AZZ Inc. (AZZ) vs Target Hospitality Corp. (TH)
AZZ Inc. and Target Hospitality Corp. are both Specialty Business Services companies. AZZ Inc. is the larger, with a market value of $4.2B against $2.2B — 1.9× the size. Target Hospitality Corp. has negative trailing earnings, so its P/E is not meaningful; AZZ Inc. trades at 20.8×. Target Hospitality Corp. grew revenue faster over the last twelve months: 11.9% against 5.68%. AZZ Inc. has the higher net margin (11.8% vs −10.9%) and the higher return on invested capital (9.16% vs −5.94%). Across the 21 metrics below, AZZ Inc. leads on 18 and Target Hospitality Corp. on 3.
Valuation
Profitability
| Metric | AZZ | TH | Specialty Business Services median |
|---|---|---|---|
| Gross margin | 24.04% | 13.73% | 35.31% |
| Operating margin | 16.23% | (11.10%) | 3.43% |
| Net margin | 11.83% | (10.85%) | 1.67% |
| Free cash flow margin | 10.22% | 3.00% | 3.28% |
| Return on equity | 15.32% | (9.78%) | 0.58% |
| Return on assets | 8.99% | (6.34%) | 0.33% |
| Return on invested capital | 9.16% | (5.94%) | 0.65% |
Growth
Health
Dividend
Size
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