HNI Corp (HNI)vsMillerKnoll Inc (MLKN)
HNI
HNI Corp
$33.61
-3.14%
CONSUMER CYCLICAL · Cap: $2.50B
MLKN
MillerKnoll Inc
$16.32
-0.37%
CONSUMER CYCLICAL · Cap: $1.12B
Smart Verdict
WallStSmart Research — data-driven comparison
MillerKnoll Inc generates 6% more annual revenue ($3.80B vs $3.59B). MLKN leads profitability with a 0.3% profit margin vs 0.0%. HNI appears more attractively valued with a PEG of 0.41. HNI earns a higher WallStSmart Score of 58/100 (C).
HNI
Buy58
out of 100
Grade: C
MLKN
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+9.3%
Fair Value
$57.01
Current Price
$33.61
$23.40 discount
Margin of Safety
+62.1%
Fair Value
$60.10
Current Price
$16.32
$43.78 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
Reasonable price relative to book value
Growing faster than its price suggests
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
ROE of 1.1% — below average capital efficiency
0.3% margin — thin
Premium valuation, high expectations priced in
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 : 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 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 : MLKN
The primary concerns for MLKN are Market Cap, Return on Equity, Profit Margin. A P/E of 109.2x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.
Key Dynamics to Monitor
HNI profiles as a hypergrowth stock while MLKN is a value play — different risk/reward profiles.
MLKN carries more volatility with a beta of 1.41 — expect wider price swings.
HNI is growing revenue faster at 124.7% — sustainability is the question.
MLKN generates stronger free cash flow (39M), providing more financial flexibility.
Bottom Line
HNI scores higher overall (58/100 vs 55/100) and 124.7% revenue growth. MLKN offers better value entry with a 62.1% 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.
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 innovator in the furniture design and manufacturing sector, renowned for its diverse portfolio that includes prestigious brands catering to both commercial and residential markets. The company's commitment to sustainability and its emphasis on design-driven solutions position it strategically to address the evolving needs of modern workspaces and living environments. By leveraging trends in collaborative design and environmental responsibility, MillerKnoll is well-equipped to facilitate continued growth and deliver substantial long-term value for its investors and stakeholders.
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