Alliance Laundry Holdings Inc. (ALH) vs SharkNinja, Inc. (SN)

Alliance Laundry Holdings Inc. and SharkNinja, Inc. are both Furnishings Fixtures & Appliances companies. SharkNinja, Inc. is the larger, with a market value of $24.9B against $4.3B — 5.9× the size. Alliance Laundry Holdings Inc. trades at the lower P/E: 23.3× against 36.1×. Alliance Laundry Holdings Inc. has the higher net margin (10.1% vs 10.1%) and the lower return on invested capital (10.6% vs 21.4%). Across the 19 metrics below, Alliance Laundry Holdings Inc. leads on 12 and SharkNinja, Inc. on 7.

Valuation

Metric ALH SN Furnishings Fixtures & Appliances median
P/E 23.26 36.05 14.03
P/S 2.44 3.64 0.52
P/B 8.64 8.84 1.06
Price to free cash flow 16.91 31.94 9.86
EV/EBITDA 13.22 22.75 7.67
EV/Sales 3.29 3.63 0.67
Earnings yield 4.30% 2.77% 3.50%
Free cash flow yield 5.91% 3.13% 7.55%

Profitability

Metric ALH SN Furnishings Fixtures & Appliances median
Gross margin 37.72% 48.92% 37.53%
Operating margin 19.06% 13.76% 2.03%
Net margin 10.08% 10.06% 1.65%
Free cash flow margin 14.45% 11.39% 3.92%
Return on equity 158.98% 27.53% 5.51%
Return on assets 12.15% 13.72% 1.69%
Return on invested capital 10.55% 21.37% 3.55%

Growth

Metric ALH SN Furnishings Fixtures & Appliances median
Revenue growth (TTM) — 17.49% 1.14%
EPS growth (last fiscal year) (0.71%) 58.84% —
Revenue growth, 5-year CAGR — 18.38% 0.64%
Net income growth, 5-year CAGR — 16.49% 0.00%

Health

Metric ALH SN Furnishings Fixtures & Appliances median
Debt to equity 3.35 0.25 0.17
Current ratio 1.43 2.08 1.97
Net debt to EBITDA 3.86 (0.04) 0.06

Dividend

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

Size

Metric ALH SN Furnishings Fixtures & Appliances median
Market cap 4.25b 24.93b 212.02m

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