VMI
Valmont Industries, Inc.
Conglomerates
Market Cap$9.95B
5Y Perf.+346.7%
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Stock Comparison
VMI vs AWI
Revenue, margins, valuation, and 5-year total return — side by side.
AWI
Armstrong World Industries, Inc.
Construction
Market Cap$7.05B
5Y Perf.+119.0%
VMI vs AWI — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | VMI | AWI |
|---|---|---|
| Industry | Conglomerates | Construction |
| Market Cap | $9.95B | $7.05B |
| Revenue (TTM) | $4.16B | $1.65B |
| Net Income (TTM) | $345M | $306M |
| Gross Margin | 30.4% | 40.3% |
| Operating Margin | 10.8% | 27.5% |
| Forward P/E | 22.3x | 19.9x |
| Total Debt | $1.06B | $532M |
| Cash & Equiv. | $187M | $113M |
VMI vs AWI — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
VMI
AWI
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Valmont Industries,… (VMI) | 100 | 446.7 | +346.7% |
| Armstrong World Ind… (AWI) | 100 | 219.0 | +119.0% |
Price return only. Dividends and distributions are not included.
Quick Verdict: VMI vs AWI
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: AWI leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and valuation and capital efficiency. Valmont Industries, Inc. is the stronger pick specifically for recent price momentum and sentiment. As sector peers, any of these can serve as alternatives in the same allocation.
VMI
Valmont Industries, Inc.
The Momentum Pick
VMI is the clearest fit if your priority is momentum.
- +70.2% vs AWI's +11.5%
Best for: momentum
AWI
Armstrong World Industries, Inc.
The Income Pick
AWI carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 8 yrs, beta 0.82, yield 0.8%
- Rev growth 12.1%, EPS growth 17.6%, 3Y rev CAGR 9.5%
- 330.4% 10Y total return vs VMI's 302.2%
Best for: income & stability and growth exposure
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | AWI | 12.1% revenue growth vs VMI's 0.7% |
| Value | AWI | Lower P/E (19.9x vs 22.3x) |
| Quality / Margins | AWI | 18.6% margin vs VMI's 8.3% |
| Stability / Safety | AWI | Beta 0.82 vs VMI's 1.25, lower leverage |
| Dividends | AWI | 0.8% yield, 8-year raise streak, vs VMI's 0.5% |
| Momentum (1Y) | VMI | +70.2% vs AWI's +11.5% |
| Efficiency (ROA) | AWI | 16.0% ROA vs VMI's 10.2%, ROIC 24.9% vs 16.3% |
VMI vs AWI — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2025
FY 2025
VMI vs AWI — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLAWILAGGINGVMI
VMIValmont Industries, I…
0leads
AWIArmstrong World Indus…
4leads
6 Total Categories
CATEGORYLEADERvs VMIMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
AWI5/6
Valuation MetricsMultiples, price ratios, and targets
AWI4/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
AWI9/9
Total Returns1Y, 3Y, 5Y total returns with dividends
Tied
—
Risk & VolatilityBeta, volatility, and downside exposure
Tied
—
Analyst OutlookRatings, price targets, and dividends
AWI2/2
Income & Cash Flow (Last 12 Months)
AWI leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
VMI is the larger business by revenue, generating $4.2B annually — 2.5x AWI's $1.6B. AWI is the more profitable business, keeping 18.6% of every revenue dollar as net income compared to VMI's 8.3%.
| Metric | VMIValmont Industrie… | AWIArmstrong World I… |
|---|---|---|
| RevenueTrailing 12 months | $4.2B | $1.6B |
| EBITDAEarnings before interest/tax | $560M | $603M |
| Net IncomeAfter-tax profit | $345M | $306M |
| Free Cash FlowCash after capex | $419M | $247M |
| Gross MarginGross profit ÷ Revenue | +30.4% | +40.3% |
| Operating MarginEBIT ÷ Revenue | +10.8% | +27.5% |
| Net MarginNet income ÷ Revenue | +8.3% | +18.6% |
| FCF MarginFCF ÷ Revenue | +10.1% | +15.0% |
| Rev. Growth (YoY)Latest quarter vs prior year | +6.2% | +7.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +27.5% | -1.9% |
AWI leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
AWI leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
At 23.3x trailing earnings, AWI trades at a 23% valuation discount to VMI's 30.3x P/E. On an enterprise value basis, AWI's 17.2x EV/EBITDA is more attractive than VMI's 17.7x.
