Deluxe Corporation (DLX)vsValmont Industries Inc (VMI)
DLX
Deluxe Corporation
$25.96
-0.99%
INDUSTRIALS · Cap: $1.18B
VMI
Valmont Industries Inc
$391.96
-1.14%
INDUSTRIALS · Cap: $7.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Valmont Industries Inc generates 92% more annual revenue ($4.10B vs $2.13B). VMI leads profitability with a 8.5% profit margin vs 3.9%. DLX appears more attractively valued with a PEG of 0.55. VMI earns a higher WallStSmart Score of 63/100 (C+).
DLX
Buy55
out of 100
Grade: C-
VMI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-114.6%
Fair Value
$12.24
Current Price
$25.96
$13.72 premium
Margin of Safety
+39.1%
Fair Value
$785.30
Current Price
$391.96
$393.34 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 135.3% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Areas to Watch
2.8% revenue growth
Smaller company, higher risk/reward
3.9% margin — thin
Earnings declined 7.0%
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DLX
The strongest argument for DLX centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.55 suggests the stock is reasonably priced for its growth.
Bull Case : VMI
The strongest argument for VMI centers on EPS Growth, Debt/Equity, Return on Equity.
Bear Case : DLX
The primary concerns for DLX are Revenue Growth, Market Cap, Profit Margin. Thin 3.9% margins leave little buffer for downturns.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
DLX carries more volatility with a beta of 1.35 — expect wider price swings.
VMI is growing revenue faster at 10.0% — sustainability is the question.
DLX generates stronger free cash flow (79M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
VMI scores higher overall (63/100 vs 55/100). 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.
Deluxe Corporation
INDUSTRIALS · CONGLOMERATES · USA
Deluxe Corporation provides technology-based solutions for small businesses and financial institutions in the United States, Canada, Australia, South America, and Europe. The company is headquartered in Shoreview, Minnesota.
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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