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Valmont Industries Inc. (VMI) Stock Fundamental Analysis & AI Rating 2026

VMI NYSE Fabricated Structural Metal Products DE CIK: 0000102729
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-27
BUY
70% Conf
Pending
Analysis scheduled

📊 VMI Key Takeaways

Revenue: $4.1B
Net Margin: 8.5%
Free Cash Flow: $311.4M
Current Ratio: 2.35x
Debt/Equity: 0.49x
EPS: $16.79
AI Rating: BUY with 70% confidence
Valmont Industries Inc. (VMI) receives a BUY rating with 70% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $4.1B, net profit margin of 8.5%, and return on equity (ROE) of 21.5%, Valmont Industries Inc. demonstrates strong fundamentals in the Materials sector. Below is our complete VMI stock analysis for 2026.

Is Valmont Industries Inc. (VMI) a Good Investment?

Claude

Valmont demonstrates strong fundamental health with excellent profitability (21.5% ROE, 10.4% ROA) and robust free cash flow generation ($311.4M), supported by conservative leverage and solid interest coverage. However, stagnant revenue growth (+0.7% YoY) and declining diluted EPS (-2.3% YoY) indicate a mature business with limited organic growth, warranting a measured stance despite financial stability.

Why Buy Valmont Industries Inc. Stock? VMI Key Strengths

Claude
  • + Exceptional capital efficiency with 21.5% ROE and 10.4% ROA demonstrating strong management execution
  • + Conservative balance sheet with 0.49x debt-to-equity ratio and 25.6x interest coverage providing financial flexibility
  • + Consistent free cash flow generation of $311.4M with healthy 2.35x current ratio and strong liquidity position

VMI Stock Risks: Valmont Industries Inc. Investment Risks

Claude
  • ! Anemic revenue growth of only 0.7% YoY indicates mature market with limited topline expansion opportunity
  • ! Declining diluted EPS despite 4.6% net income growth suggests shareholder dilution or non-recurring tax benefits masking underlying weakness
  • ! Significant long-term debt of $795.7M creates dependency on sustained cash generation with limited margin for operational deterioration

Key Metrics to Watch

Claude
  • * Revenue growth acceleration and order book trends
  • * Free cash flow sustainability and cash conversion ratio
  • * Debt reduction trajectory and leverage optimization

Valmont Industries Inc. (VMI) Financial Metrics & Key Ratios

Revenue
$4.1B
Net Income
$350.3M
EPS (Diluted)
$16.79
Free Cash Flow
$311.4M
Total Assets
$3.4B
Cash Position
$187.1M

💡 AI Analyst Insight

Strong liquidity with a 2.35x current ratio provides a solid financial cushion.

VMI Profit Margin, ROE & Profitability Analysis

Gross Margin 30.2%
Operating Margin 10.1%
Net Margin 8.5%
ROE 21.5%
ROA 10.4%
FCF Margin 7.6%

VMI vs Materials Sector: How Valmont Industries Inc. Compares

How Valmont Industries Inc. compares to Materials sector averages

Net Margin
VMI 8.5%
vs
Sector Avg 10.0%
VMI Sector
ROE
VMI 21.5%
vs
Sector Avg 14.0%
VMI Sector
Current Ratio
VMI 2.4x
vs
Sector Avg 1.6x
VMI Sector
Debt/Equity
VMI 0.5x
vs
Sector Avg 0.6x
VMI Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Valmont Industries Inc. Stock Overvalued? VMI Valuation Analysis 2026

Based on fundamental analysis, Valmont Industries Inc. has mixed fundamental signals relative to the Materials sector in 2026.

