Sendas Distribuidora S.A. Sponsored ADR (ASAIY) vs Krispy Kreme, Inc. (DNUT)

Sendas Distribuidora S.A. Sponsored ADR and Krispy Kreme, Inc. are both Grocery Stores companies. Sendas Distribuidora S.A. Sponsored ADR is the larger, with a market value of $1.3B against $518.8M — 2.4× the size. Krispy Kreme, Inc. has negative trailing earnings, so its P/E is not meaningful; Sendas Distribuidora S.A. Sponsored ADR trades at 14.4×. Sendas Distribuidora S.A. Sponsored ADR grew revenue faster over the last twelve months: 10.2% against −4.75%. Sendas Distribuidora S.A. Sponsored ADR has the higher net margin (1.28% vs −6.24%) and the higher return on invested capital (9.33% vs −1.24%). Both pay a dividend; Krispy Kreme, Inc. yields more (0.89% vs 0.70%). Across the 22 metrics below, Sendas Distribuidora S.A. Sponsored ADR leads on 17 and Krispy Kreme, Inc. on 5.

Valuation

Metric ASAIY DNUT Grocery Stores median
P/E 14.35 n/m 14.37
P/S 0.18 0.34 0.26
P/B 2.13 0.80 1.73
Price to free cash flow 3.11 12.26 11.51
EV/EBITDA 5.94 13.77 6.40
EV/Sales 0.48 0.92 0.33
Earnings yield 6.97% (19.38%) 6.14%
Free cash flow yield 32.17% 8.15% 7.48%

Profitability

Metric ASAIY DNUT Grocery Stores median
Gross margin 18.07% 75.19% 27.60%
Operating margin 5.71% (1.98%) 1.94%
Net margin 1.28% (6.24%) 1.60%
Free cash flow margin 5.86% 2.77% 1.64%
Return on equity 16.66% (13.67%) 8.97%
Return on assets 2.19% (3.66%) 3.10%
Return on invested capital 9.33% (1.24%) 5.82%

Growth

Metric ASAIY DNUT Grocery Stores median
Revenue growth (TTM) 10.17% (4.75%) 3.48%
EPS growth (last fiscal year) (37.85%) (15,200.00%) —
Revenue growth, 5-year CAGR 14.64% 6.30% 5.16%
Net income growth, 5-year CAGR (19.97%) 0.00% 0.00%

Health

Metric ASAIY DNUT Grocery Stores median
Debt to equity 4.17 1.40 0.46
Current ratio 1.12 0.36 1.11
Net debt to EBITDA 3.80 39.35 0.46

Dividend

Metric ASAIY DNUT Grocery Stores median
Dividend yield 0.70% 0.89% 2.20%
Payout ratio 0.13 0.00 0.13

Size

Metric ASAIY DNUT Grocery Stores median
Market cap 1.26b 518.76m 1.19b

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