WallStSmart

Hillman Solutions Corp (HLMN)vsRBC Bearings Incorporated (RBC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

RBC Bearings Incorporated generates 15% more annual revenue ($1.79B vs $1.55B). RBC leads profitability with a 15.0% profit margin vs 2.6%. HLMN trades at a lower P/E of 42.1x. RBC earns a higher WallStSmart Score of 58/100 (C).

HLMN

Hold

48

out of 100

Grade: D+

Growth: 8.0Profit: 5.0Value: 6.3Quality: 7.5
Piotroski: 4/9Altman Z: 1.57

RBC

Buy

58

out of 100

Grade: C

Growth: 8.7Profit: 7.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HLMNOvervalued (-10.0%)

Margin of Safety

-10.0%

Fair Value

$9.36

Current Price

$8.42

$0.94 premium

UndervaluedFair: $9.36Overvalued
RBCSignificantly Overvalued (-90.5%)

Margin of Safety

-90.5%

Fair Value

$289.00

Current Price

$561.66

$272.66 premium

UndervaluedFair: $289.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HLMN2 strengths · Avg: 10.0/10
Price/BookValuation
1.3x10/10

Reasonable price relative to book value

EPS GrowthGrowth
209.7%10/10

Earnings expanding 209.7% YoY

RBC2 strengths · Avg: 8.0/10
Operating MarginProfitability
22.4%8/10

Strong operational efficiency at 22.4%

Revenue GrowthGrowth
17.0%8/10

17.0% revenue growth

Areas to Watch

HLMN4 concerns · Avg: 3.5/10
Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Altman Z-ScoreHealth
1.574/10

Distress zone — elevated risk

Market CapQuality
$1.66B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
3.3%3/10

ROE of 3.3% — below average capital efficiency

RBC1 concerns · Avg: 2.0/10
P/E RatioValuation
62.5x2/10

Premium valuation, high expectations priced in

Comparative Analysis Report

WallStSmart Research

Bull Case : HLMN

The strongest argument for HLMN centers on Price/Book, EPS Growth.

Bull Case : RBC

The strongest argument for RBC centers on Operating Margin, Revenue Growth. Revenue growth of 17.0% demonstrates continued momentum. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bear Case : HLMN

The primary concerns for HLMN are Revenue Growth, Altman Z-Score, Market Cap. A P/E of 42.1x leaves little room for execution misses. Thin 2.6% margins leave little buffer for downturns.

Bear Case : RBC

The primary concerns for RBC are P/E Ratio. A P/E of 62.5x leaves little room for execution misses.

Key Dynamics to Monitor

HLMN profiles as a value stock while RBC is a growth play — different risk/reward profiles.

HLMN carries more volatility with a beta of 1.70 — expect wider price swings.

RBC is growing revenue faster at 17.0% — sustainability is the question.

RBC generates stronger free cash flow (99M), providing more financial flexibility.

Bottom Line

RBC scores higher overall (58/100 vs 48/100) and 17.0% revenue growth. Both earn "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.

Hillman Solutions Corp

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Hillman Solutions Corp (HLMN) is a leading provider of innovative hardware and home improvement solutions, focusing on fasteners, keys, plumbing products, and identification systems for both professional and retail markets. The company leverages advanced technology and an extensive distribution network to enhance operational efficiency and customer satisfaction. Hillman's dedication to continuous product innovation and strategic acquisitions positions it for long-term growth in an evolving competitive landscape. As consumer demand for convenience and accessibility rises, Hillman Solutions Corp is well-prepared to adapt and generate significant shareholder value.

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RBC Bearings Incorporated

INDUSTRIALS · TOOLS & ACCESSORIES · USA

Regal Beloit Corporation designs, manufactures and sells electric motors, electric motion controls, and power generation and transmission products worldwide. The company is headquartered in Beloit, Wisconsin.

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