HNI Corp (HNI)vsLeggett & Platt Incorporated (LEG)
HNI
HNI Corp
$33.61
-3.14%
CONSUMER CYCLICAL · Cap: $2.50B
LEG
Leggett & Platt Incorporated
$10.06
-2.33%
CONSUMER CYCLICAL · Cap: $1.40B
Smart Verdict
WallStSmart Research — data-driven comparison
Leggett & Platt Incorporated generates 13% more annual revenue ($4.06B vs $3.59B). LEG leads profitability with a 5.8% profit margin vs 0.0%. HNI appears more attractively valued with a PEG of 0.41. LEG earns a higher WallStSmart Score of 63/100 (C+).
HNI
Buy58
out of 100
Grade: C
LEG
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.1%
Fair Value
$56.92
Current Price
$33.61
$23.31 discount
Margin of Safety
+59.3%
Fair Value
$30.48
Current Price
$10.06
$20.42 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 124.7% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 87.7% YoY
Every $100 of equity generates 28 in profit
Areas to Watch
ROE of 0.1% — below average capital efficiency
0.0% margin — thin
Premium valuation, high expectations priced in
Earnings declined 10.2%
Smaller company, higher risk/reward
5.8% margin — thin
Operating margin of 4.7%
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : HNI
The strongest argument for HNI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 124.7% demonstrates continued momentum. PEG of 0.41 suggests the stock is reasonably priced for its growth.
Bull Case : LEG
The strongest argument for LEG centers on P/E Ratio, Price/Book, EPS Growth.
Bear Case : HNI
The primary concerns for HNI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 128.5x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.
Bear Case : LEG
The primary concerns for LEG are Market Cap, Profit Margin, Operating Margin.
Key Dynamics to Monitor
HNI profiles as a hypergrowth stock while LEG is a value play — different risk/reward profiles.
HNI carries more volatility with a beta of 1.00 — expect wider price swings.
HNI is growing revenue faster at 124.7% — sustainability is the question.
LEG generates stronger free cash flow (-80M), providing more financial flexibility.
Bottom Line
LEG scores higher overall (63/100 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.
HNI Corp
CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA
HNI Corporation manufactures and sells workplace furniture and residential construction products in the United States, Canada, China, Hong Kong, India, Mexico, Dubai, Taiwan, and Singapore. The company is headquartered in Muscatine, Iowa.
Leggett & Platt Incorporated
CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA
Leggett & Platt (L&P), based in Carthage, Missouri, is a diversified manufacturer that designs and produces various engineered components and products.
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