Hillman Solutions Corp (HLMN) is slightly undervalued and RBC Bearings Inc (RBC) is overvalued.
Against our estimates of intrinsic value, HLMN trades at the wider discount: a margin of safety of +15%, against -74% for RBC.
Values as of the 22 Sept 2026 close.
Discounting its cash flows at 9.2% (average of 3 methods) values the shares at $8.56; the price of $7.25 is 15% below that value, and 75% of that value comes from beyond year five.
Leak Score 51/100 on 9 of 12 signals
Discounting its cash flows at 11.0% (average of 3 methods) values the shares at $287.23; the price of $499.88 is 74% above that value, and 71% of that value comes from beyond year five.
Leak Score 27/100 on 3 of 12 signals
| Metric | HLMN | RBC |
|---|---|---|
| Verdict | Slightly undervalued | Overvalued |
| Price | $7.25 | $499.88 |
| Intrinsic value | $8.56 | $287.23 |
| Margin of safety | +15% | -74% |
| Leak Score | 51/100 (9/12) | 27/100 (3/12) |
| Market cap | $1.4B | $15.8B |
| Revenue growth, 5 years | 2.5% | 25.2% |
| Operating margin | 6.6% | 25.2% |
| Net margin | 2.6% | 16.4% |
| Return on equity | 3.4% | 9.8% |
| Debt to equity | 0.65 | 0.25 |
| P/E | 35.0x | 49.4x |
| Forward P/E | 10.5x | 30.0x |
| P/B | 1.2x | 4.6x |