Valmont Industries, Inc. (VMI) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YDoes not currently clear the 15%+, 20%+, or 30%+ revenue bars over 5Y.
- Score
- 26/100
- 5Y CAGR
- 7.2%
- Median YoY
- 2.3%
- YoY volatility
- σ 13.2pp· uneven
- Quarters ≥ 20%
- 5 of 20
- Negative quarters
- 7
- Valuation vs own 5Y history
- P/S 2.6x · 5Y median 1.5x · 98th percentile
How this score is computed
- Quarters at or above 20%: 5 of 20 → 10 of 40 pts
- Steadiness (typical swing 13.2pp) → 15.6 of 25 pts
- Pace (median 2.3% YoY) → 0 of 20 pts
- Latest quarter (6.2% YoY) → 0 of 15 pts
- Score: 26 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 7.2% | 2.3% | 13.2pp | 5 of 20 | 7 |
| EPSEPS | 20.6% | 22.1% | 59.7pp | 10 of 17 | 2 |
| Op cash flowOperating cash flow | 7.6% | 31.7% | 799.7pp | 10 of 18 | 7 |
| EBITDAEBITDA | 14.6% | 17.1% | 5079.9pp | 9 of 20 | 4 |
| FCFFree cash flow | 8.2% | — | — | — | — |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: VMI on the compounders surface · All compounders, ranked
About Valmont Industries, Inc.
Valmont Industries, Inc. is a global enterprise specializing in engineered products, conducting operations across the United States, Australia, Brazil, Denmark, and other international markets. The company's business is organized into two primary divisions: Infrastructure and Agriculture. Within its Infrastructure segment, Valmont designs, produces, and distributes a wide array of engineered metal, steel, wood, aluminum, and composite structures, including poles, towers, and components. These are deployed in critical areas such as lighting, traffic control, and wireless communication networks. The segment also delivers specialized access systems, integrated structural solutions for smart urban environments, and highway safety products. Furthermore, it provides robust steel and concrete pole structures essential for utility transmission, power distribution, substations, and renewable energy generation facilities, complemented by inspection services. To ensure the durability of metal products, Valmont offers protective services like hot-dipped galvanizing, anodizing, and powder coating. The Agriculture segment focuses on advanced water management technologies and solutions tailored for precision farming. It manufactures and supplies mechanical irrigation equipment, along with associated parts and support services, primarily serving the agricultural industry under its well-known Valley brand. Additionally, this segment produces tubular products for various industrial clients. Valmont's extensive customer base includes municipalities and government agencies, manufacturers of commercial lighting fixtures, construction contractors, telecommunications and utility providers, large agricultural operations, and the broader manufacturing sector. Established in 1946, the company maintains its headquarters in Omaha, Nebraska.
- Sector
- Industrials
- Industry
- Conglomerates
- CEO
- J. Christopher Colwell