Atkore Inc. (ATKR) vs Bloom Energy Corporation (BE)

Atkore Inc. and Bloom Energy Corporation are both Electrical Equipment & Parts companies. Bloom Energy Corporation is the larger, with a market value of $80.6B against $3.2B — 25.3× the size. Atkore Inc. has negative trailing earnings, so its P/E is not meaningful; Bloom Energy Corporation trades at 348×. Bloom Energy Corporation grew revenue faster over the last twelve months: 91.0% against 1.63%. Bloom Energy Corporation has the higher net margin (7.87% vs −5.51%) and the higher return on invested capital (13.7% vs 1.39%). Across the 20 metrics below, Bloom Energy Corporation leads on 11 and Atkore Inc. on 9.

Valuation

Metric ATKR BE Electrical Equipment & Parts median
P/E n/m 347.83 36.10
P/S 1.09 26.64 2.73
P/B 2.50 50.55 3.57
Price to free cash flow 50.60 133.15 33.31
EV/EBITDA 18.07 200.16 18.07
EV/Sales 1.23 26.63 2.75
Earnings yield (5.12%) 0.29% (5.84%)
Free cash flow yield 1.98% 0.75% 0.00%

Profitability

Metric ATKR BE Electrical Equipment & Parts median
Gross margin 19.98% 31.24% 25.38%
Operating margin 1.28% 11.24% 0.00%
Net margin (5.51%) 7.87% 0.00%
Free cash flow margin 2.15% 20.07% 0.00%
Return on equity (11.79%) 21.68% 0.94%
Return on assets (5.71%) 6.00% (1.50%)
Return on invested capital 1.39% 13.71% 0.00%

Growth

Metric ATKR BE Electrical Equipment & Parts median
Revenue growth (TTM) 1.63% 90.98% 9.28%
EPS growth (last fiscal year) (103.55%) (184.62%) —
Revenue growth, 5-year CAGR 10.06% 20.57% 9.80%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ATKR BE Electrical Equipment & Parts median
Debt to equity 0.60 1.60 0.08
Current ratio 2.73 4.09 2.18
Net debt to EBITDA 1.37 2.69 0.26

Dividend

Metric ATKR BE Electrical Equipment & Parts median
Dividend yield 0.33% — 0.84%
Payout ratio 0.00 0.00 0.00

Size

Metric ATKR BE Electrical Equipment & Parts median
Market cap 3.19b 80.59b 177.98m

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