WallStSmart

Hudbay Minerals Inc. (HBM)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valmont Industries Inc generates 86% more annual revenue ($4.10B vs $2.21B). HBM leads profitability with a 25.7% profit margin vs 8.5%. VMI appears more attractively valued with a PEG of 1.55. HBM earns a higher WallStSmart Score of 75/100 (B).

HBM

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 8.5Value: 10.0Quality: 5.0
Piotroski: 2/9Altman Z: 1.39

VMI

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 7.0Value: 10.0Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HBMUndervalued (+60.8%)

Margin of Safety

+60.8%

Fair Value

$67.39

Current Price

$20.02

$47.37 discount

UndervaluedFair: $67.39Overvalued
VMIUndervalued (+39.1%)

Margin of Safety

+39.1%

Fair Value

$785.30

Current Price

$406.39

$378.91 discount

UndervaluedFair: $785.30Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HBM5 strengths · Avg: 8.2/10
Profit MarginProfitability
25.7%9/10

Keeps 26 of every $100 in revenue as profit

P/E RatioValuation
13.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Operating MarginProfitability
29.8%8/10

Strong operational efficiency at 29.8%

Revenue GrowthGrowth
25.3%8/10

Revenue surging 25.3% year-over-year

VMI3 strengths · Avg: 9.7/10
EPS GrowthGrowth
135.3%10/10

Earnings expanding 135.3% YoY

Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Return on EquityProfitability
21.9%9/10

Every $100 of equity generates 22 in profit

Areas to Watch

HBM3 concerns · Avg: 3.0/10
PEG RatioValuation
2.094/10

Expensive relative to growth rate

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.392/10

Distress zone — elevated risk

VMI3 concerns · Avg: 3.7/10
PEG RatioValuation
1.554/10

Expensive relative to growth rate

Revenue GrowthGrowth
0.1%4/10

0.1% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HBM

The strongest argument for HBM centers on Profit Margin, P/E Ratio, Price/Book. Profitability is solid with margins at 25.7% and operating margin at 29.8%. Revenue growth of 25.3% demonstrates continued momentum.

Bull Case : VMI

The strongest argument for VMI centers on EPS Growth, Debt/Equity, Return on Equity.

Bear Case : HBM

The primary concerns for HBM are PEG Ratio, Piotroski F-Score, Altman Z-Score.

Bear Case : VMI

The primary concerns for VMI are PEG Ratio, Revenue Growth, Piotroski F-Score.

Key Dynamics to Monitor

HBM profiles as a growth stock while VMI is a value play — different risk/reward profiles.

HBM carries more volatility with a beta of 2.03 — expect wider price swings.

HBM is growing revenue faster at 25.3% — sustainability is the question.

VMI generates stronger free cash flow (70M), providing more financial flexibility.

Bottom Line

HBM scores higher overall (75/100 vs 63/100), backed by strong 25.7% margins and 25.3% revenue growth. VMI offers better value entry with a 39.1% margin of safety. 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.

Hudbay Minerals Inc.

BASIC MATERIALS · COPPER · USA

Hudbay Minerals Inc., a diversified mining company, focuses on the discovery, production and marketing of base and precious metals in North and South America. The company is headquartered in Toronto, Canada.

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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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