Return on Equity
21.5%
Sector avg: 14%
Net Profit Margin
8.5%
Sector avg: 10%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.49x
Sector avg: 0.6x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Valmont Industries Inc. Balance Sheet: VMI Debt, Cash & Liquidity

Current Ratio
2.35x
Quick Ratio
1.58x
Debt/Equity
0.49x
Debt/Assets
51.3%
Interest Coverage
25.62x
Long-term Debt
$795.7M

VMI Revenue & Earnings Growth: 5-Year Financial Trend

VMI 5-year financial data: Year 2019: Revenue $3.5B, Net Income N/A, EPS $5.11. Year 2022: Revenue $4.3B, Net Income N/A, EPS $6.57. Year 2023: Revenue $4.3B, Net Income $195.6M, EPS $9.10. Year 2024: Revenue $4.3B, Net Income $250.9M, EPS $11.62. Year 2025: Revenue $4.2B, Net Income $150.8M, EPS $6.78.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Valmont Industries Inc.'s revenue has grown significantly by 19% over the 5-year period, indicating strong business expansion. The most recent EPS of $6.78 reflects profitable operations.

VMI Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
7.6%
Free cash flow / Revenue

VMI Quarterly Earnings & Performance

Quarterly financial performance data for Valmont Industries Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.0B -$4.0M $4.11
Q2 2025 $1.0B -$4.0M $-1.53
Q1 2025 $969.3M $87.3M $4.32
Q3 2024 $1.0B -$49.0M $-2.34
Q2 2024 $1.0B $74.5M $4.21
Q1 2024 $977.8M $74.5M $3.47
Q3 2023 $1.1B N/A $-2.34
Q2 2023 $1.0B N/A $3.53

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Valmont Industries Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$456.5M
Cash generated from operations
Stock Buybacks
$198.1M
Shares repurchased (TTM)
Capital Expenditures
$145.0M
Investment in assets
Dividends Paid
$52.5M
Returned to shareholders

VMI SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Valmont Industries Inc. (CIK: 0000102729)

📋 Recent SEC Filings

Date Form Document Action
Apr 15, 2026 8-K vmi-20260410x8k.htm View →
Apr 9, 2026 8-K tm2611460d1_8k.htm View →
Mar 11, 2026 DEF 14A tm261352-2_def14a.htm View →
Mar 6, 2026 8-K tm267996d1_8k.htm View →
Feb 25, 2026 4 xslF345X05/form4.xml View →

Frequently Asked Questions about VMI

What is the AI rating for VMI?

Valmont Industries Inc. (VMI) has an AI rating of BUY with 70% confidence, based on fundamental analysis of SEC EDGAR filings.

What are VMI's key strengths?

Claude: Exceptional capital efficiency with 21.5% ROE and 10.4% ROA demonstrating strong management execution. Conservative balance sheet with 0.49x debt-to-equity ratio and 25.6x interest coverage providing financial flexibility.

What are the risks of investing in VMI?

Claude: Anemic revenue growth of only 0.7% YoY indicates mature market with limited topline expansion opportunity. Declining diluted EPS despite 4.6% net income growth suggests shareholder dilution or non-recurring tax benefits masking underlying weakness.

What is VMI's revenue and growth?

Valmont Industries Inc. reported revenue of $4.1B.

Does VMI pay dividends?

Valmont Industries Inc. pays dividends, with $52.5M distributed to shareholders in the trailing twelve months.

Where can I find VMI SEC filings?

Official SEC filings for Valmont Industries Inc. (CIK: 0000102729) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is VMI's EPS?

Valmont Industries Inc. has a diluted EPS of $16.79.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is VMI a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Valmont Industries Inc. has a BUY rating with 70% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is VMI stock overvalued or undervalued?

Valuation metrics for VMI: ROE of 21.5% (sector avg: 14%), net margin of 8.5% (sector avg: 10%). Higher ROE suggests strong returns relative to peers.

Should I buy VMI stock in 2026?

Our dual AI analysis gives Valmont Industries Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is VMI's free cash flow?

Valmont Industries Inc.'s operating cash flow is $456.5M, with capital expenditures of $145.0M. FCF margin is 7.6%.

How does VMI compare to other Materials stocks?

Vs Materials sector averages: Net margin 8.5% (avg: 10%), ROE 21.5% (avg: 14%), current ratio 2.35 (avg: 1.6).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-27 | Powered by Claude AI