ACV Auctions Inc. (ACVA) vs Boyd Group Services Inc. (BGSI)

ACV Auctions Inc. and Boyd Group Services Inc. are both Auto & Truck Dealerships companies. Boyd Group Services Inc. is the larger, with a market value of $2.2B against $1.8B — 1.2× the size. ACV Auctions Inc. has negative trailing earnings, so its P/E is not meaningful; Boyd Group Services Inc. trades at 119×. ACV Auctions Inc. grew revenue faster over the last twelve months: 13.3% against 9.77%. Boyd Group Services Inc. has the higher net margin (0.39% vs −7.88%) and the higher return on invested capital (2.51% vs −10.1%). Across the 19 metrics below, Boyd Group Services Inc. leads on 12 and ACV Auctions Inc. on 7.

Valuation

Metric ACVA BGSI Auto & Truck Dealerships median
P/E n/m 119.33 16.07
P/S 2.23 0.66 0.43
P/B 4.59 1.29 2.36
Price to free cash flow n/m 6.40 10.48
EV/EBITDA n/m 8.50 8.50
EV/Sales 2.19 0.94 0.89
Earnings yield (3.44%) 0.84% 2.72%
Free cash flow yield (0.39%) 15.62% 2.83%

Profitability

Metric ACVA BGSI Auto & Truck Dealerships median
Gross margin 50.98% 46.50% 19.56%
Operating margin (7.09%) 3.19% 3.73%
Net margin (7.88%) 0.39% 1.07%
Free cash flow margin (0.87%) 10.34% 2.34%
Return on equity (15.06%) 1.03% 10.04%
Return on assets (5.69%) 0.39% 0.61%
Return on invested capital (10.08%) 2.51% 6.85%

Growth

Metric ACVA BGSI Auto & Truck Dealerships median
Revenue growth (TTM) 13.30% 9.77% 1.46%
EPS growth (last fiscal year) 18.75% (28.07%) —
Revenue growth, 5-year CAGR 29.53% 15.02% 10.46%
Net income growth, 5-year CAGR 0.00% (16.03%) 0.00%

Health

Metric ACVA BGSI Auto & Truck Dealerships median
Debt to equity 0.53 0.58 0.55
Current ratio 1.52 0.60 1.15
Net debt to EBITDA 4.19 (0.84) 1.34

Dividend

Metric ACVA BGSI Auto & Truck Dealerships median
Dividend yield — — 1.37%
Payout ratio 0.00 — 0.00

Size

Metric ACVA BGSI Auto & Truck Dealerships median
Market cap 1.78b 2.20b 2.10b

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