Graham Holdings Company (GHC) vs Valmont Industries, Inc. (VMI)

Graham Holdings Company and Valmont Industries, Inc. are both Conglomerates companies. Valmont Industries, Inc. is the larger, with a market value of $8.1B against $5.0B — 1.6× the size. Graham Holdings Company trades at the lower P/E: 10.5× against 15.7×. Valmont Industries, Inc. grew revenue faster over the last twelve months: 4.55% against 4.26%. Valmont Industries, Inc. has the higher net margin (12.3% vs 9.66%) and the higher return on invested capital (16.0% vs 3.88%). Both pay a dividend; Valmont Industries, Inc. yields more (0.70% vs 0.62%). Across the 23 metrics below, Valmont Industries, Inc. leads on 14 and Graham Holdings Company on 9.

Valuation

Metric GHC VMI Conglomerates median
P/E 10.47 15.73 10.53
P/S 0.99 1.92 0.64
P/B 1.06 4.67 1.14
Price to free cash flow 28.98 26.61 15.31
EV/EBITDA 10.10 12.52 10.37
EV/Sales 0.92 2.06 1.25
Earnings yield 9.55% 6.36% 1.02%
Free cash flow yield 3.45% 3.76% 0.00%

Profitability

Metric GHC VMI Conglomerates median
Gross margin 30.02% 30.27% 30.27%
Operating margin 5.37% 14.24% 3.36%
Net margin 9.66% 12.30% 0.59%
Free cash flow margin 3.42% 7.20% (0.12%)
Return on equity 10.62% 31.46% 0.30%
Return on assets 6.12% 15.28% 0.06%
Return on invested capital 3.88% 15.95% 0.73%

Growth

Metric GHC VMI Conglomerates median
Revenue growth (TTM) 4.26% 4.55% 8.17%
EPS growth (last fiscal year) (59.32%) (2.33%) 12.05%
Revenue growth, 5-year CAGR 11.20% 7.23% 6.85%
Net income growth, 5-year CAGR (0.54%) 18.93% 0.00%

Health

Metric GHC VMI Conglomerates median
Debt to equity 0.18 0.43 0.46
Current ratio 1.76 2.41 1.71
Net debt to EBITDA (1.24) 1.21 1.17

Dividend

Metric GHC VMI Conglomerates median
Dividend yield 0.62% 0.70% 2.58%
Payout ratio 0.07 0.11 0.36

Size

Metric GHC VMI Conglomerates median
Market cap 4.95b 8.08b 389.84m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack