WallStSmart

HNI Corp (HNI)vsMillerKnoll Inc (MLKN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

MillerKnoll Inc generates 32% more annual revenue ($3.75B vs $2.84B). HNI leads profitability with a 1.9% profit margin vs -0.7%. HNI appears more attractively valued with a PEG of 0.42. HNI earns a higher WallStSmart Score of 60/100 (C+).

HNI

Buy

60

out of 100

Grade: C+

Growth: 6.0Profit: 5.0Value: 7.3Quality: 5.0

MLKN

Hold

48

out of 100

Grade: D+

Growth: 2.0Profit: 4.0Value: 6.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HNISignificantly Overvalued (-585.0%)

Margin of Safety

-585.0%

Fair Value

$7.55

Current Price

$36.83

$29.28 premium

UndervaluedFair: $7.55Overvalued

Intrinsic value data unavailable for MLKN.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HNI3 strengths · Avg: 10.0/10
PEG RatioValuation
0.4210/10

Growing faster than its price suggests

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
38.3%10/10

Revenue surging 38.3% year-over-year

MLKN2 strengths · Avg: 9.0/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

PEG RatioValuation
0.658/10

Growing faster than its price suggests

Areas to Watch

HNI4 concerns · Avg: 3.0/10
P/E RatioValuation
33.2x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
4.0%3/10

ROE of 4.0% — below average capital efficiency

Profit MarginProfitability
1.9%3/10

1.9% margin — thin

EPS GrowthGrowth
-10.2%2/10

Earnings declined 10.2%

MLKN4 concerns · Avg: 2.3/10
Market CapQuality
$1.22B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-1.6%2/10

ROE of -1.6% — below average capital efficiency

Revenue GrowthGrowth
-1.6%2/10

Revenue declined 1.6%

EPS GrowthGrowth
-28.6%2/10

Earnings declined 28.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : HNI

The strongest argument for HNI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 38.3% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.

Bull Case : MLKN

The strongest argument for MLKN centers on Price/Book, PEG Ratio. PEG of 0.65 suggests the stock is reasonably priced for its growth.

Bear Case : HNI

The primary concerns for HNI are P/E Ratio, Return on Equity, Profit Margin. Thin 1.9% margins leave little buffer for downturns.

Bear Case : MLKN

The primary concerns for MLKN are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

HNI profiles as a hypergrowth stock while MLKN is a turnaround play — different risk/reward profiles.

MLKN carries more volatility with a beta of 1.30 — expect wider price swings.

HNI is growing revenue faster at 38.3% — sustainability is the question.

HNI generates stronger free cash flow (61M), providing more financial flexibility.

Bottom Line

HNI scores higher overall (60/100 vs 48/100) and 38.3% revenue growth. Both earn "Buy" and "Hold" 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.

MillerKnoll Inc

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

MillerKnoll Inc. is a leading global force in the design and manufacturing of modern furniture, boasting a diverse portfolio of esteemed brands that enhance both workplace and residential spaces. Known for its commitment to sustainability and innovation, the company delivers customized solutions that address the evolving needs of clients across various sectors. With a focus on design excellence and collaborative customer engagement, MillerKnoll is well-positioned to leverage emerging trends in workspace transformation and environmental stewardship, effectively navigating the complexities of the contract furniture market to create enduring value for its stakeholders.

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