Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MLKN
BUYREMOVEMillerKnoll, Inc. · Consumer Cyclical · United States · $1.1B · Avg Vol: $14M/d
MillerKnoll is a cyclical office furniture manufacturer struggling with structural shifts in corporate office space utilization, failing our quality compounder criteria.
COMPANY DESCRIPTION
MillerKnoll, Inc. designs, manufactures, and distributes iconic modern furniture, accessories, and interior furnishings for workspace and residential environments globally. The company leverages a portfolio of premium brands like Herman Miller and Knoll, offering unparalleled design leadership and quality that command a loyal customer base in the high-end contract furniture market. MillerKnoll holds a significant market-leading position through its integrated offerings and global distribution network, targeting discerning architects, designers, and corporate clients.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 3.9B | 4.1B | 3.6B | 3.7B | -2.4% |
| EPS | -0.37 | 0.56 | 1.12 | -0.54 | 100.0% |
| Shares | 75.8M | 75.7M | 70.4M | 67.8M | -10.6% |
| Debt | 1.9B | 1.9B | 1.8B | 1.8B | -1.3% |
| Equity | 1.4B | 1.4B | 1.4B | 1.3B | -3.7% |
| Op CF | -11.9M | 162.9M | 352.3M | 209.3M | 13.4% |
| Inv CF | -1.2B | -76.5M | -86.3M | -100.9M | — |
| Fin CF | 1.0B | -86.8M | -258.8M | -150.3M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of MLKN are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MLKN | MillerKnoll, Inc.(you) | $1.1B | 66 | BUY |
| ETD | Ethan Allen Interiors Inc. | $541M | 65 | BUY |
| LEG | Leggett & Platt, Incorporated | $1.5B | 89 | STRONG BUY |
| LZB | La-Z-Boy Incorporated | $1.6B | 92 | STRONG BUY |
| TILE | Interface, Inc. | $1.9B | 91 | STRONG BUY |
| LOVE | The Lovesac Company | $208M | 58 | HOLD |
| ALH | Alliance Laundry Holdings Inc. | $5.4B | 53 | HOLD |
| COOK | Traeger, Inc. | $185M | 58 | HOLD |
| LCUT | Lifetime Brands, Inc. | $190M | 74 | BUY |
| BSET | Bassett Furniture Industries, Incorporated | $135M | 67 | BUY |
Peer medians: ROE 10.2% · P/E 22.6x · Gross margin 37.5%