CluenexValmont Industries VMI
Valmont Industries scores average on business quality (5.0 of 10). Here is why, in plain words, and what our sealed record shows.
Why it matters
- What Valmont Industries does
Valmont Industries manufactures engineered metal products for infrastructure and agricultural irrigation markets, selling directly to contractors and farmers who rely on its steel structures for utilities and crop yields. The business is tightening execution to protect margins despite flat top-line movement.
- What it does best
Valmont converts capital into returns with elite efficiency, generating an ROE of 29.8% that beats peers like APG at 10.1% by a wide margin. This edge stems from entrenched manufacturing footprints that reduce freight friction.
- The main risk
Stalled top-line growth leaves the company vulnerable to volume contraction if end-market demand slows. Revenue ticked up just 0.7%, offering zero room for operational missteps without hurting net income.
Quality, check by check
Scored against its own industry, from company filings.
Operating margins hold at 13.9% and gross margins at 30.4%, ranking in the middle of the pack for its sector. This structure yields stable cash generation without scaling aggressively.
Valmont secures customers through specialized agricultural and utility infrastructure assets, landing in the top quartile for ROE at 29.8%. Rivals face steep capital hurdles to replicate its fabrication plants.
Revenue growth crawls at 0.7%, flatlining compared to historical annual declines and flat periods, signaling that the core top-line engine is stalling out.
Interest coverage sits at 15.1x alongside a debt-to-equity ratio of 0.5, leaving debt costs manageable while free cash flow hits $322M, pointing to a steadily strengthening balance sheet.
Insiders
Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.
1 insider bought $101K on the open market. 1 sold $396K outside pre-planned sales.
Our sealed record on VMI
Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.
The first sealed verdicts appear here on Oct 11, 2026.
Questions
Valmont Industries scores average on the Cluenex quality check (5.0 of 10), measured against its own industry. Profitability is fair, moat fair, growth slow and financial health strong.
In the last 90 days of SEC Form 4 filings: 1 insider bought $101K on the open market. 1 sold $396K outside pre-planned sales.
Oct 20, 2026.
See VMI today
- Today's verdict on VMI, and why
- Fair value with cautious, base and optimistic cases
- The exact price that would change the verdict
- Which stocks each signal names, the night it fires
Cite this page: Cluenex, “Valmont Industries (VMI)”, https://cluenex.com/stocks/vmi/, data as of Oct 10, 2026.