Deluxe Corporation (DLX)vsValmont Industries Inc (VMI)
DLX
Deluxe Corporation
$23.62
-0.08%
INDUSTRIALS · Cap: $1.08B
VMI
Valmont Industries Inc
$483.44
+1.36%
INDUSTRIALS · Cap: $9.28B
Smart Verdict
WallStSmart Research — data-driven comparison
Valmont Industries Inc generates 100% more annual revenue ($4.23B vs $2.11B). VMI leads profitability with a 11.7% profit margin vs 4.8%. DLX appears more attractively valued with a PEG of 0.46. VMI earns a higher WallStSmart Score of 65/100 (C+).
DLX
Buy57
out of 100
Grade: C
VMI
Buy65
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.2%
Fair Value
$38.20
Current Price
$23.62
$14.58 discount
Intrinsic value data unavailable for VMI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Safe zone — low bankruptcy risk
Every $100 of equity generates 21 in profit
Growing faster than its price suggests
Earnings expanding 27.5% YoY
Areas to Watch
Smaller company, higher risk/reward
4.8% margin — thin
Revenue declined 4.2%
Earnings declined 17.7%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DLX
The strongest argument for DLX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.46 suggests the stock is reasonably priced for its growth.
Bull Case : VMI
The strongest argument for VMI centers on Altman Z-Score, Return on Equity, PEG Ratio. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : DLX
The primary concerns for DLX are Market Cap, Profit Margin, Revenue Growth. Debt-to-equity of 2.07 is elevated, increasing financial risk. Thin 4.8% margins leave little buffer for downturns.
Bear Case : VMI
The primary concerns for VMI are Piotroski F-Score.
Key Dynamics to Monitor
VMI carries more volatility with a beta of 1.34 — expect wider price swings.
VMI is growing revenue faster at 6.5% — sustainability is the question.
VMI generates stronger free cash flow (112M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VMI scores higher overall (65/100 vs 57/100). DLX offers better value entry with a 31.2% margin of safety. Both earn "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.
Deluxe Corporation
INDUSTRIALS · CONGLOMERATES · USA
Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.
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.
Visit Website →Compare with Other CONGLOMERATES Stocks
Want to dig deeper into these stocks?