Alta Equipment Group Inc. (ALTG) vs Aaron's Holdings Company, Inc. (PRG)

Alta Equipment Group Inc. and Aaron's Holdings Company, Inc. are both Rental & Leasing Services companies. Aaron's Holdings Company, Inc. is the larger, with a market value of $1.3B against $190.1M — 6.8× the size. Alta Equipment Group Inc. has negative trailing earnings, so its P/E is not meaningful; Aaron's Holdings Company, Inc. trades at 8.9×. Aaron's Holdings Company, Inc. grew revenue faster over the last twelve months: 7.96% against −1.80%. Aaron's Holdings Company, Inc. has the higher net margin (5.61% vs −4.58%) and the higher return on invested capital (8.67% vs 1.51%). Both pay a dividend; Alta Equipment Group Inc. yields more (1.94% vs 0.40%). Across the 20 metrics below, Aaron's Holdings Company, Inc. leads on 13 and Alta Equipment Group Inc. on 7.

Valuation

Metric ALTG PRG Rental & Leasing Services median
P/E n/m 8.88 19.17
P/S 0.11 0.50 0.99
P/B n/m 1.63 2.23
Price to free cash flow 3.00 4.12 8.31
EV/EBITDA 6.00 1.19 7.84
EV/Sales 0.50 0.81 2.53
Earnings yield (41.32%) 11.26% 0.95%
Free cash flow yield 33.30% 24.29% 1.43%

Profitability

Metric ALTG PRG Rental & Leasing Services median
Gross margin 25.90% 94.71% 49.40%
Operating margin 0.90% 8.49% 8.49%
Net margin (4.58%) 5.61% 1.01%
Free cash flow margin 3.74% 12.20% 1.87%
Return on equity (2,163.64%) 19.90% 12.13%
Return on assets (6.04%) 8.37% 0.24%
Return on invested capital 1.51% 8.67% 2.80%

Growth

Metric ALTG PRG Rental & Leasing Services median
Revenue growth (TTM) (1.80%) 7.96% 3.21%
EPS growth (last fiscal year) (30.10%) (20.75%) —
Revenue growth, 5-year CAGR 16.01% (0.61%) 12.97%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ALTG PRG Rental & Leasing Services median
Debt to equity (20.18) 1.10 1.48
Current ratio 1.38 4.03 1.36
Net debt to EBITDA 4.42 0.16 4.32

Dividend

Metric ALTG PRG Rental & Leasing Services median
Dividend yield 1.94% 0.40% 1.59%
Payout ratio 1.52 0.00 0.00

Size

Metric ALTG PRG Rental & Leasing Services median
Market cap 190.12m 1.30b 2.42b

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