WallStSmart

Valmont Industries Inc (VMI)vsWilliams Companies Inc (WMB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Williams Companies Inc generates 188% more annual revenue ($11.83B vs $4.10B). WMB leads profitability with a 22.1% profit margin vs 8.5%. VMI appears more attractively valued with a PEG of 1.55. WMB earns a higher WallStSmart Score of 67/100 (B-).

VMI

Buy

63

out of 100

Grade: C+

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

WMB

Strong Buy

67

out of 100

Grade: B-

Growth: 6.7Profit: 8.0Value: 9.3Quality: 3.3
Piotroski: 3/9Altman Z: 0.37
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

VMIUndervalued (+39.1%)

Margin of Safety

+39.1%

Fair Value

$785.30

Current Price

$406.39

$378.91 discount

UndervaluedFair: $785.30Overvalued
WMBUndervalued (+29.0%)

Margin of Safety

+29.0%

Fair Value

$100.15

Current Price

$73.81

$26.34 discount

UndervaluedFair: $100.15Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

WMB4 strengths · Avg: 9.5/10
Operating MarginProfitability
41.2%10/10

Strong operational efficiency at 41.2%

EPS GrowthGrowth
50.8%10/10

Earnings expanding 50.8% YoY

Market CapQuality
$90.96B9/10

Large-cap with strong market position

Profit MarginProfitability
22.1%9/10

Keeps 22 of every $100 in revenue as profit

Areas to Watch

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

WMB4 concerns · Avg: 3.3/10
PEG RatioValuation
2.474/10

Expensive relative to growth rate

P/E RatioValuation
34.8x4/10

Premium valuation, high expectations priced in

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-485.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : VMI

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

Bull Case : WMB

The strongest argument for WMB centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 22.1% and operating margin at 41.2%.

Bear Case : VMI

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

Bear Case : WMB

The primary concerns for WMB are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

VMI profiles as a value stock while WMB is a mature play — different risk/reward profiles.

VMI carries more volatility with a beta of 1.21 — expect wider price swings.

WMB is growing revenue faster at 8.7% — sustainability is the question.

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

Bottom Line

WMB scores higher overall (67/100 vs 63/100), backed by strong 22.1% margins. 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.

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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Williams Companies Inc

ENERGY · OIL & GAS MIDSTREAM · USA

The Williams Companies, Inc., is an American energy company based in Tulsa, Oklahoma. Its core business is natural gas processing and transportation, with additional petroleum and electricity generation assets.

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