Quality Investor

Miller Industries, Inc.

Rank #359Hypergrowth

MLR · NYSE · Consumer Cyclical

Miller Industries, Inc. (MLR) — Rank #359 by gross profitability (GP/assets 0.20) · ROE 5.5% · Piotroski F-Score N/A.

As-of 2026-09-15 · CIK 0000924822 · all metrics point-in-time as of the filing date.

About

Miller Industries, Inc., together with its subsidiaries, manufactures and sells towing and recovery equipment.

Show more

It provides wreckers that are used to recover and tow disabled vehicles and other equipment; and car carriers, which are specialized flat-bed vehicles with hydraulic tilt mechanisms, which are used to transport new or disabled vehicles and other equipment. The company also offers transport trailers for moving multiple vehicles for auto auctions, car dealerships, leasing companies, and other similar operations. It markets its products under the Century, Vulcan, Chevron, Holmes, Challenger, Champion, Jige, Boniface, Omars, Titan, and Eagle brand names. The company sells its products through independent distributors in North America, and Canada, Mexico; and through prime contractors to governmental entities. Miller Industries, Inc.

was founded in 1990 and is headquartered in Ooltewah, Tennessee.

Industry
Auto Parts
Sector
Consumer Cyclical
State
TN
Filer Category
Accelerated filer
Fiscal Year End
December 31

Price History

MLR+63.2% · +10.3% CAGRSPY+80.5% · +12.5% CAGR

Company Snapshot

P/S is the primary valuation lens — earnings are reinvested, not available for P/E.

Market Cap

$616.82M

P/E (annual)

27.4

P/S (annual)

0.8

P/B

1.5

P/OCF (annual)

6.2

Shareholder Yield

-0.6%

Employees

1,527

Industry

Auto Parts

Exchange

NYSE

Signal Flags

2 green1 yellow
Revenue growth acceleratingGrowth rate increasing year over year
Sequential beat (rev + EPS)Both revenue and EPS exceeded prior quarter — 2-quarter streak
Dilution above 2%Annual share count increase exceeds 2%. May be acceptable for high-growth companies funding talent via stock compensation

Quality Profile

Profitability

1/1 pass
GP / assets
0.20
Return on equity
5.5%
Gross margin trend
PASS

Safety

1/1 pass
Balance-sheet safety
PASS
Debt / equity
0.45
Current ratio
2.46×
Net cash
$52.47M

Cash Flow

3/3 pass
Positive FCF
PASS
Cash-backed earnings
PASS
Accruals healthy
PASS
SBC / revenue
0.7%

Growth

1/2 pass
Revenue growth
31.5%
Piotroski F-Score
N/A
Share dilution
2.1%

Terry Smith quality gate

Passes 1/5 Terry Smith thresholds

3 of 5 thresholds not computable from filed data.

What Growth Is Priced In

Implied revenue growth (10Y)

-6.1%

incredible deal

The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).

Dilution drag: 2.1% — per-share value needs a total required return of -4.0% once share-count change is priced in.

vs. own 6-year median revenue growth: 10.4%

within its own history

Cost-of-equity sensitivity (implied growth at different discount rates)

r = 8%

-9.6%

r = 10% (base)

-6.1%

r = 12%

-3.1%

Net debt / market cap: -8.3%

Base FCF: $85M3Y mean FCF: -$2.2M

Valuation History

Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.

P / E

Price / diluted EPS

12.6xCheap
8.0xmed 16.1x30.3x

P / S

Price / revenue per share

0.5xFair
0.0xmed 0.5x0.8x

P / B

Price / book value per share

1.4xExpensive
0.0xmed 1.3x1.5x

P / GP

Price / gross profit per share

4.3xFair
0.0xmed 4.3x5.2x

P / FCF

Price / free cash flow per share

N/A
0.0xmed 12.5x55.9x

Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.

Profitability

Gross profitability (GP / assets)

0.20

Primary signal (Novy-Marx).

52nd pctl of 22 SIC 37 peers

Return on equity

5.5%

Gross margin

15.2%

19th pctl of 22 SIC 37 peers

Revenue growth (YoY)

31.5%

Gross margin improving

Margin trend vs prior year.

PASS

Operating Leverage

2014201520162017
Revenue vs COGS
Revenue vs OpEx
Op. Income vs Revenue

Growth

Revenue CAGR (3Y)

Revenue CAGR (5Y)

Earnings CAGR (3Y)

4.2%

FCF CAGR (3Y)

Anti-fragile safety

Balance-sheet safety

Composite anti-fragile check.

PASS

Debt / equity

0.45

95th pctl of 21 SIC 37 peers (best = lowest)

Current ratio

2.46×

57th pctl of 22 SIC 37 peers

Quick ratio

Net cash

$52.47M

Cash & equivalents minus total debt.

Cash-flow health

Free cash flow

$85.01M

Operating cash flow minus capex.

Positive free cash flow

PASS

FCF / net income

2.69

Cash-backing of earnings.

FCF/NI divergence

Unfavorable divergence (yellow flag).

PASS

Accruals healthy

Cash-backed earnings.

PASS

SBC / revenue

0.7%

Stock-based comp intensity.

Dividend safety

Composite score

4.0 / 5

Strong
Payout ratio
39.8%4/5 Strong
FCF coverage
9.29×5/5 Strong
Dividend growth streak
10 yr5/5 Strong
Balance-sheet health
D/E 0.45 · IC N/A2/5 Fair

Piotroski F-Score

F-Score

N/A

Only 8/9 components determinable.

Lifecycle Phase History

20122017
Decline
Capital Return
Op. Leverage
Value