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What is Valmont Industries Inc worth?

With the base-case assumptions below, a discounted cash flow model on Valmont Industries Inc's reported free cash flow gives $239.56 per share. The share price was $420.33 on November 10, 2026, 75% above that value.

Inputs from the filings

Free cash flow, fiscal 2025
$311.4M
Cash
$122M
balance sheet of September 26, 2026
Debt
$756.3M
balance sheet of September 26, 2026
Diluted shares, fiscal 2025
19,937,000
Revenue growth per year, last 4 years
4.0%

Three sets of assumptions

CaseGrowth yrs 1-5Growth yrs 6-10After year 10Discount rateValue per shareValue vs price
Bear-1.0%0.5%2.0%10.0%$136.10-68%
Base4.0%3.5%2.5%9.0%$239.56-43%
Bull9.0%6.0%3.0%8.0%$432.77+3%

Sensitivity: base case value per share

Discount rate down the side, growth after year 10 across the top. Everything else as in the base case.

1.5%2.0%2.5%3.0%3.5%
7.0%$313.12$335.45$362.73$396.84$440.69
8.0%$258.33$272.81$289.92$310.45$335.54
9.0%$218.24$228.14$239.56$252.89$268.64
10.0%$187.67$194.70$202.68$211.80$222.32
11.0%$163.59$168.75$174.51$181.00$188.36

Where the presets come from

Base: years 1 to 5 grow at Valmont Industries Inc's revenue growth rate over the last 4 fiscal years (4.0% a year), held between -5% and 15%. Years 6 to 10 grow halfway between that and the long-run rate of 2.5%. Future cash is discounted at 9% a year.

Bear: 5 points less growth, 2% long-run growth, 10% discount rate. Bull: 5 points more growth (at most 25%), 3% long-run growth, 8% discount rate.

Value per share = (present value of 10 years of free cash flow + present value of everything after + cash - debt) / diluted shares.

This is a model run on assumptions, not a recommendation or a price target. Small changes in the discount rate or growth move the result a lot, as the table above shows. Change them yourself in the calculator.

Adjust the assumptions

Move the sliders for growth, long-run growth and discount rate, or switch to average free cash flow, and see the value per share change.

Adjust the assumptions

Valmont Industries Inc company page