WallStSmart

Alliance Laundry Holdings Inc. (ALH)vsMohawk Industries Inc (MHK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mohawk Industries Inc generates 543% more annual revenue ($10.99B vs $1.71B). ALH leads profitability with a 6.0% profit margin vs 3.8%. MHK trades at a lower P/E of 15.4x. MHK earns a higher WallStSmart Score of 69/100 (B-).

ALH

Hold

47

out of 100

Grade: D+

Growth: 4.7Profit: 6.5Value: 4.7Quality: 5.0

MHK

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 5.0Value: 8.0Quality: 6.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ALH.

MHKUndervalued (+24.1%)

Margin of Safety

+24.1%

Fair Value

$177.69

Current Price

$103.83

$73.86 discount

UndervaluedFair: $177.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALH1 strengths · Avg: 10.0/10
Return on EquityProfitability
177.3%10/10

Every $100 of equity generates 177 in profit

MHK4 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

PEG RatioValuation
0.648/10

Growing faster than its price suggests

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Areas to Watch

ALH4 concerns · Avg: 2.8/10
Price/BookValuation
12.8x4/10

Trading at 12.8x book value

Profit MarginProfitability
6.0%3/10

6.0% margin — thin

P/E RatioValuation
44.9x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-50.1%2/10

Earnings declined 50.1%

MHK3 concerns · Avg: 3.0/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ALH

The strongest argument for ALH centers on Return on Equity. Revenue growth of 10.1% demonstrates continued momentum.

Bull Case : MHK

The strongest argument for MHK centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.64 suggests the stock is reasonably priced for its growth.

Bear Case : ALH

The primary concerns for ALH are Price/Book, Profit Margin, P/E Ratio. A P/E of 44.9x leaves little room for execution misses.

Bear Case : MHK

The primary concerns for MHK are Return on Equity, Profit Margin, Piotroski F-Score. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

ALH is growing revenue faster at 10.1% — sustainability is the question.

ALH generates stronger free cash flow (71M), providing more financial flexibility.

Monitor FURNISHINGS, FIXTURES & APPLIANCES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

MHK scores higher overall (69/100 vs 47/100). Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Alliance Laundry Holdings Inc.

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

Alliance Laundry Holdings Inc. designs, manufactures, and sells commercial laundry systems and service parts under the Speed Queen, UniMac, Huebsch, Primus, and IPSO brands in North America and internationally. The company is headquartered in Ripon, Wisconsin.

Mohawk Industries Inc

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

Mohawk Industries is an American flooring manufacturer based in Calhoun, Georgia, United States. Mohawk produces floor covering products for residential and commercial applications in North America and residential applications in Europe.

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