British American Tobacco p.l.c. (BTI)vsValmont Industries Inc (VMI)
BTI
British American Tobacco p.l.c.
$58.28
+0.34%
CONSUMER DEFENSIVE · Cap: $125.67B
VMI
Valmont Industries Inc
$510.55
+0.27%
INDUSTRIALS · Cap: $9.88B
Smart Verdict
WallStSmart Research — data-driven comparison
British American Tobacco p.l.c. generates 515% more annual revenue ($25.61B vs $4.16B). BTI leads profitability with a 30.3% profit margin vs 8.9%. BTI appears more attractively valued with a PEG of 1.52. VMI earns a higher WallStSmart Score of 60/100 (C).
BTI
Buy60
out of 100
Grade: C+
VMI
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+23.4%
Fair Value
$78.80
Current Price
$58.28
$20.52 discount
Margin of Safety
-71.5%
Fair Value
$278.61
Current Price
$510.55
$231.94 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 30 of every $100 in revenue as profit
Strong operational efficiency at 34.6%
Large-cap with strong market position
Attractively priced relative to earnings
Generating 3.0B in free cash flow
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Earnings expanding 27.5% YoY
Areas to Watch
Expensive relative to growth rate
Trading at 10.1x book value
0.1% revenue growth
1.6% earnings growth
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : BTI
The strongest argument for BTI centers on Profit Margin, Operating Margin, Market Cap. Profitability is solid with margins at 30.3% and operating margin at 34.6%.
Bull Case : VMI
The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.
Bear Case : BTI
The primary concerns for BTI are PEG Ratio, Price/Book, Revenue Growth.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
VMI carries more volatility with a beta of 1.36 — expect wider price swings.
VMI is growing revenue faster at 6.2% — sustainability is the question.
BTI generates stronger free cash flow (3.0B), providing more financial flexibility.
Monitor TOBACCO industry trends, competitive dynamics, and regulatory changes.
Bottom Line
BTI scores higher overall (60/100 vs 60/100), backed by strong 30.3% margins. 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.
British American Tobacco p.l.c.
CONSUMER DEFENSIVE · TOBACCO · USA
British American Tobacco plc offers tobacco and nicotine products to consumers around the world. The company is headquartered in London, the United Kingdom.
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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