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AAR Corp. (AIR) vs Karman Holdings Inc. (KRMN)

AAR Corp. and Karman Holdings Inc. are both Aerospace & Defense companies. AAR Corp. and Karman Holdings Inc. are of similar size ($4.3B and $4.2B). AAR Corp. trades at the lower P/E: 21.2× against 111×. Karman Holdings Inc. grew revenue faster over the last twelve months: 50.2% against 22.0%. Karman Holdings Inc. has the higher net margin (6.31% vs 5.55%) and the lower return on invested capital (5.09% vs 7.10%). Across the 19 metrics below, AAR Corp. leads on 14 and Karman Holdings Inc. on 5.

Valuation

Metric AIR KRMN Aerospace & Defense median
P/E 21.23 111.34 28.48
P/S 1.19 7.26 2.95
P/B 2.37 10.16 2.68
Price to free cash flow 22.38 n/m 31.70
EV/EBITDA 13.42 32.54 16.85
EV/Sales 1.41 8.61 2.74
Earnings yield 4.71% 0.90% 0.89%
Free cash flow yield 4.47% (0.64%) 0.00%

Profitability

Metric AIR KRMN Aerospace & Defense median
Gross margin 19.06% 41.67% 26.41%
Operating margin 8.17% 16.82% 3.69%
Net margin 5.55% 6.31% 2.74%
Free cash flow margin 5.30% (4.63%) 0.00%
Return on equity 12.93% 9.50% 4.44%
Return on assets 6.09% 3.10% 1.90%
Return on invested capital 7.10% 5.09% 0.26%

Growth

Metric AIR KRMN Aerospace & Defense median
Revenue growth (TTM) 21.97% 50.23% 18.03%
EPS growth (last fiscal year) 1,288.57% 62.50% 24.80%
Revenue growth, 5-year CAGR 14.89% — 9.73%
Net income growth, 5-year CAGR 39.60% — 0.00%

Health

Metric AIR KRMN Aerospace & Defense median
Debt to equity 0.50 2.01 0.20
Current ratio 2.83 3.56 2.85
Net debt to EBITDA 2.23 4.60 1.29

Dividend

Metric AIR KRMN Aerospace & Defense median
Dividend yield — — 0.91%
Payout ratio — — 0.30

Size

Metric AIR KRMN Aerospace & Defense median
Market cap 4.20b 4.25b 1.78b

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