COMPARE · Data as of August 21, 2026
BBUC vs VMI
Verdict: Side-by-side breakdown using the Bull Rankings model. BBUC scored 36.5, VMI scored 61.9 — VMI leads.
Compare another set
Different reporting periods. VMI's fundamentals are as of June 2026, but BBUC's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
BBUC
Brookfield Business Corporation
36.5
$28.65 · $5.9B
fundamentals as of
Score gap
25.4
VMI leads
VMI
Valmont Industries, Inc.
61.9
$485.83 · $9.4B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- Fastest growthVMI+3.8%
- Strongest balance sheetVMI0.51
- Highest qualityVMI79 / 100
- Largest discount to fair valueBBUC-72%
Side by side · every name on one set of axes
The model, pillar by pillar (0–100 each)
BBUC
stronger →← stronger
VMI
35
Qualityreturns · margins · balance sheet
79
14
Growthrevenue & earnings expansion
42
98
Valuevaluation vs sector peers
72
VMI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
BBUC
VMI
$1.2bC+
FCF
$322mC
-32.4%F
Rev
+3.8%C+
2.96D
D/E
0.51B+
0.2xA
P/S
—
—
PEG
1.10B+
—
P/E
19.0xA-
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
BBUC
VMI
72% below
Price vs fair valuelower is cheaper
105% above
~-17%/yr
Growth the price implies10-yr FCF · lower = less priced in
~27%/yr
+175%
1-yr DCF upside
-57%
+259%
5-yr DCF upside
-51%
+423%
10-yr DCF upside
-42%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
BBUC
Why this score
- Diluting shareholders
- Short track record
VMI
Why this score
- Buying back stock
- Raising its dividend
The companies
BBUCBrookfield Business Corporation
Why now
Conglomerates · market cap $5.9b. Down 25% from 52-week high of $38.25 — deep drawdown territory. Revenue -32% — in contraction; any catalyst that reverses this triggers re-rating. 8 sell-side analysts publish a mean 1-yr target of $38.81 (implying +35% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.96 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Revenue contracting -32% — the operational turn is not yet visible in the top line. Net margin 1.4% is thin — operating leverage cuts both ways; input-cost inflation or pricing pressure hits the bottom line first.
VMIValmont Industries, Inc.
Why now
Conglomerates · market cap $9.4b. 17% off the 52-week high of $585.71. 4 sell-side analysts publish a mean 1-yr target of $624.50 (implying +29% upside).
Moat
ROE 29% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where BBUC and VMI diverge
On the headline score the gap is 25.4 points in favor of VMI. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- QualityBBUC 35.3 · VMI 78.7VMI +43.4
- GrowthBBUC 14.1 · VMI 42.1VMI +28.0
- ValueBBUC 97.9 · VMI 71.5BBUC +26.4
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.