WallStSmart

HNI Corp (HNI)vsMohawk Industries Inc (MHK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Mohawk Industries Inc generates 206% more annual revenue ($10.99B vs $3.59B). MHK leads profitability with a 3.8% profit margin vs 0.0%. HNI appears more attractively valued with a PEG of 0.41. MHK earns a higher WallStSmart Score of 69/100 (B-).

HNI

Buy

58

out of 100

Grade: C

Growth: 6.0Profit: 4.0Value: 6.0Quality: 5.0

MHK

Strong Buy

69

out of 100

Grade: B-

Growth: 6.0Profit: 5.0Value: 8.0Quality: 6.3
Piotroski: 3/9
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

HNIUndervalued (+9.3%)

Margin of Safety

+9.3%

Fair Value

$57.01

Current Price

$33.61

$23.40 discount

UndervaluedFair: $57.01Overvalued
MHKUndervalued (+24.1%)

Margin of Safety

+24.1%

Fair Value

$177.69

Current Price

$103.83

$73.86 discount

UndervaluedFair: $177.69Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

HNI3 strengths · Avg: 10.0/10
PEG RatioValuation
0.4110/10

Growing faster than its price suggests

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
124.7%10/10

Revenue surging 124.7% year-over-year

MHK4 strengths · Avg: 9.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

EPS GrowthGrowth
65.2%10/10

Earnings expanding 65.2% YoY

PEG RatioValuation
0.648/10

Growing faster than its price suggests

P/E RatioValuation
15.4x8/10

Attractively priced relative to earnings

Areas to Watch

HNI4 concerns · Avg: 2.5/10
Return on EquityProfitability
0.1%3/10

ROE of 0.1% — below average capital efficiency

Profit MarginProfitability
0.0%3/10

0.0% margin — thin

P/E RatioValuation
128.5x2/10

Premium valuation, high expectations priced in

EPS GrowthGrowth
-10.2%2/10

Earnings declined 10.2%

MHK3 concerns · Avg: 3.0/10
Return on EquityProfitability
5.1%3/10

ROE of 5.1% — below average capital efficiency

Profit MarginProfitability
3.8%3/10

3.8% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : HNI

The strongest argument for HNI centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 124.7% demonstrates continued momentum. PEG of 0.41 suggests the stock is reasonably priced for its growth.

Bull Case : MHK

The strongest argument for MHK centers on Price/Book, EPS Growth, PEG Ratio. PEG of 0.64 suggests the stock is reasonably priced for its growth.

Bear Case : HNI

The primary concerns for HNI are Return on Equity, Profit Margin, P/E Ratio. A P/E of 128.5x leaves little room for execution misses. Thin 0.0% margins leave little buffer for downturns.

Bear Case : MHK

The primary concerns for MHK are Return on Equity, Profit Margin, Piotroski F-Score. Thin 3.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

HNI profiles as a hypergrowth stock while MHK is a value play — different risk/reward profiles.

MHK carries more volatility with a beta of 1.21 — expect wider price swings.

HNI is growing revenue faster at 124.7% — sustainability is the question.

MHK generates stronger free cash flow (8M), providing more financial flexibility.

Bottom Line

MHK scores higher overall (69/100 vs 58/100). Both earn "Strong 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.

HNI Corp

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

HNI Corporation manufactures and sells workplace furniture and residential construction products in the United States, Canada, China, Hong Kong, India, Mexico, Dubai, Taiwan, and Singapore. The company is headquartered in Muscatine, Iowa.

Mohawk Industries Inc

CONSUMER CYCLICAL · FURNISHINGS, FIXTURES & APPLIANCES · USA

Mohawk Industries is an American flooring manufacturer based in Calhoun, Georgia, United States. Mohawk produces floor covering products for residential and commercial applications in North America and residential applications in Europe.

Visit Website →

Want to dig deeper into these stocks?