WallStSmart

H B Fuller Company (FUL)vsMaterion Corporation (MTRN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

H B Fuller Company generates 67% more annual revenue ($3.51B vs $2.10B). FUL leads profitability with a 5.3% profit margin vs 4.3%. MTRN appears more attractively valued with a PEG of 1.28. FUL earns a higher WallStSmart Score of 64/100 (C+).

FUL

Buy

64

out of 100

Grade: C+

Growth: 6.0Profit: 5.5Value: 4.7Quality: 6.0
Piotroski: 4/9Altman Z: 1.94

MTRN

Buy

58

out of 100

Grade: C

Growth: 8.0Profit: 5.5Value: 4.3Quality: 6.5
Piotroski: 3/9Altman Z: 2.91
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

FULSignificantly Overvalued (-15.6%)

Margin of Safety

-15.6%

Fair Value

$57.89

Current Price

$51.60

$6.29 premium

UndervaluedFair: $57.89Overvalued

Intrinsic value data unavailable for MTRN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FUL3 strengths · Avg: 9.3/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
61.8%10/10

Earnings expanding 61.8% YoY

P/E RatioValuation
15.8x8/10

Attractively priced relative to earnings

MTRN2 strengths · Avg: 10.0/10
Revenue GrowthGrowth
42.2%10/10

Revenue surging 42.2% year-over-year

EPS GrowthGrowth
52.1%10/10

Earnings expanding 52.1% YoY

Areas to Watch

FUL3 concerns · Avg: 3.7/10
PEG RatioValuation
2.204/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.944/10

Grey zone — moderate risk

Profit MarginProfitability
5.3%3/10

5.3% margin — thin

MTRN3 concerns · Avg: 2.7/10
Profit MarginProfitability
4.3%3/10

4.3% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

P/E RatioValuation
55.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : FUL

The strongest argument for FUL centers on Price/Book, EPS Growth, P/E Ratio.

Bull Case : MTRN

The strongest argument for MTRN centers on Revenue Growth, EPS Growth. Revenue growth of 42.2% demonstrates continued momentum. PEG of 1.28 suggests the stock is reasonably priced for its growth.

Bear Case : FUL

The primary concerns for FUL are PEG Ratio, Altman Z-Score, Profit Margin.

Bear Case : MTRN

The primary concerns for MTRN are Profit Margin, Piotroski F-Score, P/E Ratio. A P/E of 55.5x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.

Key Dynamics to Monitor

FUL profiles as a value stock while MTRN is a hypergrowth play — different risk/reward profiles.

MTRN carries more volatility with a beta of 1.07 — expect wider price swings.

MTRN is growing revenue faster at 42.2% — sustainability is the question.

FUL generates stronger free cash flow (74M), providing more financial flexibility.

Bottom Line

FUL scores higher overall (64/100 vs 58/100). 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.

H B Fuller Company

BASIC MATERIALS · SPECIALTY CHEMICALS · USA

HB Fuller Company formulates, manufactures and markets adhesives, sealants, coatings, polymers, tapes, encapsulants, additives and other specialty chemicals worldwide. The company is headquartered in Saint Paul, Minnesota.

Materion Corporation

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Materion Corporation (MTRN) is a premier provider of advanced materials, specializing in high-performance metals and alloys essential for key sectors including aerospace, defense, telecommunications, and electronics. The company is recognized for its innovative applications of beryllium and copper, along with a diverse portfolio of specialty coatings that adhere to the highest industry standards. Driven by a robust commitment to research and development and bolstered by strategic partnerships, Materion is well-positioned to enhance its competitive edge and achieve sustainable growth through customized, innovative solutions tailored to meet the evolving needs of its varied clientele.

Want to dig deeper into these stocks?