❉ Buffybot wonderful businesses, fair prices

← back

MMM 3M

industrial · valued with glm-5.2 medium conviction · 2026-09-01

HOLD
good · 70 no moat circle of competence: edge trend up · +7.8% vs 200-DMA
Owner-earnings value$92.45
Price$171.83
Margin of safety -46.2%

Model unavailable; showing baseline owner-earnings value.

Quality gate · 70/100

Returns on capital 24.2/30
Consistency 8.5/22
Margins / pricing power 11.3/16
Balance sheet 10.5/16
Cash conversion 10/10
Capital allocation 5.5/6
Median ROIC17.2%
Gross margin39.4%
Net debt / EBITDA1.2x
FCF conversion176%
Share count / yr-1.2%
Profitable years3/4

Moat & management

Moat no moat
Trajectorystable
Managementadequate

Owner-earnings inputs

Owner earnings (TTM)3.47B
Owner-earnings yield3.9%
Free-cash-flow yield4.5%
Growth used (normalized)0.0%
Market-implied growth (reverse DCF)15.2%
Terminal growth3.0%
Discount rate (hurdle)9.6%

Projected owner earnings

YrOwner earningsGrowthPV
13.47B 0.0%3.17B
23.48B 0.3%2.90B
33.51B 0.7%2.66B
43.54B 1.0%2.45B
53.59B 1.3%2.27B
63.65B 1.7%2.10B
73.72B 2.0%1.96B
83.81B 2.3%1.83B
93.91B 2.7%1.71B
104.03B 3.0%1.61B

Recent news

score · 8 articles

  • Beat the Market the Zacks Way: Accelerant, Insight, General Mills in Focus
  • Carlisle (CSL) Down 2.5% Since Last Earnings Report: Can It Rebound?
  • 2 Cash-Producing Stocks for Long-Term Investors and 1 We Question
  • Will 3M Be Able to Sustain Margin Momentum Amid Cost Pressures?
  • What’s Going On With 3M (MMM)?
  • Can Honeywell Technologies Boost Margin Performance Amid Cost Pressures?
  • Carlisle Exhibits Strong Prospects Despite Persisting Headwinds
  • 3M (MMM) Stock May Be 11% Below Fair Value On Cash Flow

⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~15%/yr owner-earnings growth over 10y (reverse DCF); model credits 0%. · Rich vs our conservative value, but a quality business is not a short — stance is WAIT for a better price, not sell.