| Metric | VMIValmont Industrie… | AWIArmstrong World I… |
|---|---|---|
| Market CapShares × price | $10.0B | $7.0B |
| Enterprise ValueMkt cap + debt − cash | $10.8B | $7.5B |
| Trailing P/EPrice ÷ TTM EPS | 30.33x | 23.32x |
| Forward P/EPrice ÷ next-FY EPS est. | 22.34x | 19.87x |
| PEG RatioP/E ÷ EPS growth rate | 1.47x | — |
| EV / EBITDAEnterprise value multiple | 17.72x | 17.23x |
| Price / SalesMarket cap ÷ Revenue | 2.43x | 4.35x |
| Price / BookPrice ÷ Book value/share | 6.18x | 7.99x |
| Price / FCFMarket cap ÷ FCF | 31.96x | 28.63x |
AWI leads this category, winning 4 of 6 comparable metrics.
Profitability & Efficiency
AWI leads this category, winning 9 of 9 comparable metrics.
Profitability & Efficiency
AWI delivers a 34.8% return on equity — every $100 of shareholder capital generates $35 in annual profit, vs $21 for VMI. AWI carries lower financial leverage with a 0.59x debt-to-equity ratio, signaling a more conservative balance sheet compared to VMI's 0.64x. On the Piotroski fundamental quality scale (0–9), AWI scores 9/9 vs VMI's 6/9, reflecting strong financial health.
| Metric | VMIValmont Industrie… | AWIArmstrong World I… |
|---|---|---|
| ROE (TTM)Return on equity | +20.9% | +34.8% |
| ROA (TTM)Return on assets | +10.2% | +16.0% |
| ROICReturn on invested capital | +16.3% | +24.9% |
| ROCEReturn on capital employed | +20.3% | +26.5% |
| Piotroski ScoreFundamental quality 0–9 | 6 | 9 |
| Debt / EquityFinancial leverage | 0.64x | 0.59x |
| Net DebtTotal debt minus cash | $869M | $419M |
| Cash & Equiv.Liquid assets | $187M | $113M |
| Total DebtShort + long-term debt | $1.1B | $532M |
| Interest CoverageEBIT ÷ Interest expense | 11.20x | 13.31x |
AWI leads this category, winning 9 of 9 comparable metrics.
Total Returns (Dividends Reinvested)
Evenly matched — VMI and AWI each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in VMI five years ago would be worth $19,892 today (with dividends reinvested), compared to $16,301 for AWI. Over the past 12 months, VMI leads with a +70.2% total return vs AWI's +11.5%. The 3-year compound annual growth rate (CAGR) favors AWI at 36.0% vs VMI's 21.9% — a key indicator of consistent wealth creation.
| Metric | VMIValmont Industrie… | AWIArmstrong World I… |
|---|---|---|
| YTD ReturnYear-to-date | +23.9% | -16.0% |
| 1-Year ReturnPast 12 months | +70.2% | +11.5% |
| 3-Year ReturnCumulative with dividends | +81.0% | +151.8% |
| 5-Year ReturnCumulative with dividends | +98.9% | +63.0% |
| 10-Year ReturnCumulative with dividends | +302.2% | +330.4% |
| CAGR (3Y)Annualised 3-year return | +21.9% | +36.0% |
Evenly matched — VMI and AWI each lead in 3 of 6 comparable metrics.
Risk & Volatility
Evenly matched — VMI and AWI each lead in 1 of 2 comparable metrics.
Risk & Volatility
AWI is the less volatile stock with a 0.82 beta — it tends to amplify market swings less than VMI's 1.25 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. VMI currently trades 96.4% from its 52-week high vs AWI's 80.1% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | VMIValmont Industrie… | AWIArmstrong World I… |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.25x | 0.82x |
| 52-Week HighHighest price in past year | $528.49 | $206.08 |
| 52-Week LowLowest price in past year | $299.24 | $148.25 |
| % of 52W HighCurrent price vs 52-week peak | +96.4% | +80.1% |
| RSI (14)Momentum oscillator 0–100 | 75.5 | 41.3 |
| Avg Volume (50D)Average daily shares traded | 196K | 494K |
Evenly matched — VMI and AWI each lead in 1 of 2 comparable metrics.
