unavailable for VMI.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CODI0 strengths · Avg: 0/10

No standout strengths identified

VMI3 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.8610/10

Safe zone — low bankruptcy risk

Return on EquityProfitability
20.5%9/10

Every $100 of equity generates 21 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Areas to Watch

CODI4 concerns · Avg: 2.5/10
Market CapQuality
$762.89M3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.3%3/10

Operating margin of 4.3%

PEG RatioValuation
2.652/10

Expensive relative to growth rate

Return on EquityProfitability
-51.0%2/10

ROE of -51.0% — below average capital efficiency

VMI2 concerns · Avg: 3.5/10
P/E RatioValuation
30.4x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : CODI

CODI has a balanced fundamental profile.

Bull Case : VMI

The strongest argument for VMI centers on Altman Z-Score, Return on Equity, EPS Growth. PEG of 1.25 suggests the stock is reasonably priced for its growth.

Bear Case : CODI

The primary concerns for CODI are Market Cap, Operating Margin, PEG Ratio. Debt-to-equity of 4.64 is elevated, increasing financial risk.

Bear Case : VMI

The primary concerns for VMI are P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

CODI profiles as a turnaround stock while VMI is a value play — different risk/reward profiles.

VMI carries more volatility with a beta of 1.35 — expect wider price swings.

VMI is growing revenue faster at 6.2% — sustainability is the question.

VMI generates stronger free cash flow (69M), providing more financial flexibility.

Bottom Line

VMI scores higher overall (63/100 vs 31/100). CODI offers better value entry with a 75.4% margin of safety. Both earn "Buy" 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.

Compass Diversified Holdings

INDUSTRIALS · CONGLOMERATES · USA

Compass Diversified Holdings (CODI) is a prominent private equity firm that focuses on acquiring and managing a diverse portfolio of middle-market companies spanning various sectors, including consumer products, industrials, and outdoor goods. With a commitment to operational excellence and strategic enhancements, CODI actively drives sustainable growth and performance improvement across its investments. Leveraging extensive industry expertise and a disciplined investment framework, the firm is well-positioned within the alternative investment landscape, dedicated to creating long-term value and attractive risk-adjusted returns for institutional investors.

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Valmont Industries Inc

INDUSTRIALS · CONGLOMERATES · USA

Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.

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