History

DateQualityPriceValueMoSRating
2026-10-28 70 $171.58 $92.45 -46.1% HOLD
2026-10-27 70 $172.79 $92.45 -46.5% HOLD
2026-10-26 70 $173.46 $92.45 -46.7% HOLD
2026-10-23 70 $175.56 $92.45 -47.3% HOLD
2026-10-22 70 $174.74 $92.45 -47.1% HOLD
2026-10-21 70 $171.37 $92.45 -46.1% HOLD
2026-10-20 70 $162.01 $92.45 -42.9% HOLD
2026-10-19 70 $164.75 $92.45 -43.9% HOLD
2026-10-16 70 $165.33 $92.45 -44.1% HOLD
2026-10-15 70 $164.46 $92.45 -43.8% HOLD
2026-10-14 70 $162.77 $92.45 -43.2% HOLD
2026-10-13 70 $160.89 $92.45 -42.5% HOLD
2026-10-12 70 $159.96 $92.45 -42.2% HOLD
2026-10-09 70 $163.58 $92.45 -43.5% HOLD
2026-10-08 70 $162.12 $92.45 -43.0% HOLD
2026-10-07 70 $163.64 $92.45 -43.5% HOLD
2026-10-06 70 $163.19 $92.45 -43.3% HOLD
2026-10-05 70 $161.89 $92.45 -42.9% HOLD
2026-10-02 70 $163.02 $92.45 -43.3% HOLD
2026-10-01 70 $164.15 $92.45 -43.7% HOLD
2026-09-30 70 $168.49 $92.45 -45.1% HOLD
2026-09-29 70 $169.48 $92.45 -45.5% HOLD
2026-09-28 70 $169.55 $92.45 -45.5% HOLD
2026-09-25 70 $167.52 $92.45 -44.8% HOLD
2026-09-24 70 $170.30 $92.45 -45.7% HOLD
2026-09-23 70 $164.97 $92.45 -44.0% HOLD
2026-09-22 70 $164.97 $92.45 -44.0% HOLD
2026-09-21 70 $165.89 $92.45 -44.3% HOLD
2026-09-18 70 $164.71 $92.45 -43.9% HOLD
2026-09-17 70 $162.65 $92.45 -43.2% HOLD
2026-09-16 70 $164.67 $92.45 -43.9% HOLD
2026-09-15 70 $162.02 $92.45 -42.9% HOLD
2026-09-14 70 $164.97 $92.45 -44.0% HOLD
2026-09-11 70 $162.86 $92.45 -43.2% HOLD
2026-09-10 70 $164.40 $92.45 -43.8% HOLD
2026-09-09 70 $167.52 $92.45 -44.8% HOLD
2026-09-08 70 $168.56 $92.45 -45.2% HOLD
2026-09-07 70 $168.56 $92.45 -45.2% HOLD
2026-09-04 70 $168.31 $92.45 -45.1% HOLD
2026-09-03 70 $168.75 $92.45 -45.2% HOLD
2026-09-02 70 $170.24 $92.45 -45.7% HOLD
2026-09-01 70 $171.83 $92.45 -46.2% HOLD
2026-08-31 70 $174.34 $56.03 -67.9% HOLD
2026-08-28 70 $178.83 $56.03 -68.7% HOLD
2026-08-27 70 $180.00 $56.03 -68.9% HOLD
2026-08-26 70 $179.37 $56.03 -68.8% HOLD
2026-08-25 70 $179.01 $56.03 -68.7% HOLD
2026-08-24 70 $178.96 $56.03 -68.7% HOLD
2026-08-21 70 $178.09 $56.03 -68.5% HOLD
2026-08-20 70 $180.66 $56.03 -69.0% HOLD
2026-08-19 70 $180.94 $56.03 -69.0% HOLD
2026-08-18 70 $182.65 $56.03 -69.3% HOLD
2026-08-17 70 $182.65 $56.03 -69.3% HOLD
2026-08-14 70 $182.65 $56.03 -69.3% HOLD
2026-08-13 70 $183.78 $56.03 -69.5% HOLD
2026-08-12 70 $183.13 $56.03 -69.4% HOLD
2026-08-11 70 $182.04 $56.03 -69.2% HOLD
2026-08-10 70 $182.90 $56.03 -69.4% HOLD
2026-08-07 70 $180.71 $56.03 -69.0% HOLD
2026-08-06 70 $182.08 $56.03 -69.2% HOLD
2026-08-05 70 $181.45 $56.03 -69.1% HOLD
2026-08-04 70 $176.28 $56.03 -68.2% HOLD
2026-08-03 70 $176.28 $56.03 -68.2% HOLD
2026-07-31 70 $176.07 $56.03 -68.2% HOLD
2026-07-30 70 $177.95 $56.03 -68.5% HOLD
2026-07-29 70 $178.23 $56.03 -68.6% HOLD
2026-07-28 70 $178.23 $56.03 -68.6% HOLD
2026-07-27 70 $169.59 $56.03 -67.0% HOLD
2026-07-24 70 $169.59 $56.03 -67.0% HOLD
2026-07-23 70 $170.76 $56.03 -67.2% HOLD
2026-07-22 70 $170.76 $56.03 -67.2% HOLD
2026-07-21 70 $159.11 $56.03 -64.8% HOLD
2026-07-20 70 $159.84 $56.03 -64.9% HOLD
2026-07-17 70 $161.77 $56.03 -65.4% HOLD
2026-07-16 70 $160.53 $56.03 -65.1% HOLD
2026-07-15 70 $157.70 $56.03 -64.5% HOLD
2026-07-14 70 $157.70 $56.03 -64.5% HOLD
2026-07-13 70 $157.52 $56.03 -64.4% HOLD
2026-07-10 70 $155.34 $56.03 -63.9% HOLD
2026-07-09 70 $154.70 $56.03 -63.8% HOLD
2026-07-08 70 $158.01 $56.03 -64.5% HOLD
2026-07-07 70 $159.15 $56.03 -64.8% HOLD
2026-07-06 70 $160.44 $56.03 -65.1% HOLD
2026-07-03 70 $160.44 $56.03 -65.1% HOLD
2026-07-02 70 $159.96 $56.03 -65.0% HOLD
2026-06-25 70 $165.91 $56.66 -65.8% STRONG SELL
2026-06-23 70 $161.84 $55.87 -65.5% STRONG SELL