Analyst Outlook
AWI leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates VMI as "Hold" and AWI as "Buy". Consensus price targets imply 19.6% upside for AWI (target: $198) vs -6.6% for VMI (target: $476). For income investors, AWI offers the higher dividend yield at 0.77% vs VMI's 0.52%.
| Metric | VMIValmont Industrie… | AWIArmstrong World I… |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Buy |
| Price TargetConsensus 12-month target | $475.50 | $197.50 |
| # AnalystsCovering analysts | 14 | 26 |
| Dividend YieldAnnual dividend ÷ price | +0.5% | +0.8% |
| Dividend StreakConsecutive years of raises | 6 | 8 |
| Dividend / ShareAnnual DPS | $2.63 | $1.27 |
| Buyback YieldShare repurchases ÷ mkt cap | +2.0% | +1.8% |
AWI leads this category, winning 2 of 2 comparable metrics.
Key Takeaway
AWI leads in 4 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics. 2 categories are tied.
Best OverallArmstrong World Industries,… (AWI)Leads 4 of 6 categories
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VMI vs AWI: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is VMI or AWI a better buy right now?
For growth investors, Armstrong World Industries, Inc.
(AWI) is the stronger pick with 12. 1% revenue growth year-over-year, versus 0. 7% for Valmont Industries, Inc. (VMI). Armstrong World Industries, Inc. (AWI) offers the better valuation at 23. 3x trailing P/E (19. 9x forward), making it the more compelling value choice. Analysts rate Armstrong World Industries, Inc. (AWI) a "Buy" — based on 26 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — VMI or AWI?
On trailing P/E, Armstrong World Industries, Inc.
(AWI) is the cheapest at 23. 3x versus Valmont Industries, Inc. at 30. 3x. On forward P/E, Armstrong World Industries, Inc. is actually cheaper at 19. 9x.
03Which is the better long-term investment — VMI or AWI?
Over the past 5 years, Valmont Industries, Inc.
(VMI) delivered a total return of +98. 9%, compared to +63. 0% for Armstrong World Industries, Inc. (AWI). Over 10 years, the gap is even starker: AWI returned +330. 4% versus VMI's +302. 2%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — VMI or AWI?
By beta (market sensitivity over 5 years), Armstrong World Industries, Inc.
(AWI) is the lower-risk stock at 0. 82β versus Valmont Industries, Inc. 's 1. 25β — meaning VMI is approximately 53% more volatile than AWI relative to the S&P 500. On balance sheet safety, Armstrong World Industries, Inc. (AWI) carries a lower debt/equity ratio of 59% versus 64% for Valmont Industries, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — VMI or AWI?
By revenue growth (latest reported year), Armstrong World Industries, Inc.
(AWI) is pulling ahead at 12. 1% versus 0. 7% for Valmont Industries, Inc. (VMI). On earnings-per-share growth, the picture is similar: Armstrong World Industries, Inc. grew EPS 17. 6% year-over-year, compared to -2. 3% for Valmont Industries, Inc.. Over a 3-year CAGR, AWI leads at 9. 5% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — VMI or AWI?
Armstrong World Industries, Inc.
(AWI) is the more profitable company, earning 19. 0% net margin versus 8. 5% for Valmont Industries, Inc. — meaning it keeps 19. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: AWI leads at 26. 6% versus 12. 7% for VMI. At the gross margin level — before operating expenses — AWI leads at 40. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is VMI or AWI more undervalued right now?
On forward earnings alone, Armstrong World Industries, Inc.
(AWI) trades at 19. 9x forward P/E versus 22. 3x for Valmont Industries, Inc. — 2. 5x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AWI: 19. 6% to $197. 50.
08Which pays a better dividend — VMI or AWI?
All stocks in this comparison pay dividends.
Armstrong World Industries, Inc. (AWI) offers the highest yield at 0. 8%, versus 0. 5% for Valmont Industries, Inc. (VMI).
09Is VMI or AWI better for a retirement portfolio?
For long-horizon retirement investors, Armstrong World Industries, Inc.
(AWI) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 82), 0. 8% yield, +330. 4% 10Y return). Both have compounded well over 10 years (AWI: +330. 4%, VMI: +302. 2%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between VMI and AWI?
Both stocks operate in the Industrials sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
%
(VMI: 6.2% · AWI: 7.1%)Net Margin>
%
(VMI: 8.3% · AWI: 18.6%)P/E Ratio<
x
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