Hillman Solutions Corp (HLMN) is slightly undervalued and Toro Co (TTC) is overvalued.
Against our estimates of intrinsic value, HLMN trades at the wider discount: a margin of safety of +15%, against -35% for TTC.
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 8.5% (average of 3 methods) values the shares at $69.82; the price of $94.52 is 35% above that value, and 78% of that value comes from beyond year five.
Leak Score 59/100 on 3 of 12 signals
| Metric | HLMN | TTC |
|---|---|---|
| Verdict | Slightly undervalued | Overvalued |
| Price | $7.25 | $94.52 |
| Intrinsic value | $8.56 | $69.82 |
| Margin of safety | +15% | -35% |
| Leak Score | 51/100 (9/12) | 59/100 (3/12) |
| Market cap | $1.4B | $8.9B |
| Revenue growth, 5 years | 2.5% | 6.0% |
| Operating margin | 6.6% | 11.3% |
| Net margin | 2.6% | 7.6% |
| Return on equity | 3.4% | 26.5% |
| Debt to equity | 0.65 | 0.81 |
| P/E | 35.0x | 25.3x |
| Forward P/E | 10.5x | 18.4x |
| P/B | 1.2x | 6.7x |
| Dividend yield | — | 1.7% |