WallStSmart

Almonty Industries Inc. Common Shares (ALM)vsValhi Inc (VHI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valhi Inc generates 2422% more annual revenue ($2.16B vs $85.80M). ALM leads profitability with a 125.2% profit margin vs -2.4%. VHI earns a higher WallStSmart Score of 58/100 (C).

ALM

Buy

57

out of 100

Grade: C

Growth: 6.7Profit: 6.5Value: 4.0Quality: 5.5
Piotroski: 4/9Altman Z: 0.58

VHI

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 3.5Value: 7.0Quality: 7.5
Piotroski: 4/9Altman Z: 2.09
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for ALM.

VHIUndervalued (+8.9%)

Margin of Safety

+8.9%

Fair Value

$17.21

Current Price

$18.26

$1.05 discount

UndervaluedFair: $17.21Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ALM3 strengths · Avg: 10.0/10
Profit MarginProfitability
125.2%10/10

Keeps 125 of every $100 in revenue as profit

Operating MarginProfitability
37.5%10/10

Strong operational efficiency at 37.5%

Revenue GrowthGrowth
497.7%10/10

Revenue surging 497.7% year-over-year

VHI3 strengths · Avg: 10.0/10
PEG RatioValuation
0.3210/10

Growing faster than its price suggests

Price/BookValuation
0.5x10/10

Reasonable price relative to book value

EPS GrowthGrowth
2500.0%10/10

Earnings expanding 2500.0% YoY

Areas to Watch

ALM4 concerns · Avg: 3.3/10
Price/BookValuation
10.7x4/10

Trading at 10.7x book value

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Debt/EquityHealth
1.473/10

Elevated debt levels

P/E RatioValuation
87.3x2/10

Premium valuation, high expectations priced in

VHI3 concerns · Avg: 2.0/10
Market CapQuality
$504.97M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-3.6%2/10

ROE of -3.6% — below average capital efficiency

Profit MarginProfitability
-2.4%1/10

Currently unprofitable

Comparative Analysis Report

WallStSmart Research

Bull Case : ALM

The strongest argument for ALM centers on Profit Margin, Operating Margin, Revenue Growth. Profitability is solid with margins at 125.2% and operating margin at 37.5%. Revenue growth of 497.7% demonstrates continued momentum.

Bull Case : VHI

The strongest argument for VHI centers on PEG Ratio, Price/Book, EPS Growth. Revenue growth of 12.2% demonstrates continued momentum. PEG of 0.32 suggests the stock is reasonably priced for its growth.

Bear Case : ALM

The primary concerns for ALM are Price/Book, EPS Growth, Debt/Equity. A P/E of 87.3x leaves little room for execution misses.

Bear Case : VHI

The primary concerns for VHI are Market Cap, Return on Equity, Profit Margin.

Key Dynamics to Monitor

ALM profiles as a growth stock while VHI is a turnaround play — different risk/reward profiles.

ALM carries more volatility with a beta of 1.39 — expect wider price swings.

ALM is growing revenue faster at 497.7% — sustainability is the question.

VHI generates stronger free cash flow (42M), providing more financial flexibility.

Bottom Line

VHI scores higher overall (58/100 vs 57/100) and 12.2% revenue growth. Both earn "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.

Almonty Industries Inc. Common Shares

BASIC MATERIALS · OTHER INDUSTRIAL METALS & MINING · USA

Almonty Industries Inc. engages in mining, processing, and shipping of tungsten concentrates. The company is headquartered in Dillon, Montana.

Valhi Inc

BASIC MATERIALS · CHEMICALS · USA

Valhi, Inc. engages in the chemicals, components, and real estate development and management businesses in Asia Pacific, Europe, North America, and internationally.

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