Added to YB: 2026-07-02
Pitch date: 2026-04-25
VMI [bullish]
Valmont Industries, Inc.
-9.82%
current return
Author Info
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Company Info
Valmont Industries, Inc. operates as a manufacturer of products and services for infrastructure and agriculture markets in the United States, Australia, Brazil, and internationally.
Market Cap
$9.3B
Pitch Price
$500.49
Price Target
1.0K (+122%)
Dividend
0.64%
EV/EBITDA
14.16
P/E
18.86
EV/Sales
2.39
Sector
Construction and Engineering
Category
growth
Valmont Industries, Inc. - $VMI
VMI: Grid modernization/AI-DC electrification play at ~$10bn cap, thinly covered. NA Utility (~50-55% earnings, 40-45% share) can grow ~15% CAGR into early 2030s w/ margin upside. FY29E EPS $35-40 vs cons $29. 21x NTM P/E vs peers PWR 45x/MYRG 34x. PT $1000 (~2x MOIC), base 18-23% 3yr IRR. Optionality: ag divestiture to pure-play. Catalyst: investor day in 2mo, beat-and-raise. Risks: steel/tariff, ag downturn.
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