COMPARE · Reviewed July 29, 2026
SEB vs VMI
Verdict: Side-by-side breakdown using the Bull Rankings model. SEB scored 57.3, VMI scored 61.5 — VMI leads.
Compare another set
SEB
Seaboard Corporation
57.3
$4,562.80 · $4.4B
fundamentals as of
Score gap
4.2
VMI leads
VMI
Valmont Industries, Inc.
61.5
$473.95 · $9.1B
fundamentals as of
The model, pillar by pillar (0–100 each)
SEB
stronger →← stronger
VMI
47
Qualityreturns · margins · balance sheet
80
55
Growthrevenue & earnings expansion
42
72
Valuevaluation vs sector peers
69
SEB is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
SEB
VMI
-$15mF
FCF
$322mC
+6.6%C+
Rev
+3.8%C+
0.35A-
D/E
0.50B+
0.4xA
P/S
—
0.65A-
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
SEB
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
SEB
Why this score
- Short track record
VMI
Why this score
- Buying back stock
- Raising its dividend
The companies
SEBSeaboard Corporation
Why now
Conglomerates · market cap $4.4b. Down 24% from 52-week high of $5989.37 — deep drawdown territory. PEG 0.65 — paying under fair value for the growth rate.
Moat
ROE 11% meets the long-run market sustainable threshold — solid but not differentiated; the durability comes from elsewhere.
Risk
Free cash flow is negative (-$15m) — 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.