Alliance Laundry Holdings Inc. (ALH) vs Mohawk Industries, Inc. (MHK)

Alliance Laundry Holdings Inc. and Mohawk Industries, Inc. are both Furnishings Fixtures & Appliances companies. Mohawk Industries, Inc. is the larger, with a market value of $7.2B against $4.3B — 1.7× the size. Mohawk Industries, Inc. trades at the lower P/E: 16.5× against 23.3×. Alliance Laundry Holdings Inc. has the higher net margin (10.1% vs 4.15%) and the higher return on invested capital (10.6% vs 3.71%). Across the 19 metrics below, Mohawk Industries, Inc. leads on 11 and Alliance Laundry Holdings Inc. on 8.

Valuation

Metric ALH MHK Furnishings Fixtures & Appliances median
P/E 23.26 16.53 14.03
P/S 2.44 0.68 0.52
P/B 8.64 0.89 1.06
Price to free cash flow 16.91 9.36 9.86
EV/EBITDA 13.22 6.78 7.67
EV/Sales 3.29 0.78 0.67
Earnings yield 4.30% 6.05% 3.50%
Free cash flow yield 5.91% 10.68% 7.55%

Profitability

Metric ALH MHK Furnishings Fixtures & Appliances median
Gross margin 37.72% 24.28% 37.53%
Operating margin 19.06% 5.10% 2.03%
Net margin 10.08% 4.15% 1.65%
Free cash flow margin 14.45% 7.26% 3.92%
Return on equity 158.98% 5.51% 5.51%
Return on assets 12.15% 3.36% 1.69%
Return on invested capital 10.55% 3.71% 3.55%

Growth

Metric ALH MHK Furnishings Fixtures & Appliances median
Revenue growth (TTM) — 4.62% 1.14%
EPS growth (last fiscal year) (0.71%) (27.15%) —
Revenue growth, 5-year CAGR — 2.46% 0.64%
Net income growth, 5-year CAGR — (6.43%) 0.00%

Health

Metric ALH MHK Furnishings Fixtures & Appliances median
Debt to equity 3.35 0.22 0.17
Current ratio 1.43 1.92 1.97
Net debt to EBITDA 3.86 1.01 0.06

Dividend

Metric ALH MHK Furnishings Fixtures & Appliances median
Dividend yield — — 2.20%
Payout ratio — 0.00 0.09

Size

Metric ALH MHK Furnishings Fixtures & Appliances median
Market cap 4.25b 7.22b 212.02m

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