COMPARE · Reviewed July 29, 2026
MMM vs VMI
Verdict: Side-by-side breakdown using the Bull Rankings model. MMM scored 50.2, VMI scored 61.5 — VMI leads.
Compare another set
MMM
3M Company
50.2
$176.47 · $91.0B
fundamentals as of
Score gap
11.3
VMI leads
VMI
Valmont Industries, Inc.
61.5
$473.95 · $9.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
MMM
stronger →← stronger
VMI
71
Qualityreturns · margins · balance sheet
80
51
Growthrevenue & earnings expansion
42
35
Valuevaluation vs sector peers
69
VMI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
MMM
VMI
$4.0bB
FCF
$322mC
+2.3%C
Rev
+3.8%C+
4.38D
D/E
0.50B+
31.4xB
P/E
18.5xA-
1.83C+
PEG
1.13B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
MMM
VMI
46% above
Price vs fair valuelower is cheaper
97% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~26%/yr
-36%
1-yr DCF upside
-55%
-31%
5-yr DCF upside
-49%
-24%
10-yr DCF upside
-40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
MMM
Why this score
- Buying back stock
- Raising its dividend
VMI
Why this score
- Buying back stock
- Raising its dividend
The companies
MMM3M Company
Why now
Conglomerates · market cap $91.0b. 5% off the 52-week high of $184.90. 17 sell-side analysts rate this a Buy with a mean 1-yr target of $181.85 (implying +3% upside).
Moat
FCF converts 133% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined. $91.0b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
D/E 4.38 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 31x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
VMIValmont Industries, Inc.
Why now
Conglomerates · market cap $9.1b. 19% off the 52-week high of $585.71. 4 sell-side analysts rate this a Buy with a mean 1-yr target of $624.50 (implying +32% 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.