Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
MLR
BuyPremium GrowerFLAGMiller Industries, Inc. · Consumer Cyclical · United States · $644M · Avg Vol: $6M/d
Miller Industries has strong momentum at M75 with a buyback on file, but value at V46 is below the calibrated floor and quality Q59 is thin, so stage one fails.
COMPANY DESCRIPTION
Miller Industries is the world's largest manufacturer of towing and recovery equipment, producing a comprehensive line of wreckers, car carriers, and heavy-duty recovery vehicles. The company commands a dominant market share in North America, supported by a highly recognized brand portfolio including Century, Vulcan, and Holmes. Its extensive, exclusive distributor network and advanced manufacturing capabilities create high barriers to entry for competitors.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 848.5M | 1.2B | 1.3B | 790.3M | -2.3% | 771.4M | 916.3M | 1.0B | 13.6% |
| EPS | 1.78 | 5.10 | 5.55 | 2.01 | 4.1% | 1.24 | 1.98 | 2.82 | 18.5% |
| Shares | 11.4M | 11.4M | 11.4M | 11.4M | -0.4% | 11.4M | — | — | — |
| Debt | 45.9M | 60.8M | 65.5M | 33.6M | -9.9% | 5.7M | — | — | — |
| Equity | 293.5M | 347.9M | 401.0M | 420.6M | 12.7% | — | — | — | — |
| Op CF | -19.2M | 11.0M | 16.9M | 98.7M | 200.1% | 131.7M | — | — | — |
| Inv CF | -28.9M | -29.1M | -15.3M | -30.8M | — | — | — | — | — |
| Fin CF | 36.8M | 6.8M | -6.6M | -50.7M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of MLR are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| MLR | Miller Industries, Inc.(you) | $644M | 69 | Buy |
| PLOW | Douglas Dynamics, Inc. | $1.2B | 69 | Buy |
| XPEL | XPEL, Inc. | $1.4B | 70 | Buy |
| THRM | Gentherm Incorporated | $1.2B | 73 | Buy |
| SMP | Standard Motor Products, Inc. | $827M | 83 | Strong Buy |
| 1316.HK | Nexteer Automotive Group Limited | $1.6B | 77 | Buy |
| DCH | Dauch Corporation | $1.5B | 56 | Hold |
| PHIN | PHINIA Inc. | $2.5B | 71 | Buy |
| STRT | Strattec Security Corporation | $298M | 84 | Strong Buy |
| FOXF | Fox Factory Holding Corp. | $864M | 41 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%