WallStSmart

American States Water Company (AWR)vsValmont Industries Inc (VMI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Valmont Industries Inc generates 533% more annual revenue ($4.16B vs $658.07M). AWR leads profitability with a 19.8% profit margin vs 8.9%. VMI appears more attractively valued with a PEG of 1.59. VMI earns a higher WallStSmart Score of 60/100 (C).

AWR

Buy

56

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 4.5
Piotroski: 2/9Altman Z: 1.17

VMI

Buy

60

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 4.0Quality: 6.8
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AWRFair Value (-3.5%)

Margin of Safety

-3.5%

Fair Value

$68.58

Current Price

$75.84

$7.26 premium

UndervaluedFair: $68.58Overvalued
VMISignificantly Overvalued (-72.3%)

Margin of Safety

-72.3%

Fair Value

$277.40

Current Price

$522.81

$245.41 premium

UndervaluedFair: $277.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AWR2 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

VMI3 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Return on EquityProfitability
22.2%9/10

Every $100 of equity generates 22 in profit

EPS GrowthGrowth
27.5%8/10

Earnings expanding 27.5% YoY

Areas to Watch

AWR4 concerns · Avg: 2.3/10
Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
2.712/10

Expensive relative to growth rate

EPS GrowthGrowth
-1.2%2/10

Earnings declined 1.2%

Free Cash FlowQuality
$-35.98M2/10

Negative free cash flow — burning cash

VMI3 concerns · Avg: 3.7/10
PEG RatioValuation
1.594/10

Expensive relative to growth rate

P/E RatioValuation
28.4x4/10

Moderate valuation

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : AWR

The strongest argument for AWR centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.8% and operating margin at 28.8%. Revenue growth of 14.8% demonstrates continued momentum.

Bull Case : VMI

The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.

Bear Case : AWR

The primary concerns for AWR are Piotroski F-Score, PEG Ratio, EPS Growth.

Bear Case : VMI

The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.

Key Dynamics to Monitor

AWR profiles as a mature stock while VMI is a value play — different risk/reward profiles.

VMI carries more volatility with a beta of 1.24 — expect wider price swings.

AWR is growing revenue faster at 14.8% — sustainability is the question.

VMI generates stronger free cash flow (69M), providing more financial flexibility.

Bottom Line

VMI scores higher overall (60/100 vs 56/100). 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.

American States Water Company

UTILITIES · UTILITIES - REGULATED WATER · USA

American States Water Company provides water and electricity services to residential, commercial, industrial and other customers in the United States. The company is headquartered in San Dimas, California.

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Valmont Industries Inc

INDUSTRIALS · CONGLOMERATES · USA

Valmont Industries, Inc. produces and sells metal products manufactured in the United States, Australia, Denmark, and internationally. The company is headquartered in Omaha, Nebraska.

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