COMPARE · Reviewed July 29, 2026
PAM vs VMI
Verdict: Side-by-side breakdown using the Bull Rankings model. PAM scored 53.2, VMI scored 61.5 — VMI leads.
Compare another set
PAM
Pampa Energía S.A.
53.2
$89.02 · $4.8B
fundamentals as of
Score gap
8.3
VMI leads
VMI
Valmont Industries, Inc.
61.5
$473.95 · $9.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
PAM
stronger →← stronger
VMI
58
Qualityreturns · margins · balance sheet
80
73
Growthrevenue & earnings expansion
42
36
Valuevaluation vs sector peers
69
VMI is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
PAM
VMI
-$12mF
FCF
$322mC
+8.3%B
Rev
+3.8%C+
0.50B+
D/E
0.50B+
2.6xB
P/S
—
1.58C+
PEG
1.13B+
—
P/E
18.5xA-
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
PAM
VMI
—
Price vs fair valuelower is cheaper
97% above
—
Growth the price implies10-yr FCF · lower = less priced in
~26%/yr
—
1-yr DCF upside
-55%
—
5-yr DCF upside
-49%
—
10-yr DCF upside
-40%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
PAM
No notable signals flagged.
VMI
Why this score
- Buying back stock
- Raising its dividend
The companies
PAMPampa Energía S.A.
Why now
Conglomerates · market cap $4.8b. 6% off the 52-week high of $94.50. 11 sell-side analysts rate this a Buy with a mean 1-yr target of $117.59 (implying +32% upside).
Moat
Net margin 33% is exceptional — pricing-power territory rare outside premium software, branded staples, and specialty pharma. ROE 19% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately.
Risk
Free cash flow is negative (-$12m) — capital raises or debt issuance likely required; dilution / leverage risk.
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.