Seaboard Corporation (SEB)vsValmont Industries Inc (VMI)
SEB
Seaboard Corporation
$4,922.29
-2.65%
INDUSTRIALS · Cap: $3.85B
VMI
Valmont Industries Inc
$391.96
-1.14%
INDUSTRIALS · Cap: $7.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Seaboard Corporation generates 139% more annual revenue ($9.82B vs $4.10B). VMI leads profitability with a 8.5% profit margin vs 4.0%. SEB appears more attractively valued with a PEG of 0.65. SEB earns a higher WallStSmart Score of 65/100 (B-).
SEB
Strong Buy65
out of 100
Grade: B-
VMI
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+71.0%
Fair Value
$19183.79
Current Price
$4922.29
$14261.50 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Earnings expanding 67.5% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Earnings expanding 135.3% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Areas to Watch
4.0% margin — thin
Operating margin of 3.3%
Expensive relative to growth rate
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : SEB
The strongest argument for SEB centers on P/E Ratio, Price/Book, EPS Growth. Revenue growth of 14.5% demonstrates continued momentum. PEG of 0.65 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 : SEB
The primary concerns for SEB are Profit Margin, Operating Margin. Thin 4.0% margins leave little buffer for downturns.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, Piotroski F-Score.
Key Dynamics to Monitor
VMI carries more volatility with a beta of 1.21 — expect wider price swings.
SEB is growing revenue faster at 14.5% — sustainability is the question.
VMI generates stronger free cash flow (70M), providing more financial flexibility.
Monitor CONGLOMERATES industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SEB scores higher overall (65/100 vs 63/100) and 14.5% revenue growth. VMI offers better value entry with a 39.1% margin of safety. 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.
Seaboard Corporation
INDUSTRIALS · CONGLOMERATES · USA
Seaboard Corporation is a global agribusiness and transportation company. The company is headquartered in Merriam, Kansas.
Visit Website →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.
Visit Website →Compare with Other CONGLOMERATES Stocks
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