Valmont Industries, Inc.
Rank #167HypergrowthVMI · NYSE · Industrials
Valmont Industries, Inc. (VMI) — Rank #167 by gross profitability (GP/assets 0.36) · ROE 20.3% · Piotroski F-Score 7 / 9.
As-of 2026-09-15 · CIK 0000102729 · all metrics point-in-time as of the filing date.
About
Valmont Industries, Inc. operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally.
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The company operates in two segments, Infrastructure and Agriculture. It manufactures and distributes steel, pre-stressed concrete, composite structures for electrical transmission, substation, and distribution applications; and designs, engineers, and manufactures metal, steel, wood, aluminum, and composite poles and structures for lighting and transportation applications. The company also offers galvanizing and painting, and powder coating services for paint products; towers, small cell structures, camouflage concealment solutions, passive intermodulation mitigation equipment, and components for wireless communication markets; and solar single-axis tracker product, an integrated system of steel structures, electric motors, and electronic controllers, as well as provides coatings services to protect metal products. In addition, it manufactures center pivot components and linear irrigation equipment for the agricultural markets, such as parts and tubular products for industrial customers; advanced technology solutions for agricultural sector; mechanical irrigation equipment and service parts under the Valley brand name. Valmont Industries, Inc.
was founded in 1946 and is headquartered in Omaha, Nebraska.
- Industry
- Conglomerates
- Sector
- Industrials
- State
- DE
- Filer Category
- Large accelerated filer
- Fiscal Year End
- December 26
- Website
- valmont.com
Price History
Company Snapshot
P/S is the primary valuation lens — earnings are reinvested, not available for P/E.
Market Cap
$9.15B
P/E (annual)
28.1
P/S (annual)
2.2
P/B
5.3
P/OCF (annual)
20.0
Shareholder Yield
25.5%
Employees
10,791
Industry
Conglomerates
Exchange
NYSE
Signal Flags
Quality Profile
Profitability
1/1 passSafety
1/1 passCash Flow
2/3 passGrowth
2/2 passTerry Smith quality gate
Passes 0/5 Terry Smith thresholds1 of 5 threshold not computable from filed data.
What Growth Is Priced In
Implied revenue growth (10Y)
13.3%
The annual FCF growth rate today's price requires over a 10-year horizon (discount rate 10%, terminal growth 2.5%).
Buyback tailwind: -24.9% — per-share value needs a total required return of -11.6% once share-count change is priced in.
vs. own 6-year median revenue growth: 36.2%
within its own historyCost-of-equity sensitivity (implied growth at different discount rates)
r = 8%
8.7%
r = 10% (base)
13.3%
r = 12%
17.3%
Net debt / market cap: 6.3%
Valuation History
Current multiple vs historical range at each filing date. Band spans 25th-75th percentile.
P / E
Price / diluted EPS
P / S
Price / revenue per share
P / B
Price / book value per share
P / GP
Price / gross profit per share
P / FCF
Price / free cash flow per share
Earnings bubble check
Current margins may be above sustainable levels — a P/E based on peak earnings can overstate cheapness.
Disclosure regression check
2 previously-disclosed line items are no longer reported. Worth checking the filing for why.
Revenue growth and the path to profitability (margin trend) are the primary reads at this stage.
Profitability
Gross profitability (GP / assets)
0.36
Primary signal (Novy-Marx).
4th of 15 SIC 34 peers
Return on equity
20.3%
Gross margin
30.2%
12th of 15 SIC 34 peers
Revenue growth (YoY)
48.3%
Gross margin improving
Margin trend vs prior year.
Operating Leverage
| 2011 | 2012 | 2021 | 2022 | |
|---|---|---|---|---|
| Revenue vs COGS | ||||
| Revenue vs OpEx | ||||
| Op. Income vs Revenue |
Growth
Revenue CAGR (3Y)
—
Revenue CAGR (5Y)
—
Earnings CAGR (3Y)
11.8%
FCF CAGR (3Y)
—
Anti-fragile safety
Balance-sheet safety
Composite anti-fragile check.
Debt / equity
1.00
10th of 15 SIC 34 peers (best = lowest)
Current ratio
2.35×
9th of 15 SIC 34 peers
Quick ratio
1.04×
Net cash
-$591.63M
Cash & equivalents minus total debt.
Cash-flow health
Free cash flow
$311.45M
Operating cash flow minus capex.
Positive free cash flow
FCF / net income
-0.11
Cash-backing of earnings.
FCF/NI divergence
Unfavorable divergence (yellow flag).
Accruals healthy
Cash-backed earnings.
SBC / revenue
0.6%
Stock-based comp intensity.
Dividend safety
Composite score
3.0 / 5
Piotroski F-Score
F-Score
7 / 9
Fundamental-strength score (0-9).