Seagate Technology PLC (STX)vsValmont Industries Inc (VMI)
STX
Seagate Technology PLC
$738.54
+1.60%
TECHNOLOGY · Cap: $163.00B
VMI
Valmont Industries Inc
$518.72
+2.30%
INDUSTRIALS · Cap: $9.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Seagate Technology PLC generates 164% more annual revenue ($11.01B vs $4.16B). STX leads profitability with a 21.6% profit margin vs 8.9%. STX appears more attractively valued with a PEG of 0.50. STX earns a higher WallStSmart Score of 76/100 (B+).
STX
Strong Buy76
out of 100
Grade: B+
VMI
Buy60
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for STX.
Margin of Safety
-73.0%
Fair Value
$276.17
Current Price
$518.72
$242.55 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Strong operational efficiency at 35.7%
Revenue surging 44.1% year-over-year
Earnings expanding 108.3% YoY
Large-cap with strong market position
Keeps 22 of every $100 in revenue as profit
Conservative balance sheet, low leverage
Every $100 of equity generates 22 in profit
Earnings expanding 27.5% YoY
Areas to Watch
Premium valuation, high expectations priced in
Trading at 351.7x book value
Expensive relative to growth rate
Moderate valuation
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : STX
The strongest argument for STX centers on PEG Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 21.6% and operating margin at 35.7%. Revenue growth of 44.1% demonstrates continued momentum.
Bull Case : VMI
The strongest argument for VMI centers on Debt/Equity, Return on Equity, EPS Growth.
Bear Case : STX
The primary concerns for STX are P/E Ratio, Price/Book. A P/E of 69.0x leaves little room for execution misses.
Bear Case : VMI
The primary concerns for VMI are PEG Ratio, P/E Ratio, Piotroski F-Score.
Key Dynamics to Monitor
STX profiles as a growth stock while VMI is a value play — different risk/reward profiles.
STX carries more volatility with a beta of 1.63 — expect wider price swings.
STX is growing revenue faster at 44.1% — sustainability is the question.
STX generates stronger free cash flow (953M), providing more financial flexibility.
Bottom Line
STX scores higher overall (76/100 vs 60/100), backed by strong 21.6% margins and 44.1% revenue growth. 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.
Seagate Technology PLC
TECHNOLOGY · COMPUTER HARDWARE · USA
Seagate Technology Holdings plc, an Irish public limited company (commonly referred to as Seagate) is an American data storage company.
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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