Ameresco, Inc. (AMRC) vs Orion Group Holdings, Inc. (ORN)

Ameresco, Inc. and Orion Group Holdings, Inc. are both Engineering & Construction companies. Ameresco, Inc. is the larger, with a market value of $1.2B against $345.0M — 3.3× the size. Ameresco, Inc. trades at the lower P/E: 40.5× against 90.4×. Ameresco, Inc. grew revenue faster over the last twelve months: 8.89% against 7.05%. Ameresco, Inc. has the higher net margin (1.40% vs 0.40%) and the higher return on invested capital (2.76% vs 1.92%). Across the 21 metrics below, Ameresco, Inc. leads on 13 and Orion Group Holdings, Inc. on 8.

Valuation

Metric AMRC ORN Engineering & Construction median
P/E 40.53 90.41 28.59
P/S 0.56 0.39 1.15
P/B 0.84 2.11 3.96
Price to free cash flow n/m 55.84 25.24
EV/EBITDA 11.14 11.19 14.87
EV/Sales 1.42 0.50 1.42
Earnings yield 2.47% 1.11% 2.47%
Free cash flow yield (9.20%) 1.79% 1.91%

Profitability

Metric AMRC ORN Engineering & Construction median
Gross margin 16.13% 11.78% 18.76%
Operating margin 6.72% 0.92% 6.26%
Net margin 1.40% 0.40% 2.23%
Free cash flow margin (5.13%) 0.69% 1.83%
Return on equity 2.34% 2.27% 7.90%
Return on assets 0.62% 0.78% 0.87%
Return on invested capital 2.76% 1.92% 2.52%

Growth

Metric AMRC ORN Engineering & Construction median
Revenue growth (TTM) 8.89% 7.05% 16.67%
EPS growth (last fiscal year) (22.43%) 220.00% —
Revenue growth, 5-year CAGR 13.36% 3.72% 11.76%
Net income growth, 5-year CAGR (3.91%) (34.23%) 0.00%

Health

Metric AMRC ORN Engineering & Construction median
Debt to equity 1.45 0.65 0.40
Current ratio 1.67 1.52 1.39
Net debt to EBITDA 7.35 0.23 0.38

Dividend

Metric AMRC ORN Engineering & Construction median
Dividend yield — 1.87% 0.65%
Payout ratio 0.00 0.00 0.00

Size

Metric AMRC ORN Engineering & Construction median
Market cap 1.15b 345.02m 1.31b

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