Bridger Aerospace Group Holdings, Inc. (BAER) vs Senstar Technologies Ltd. (SNT)

Bridger Aerospace Group Holdings, Inc. and Senstar Technologies Ltd. are both Security & Protection Services companies. Bridger Aerospace Group Holdings, Inc. is the larger, with a market value of $49.4M against $37.3M — 1.3× the size. Bridger Aerospace Group Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; Senstar Technologies Ltd. trades at 33.1×. Senstar Technologies Ltd. grew revenue faster over the last twelve months: −1.85% against −8.74%. Senstar Technologies Ltd. has the higher net margin (3.79% vs −35.0%) and the higher return on invested capital (2.78% vs 0.18%). Across the 18 metrics below, Senstar Technologies Ltd. leads on 14 and Bridger Aerospace Group Holdings, Inc. on 4.

Valuation

Metric BAER SNT Security & Protection Services median
P/E n/m 33.13 21.88
P/S 0.39 1.04 1.21
P/B n/m 0.89 2.21
Price to free cash flow n/m n/m 20.62
EV/EBITDA 14.56 19.46 12.37
EV/Sales 2.37 0.73 1.86
Earnings yield (90.00%) 3.02% 3.67%
Free cash flow yield (200.36%) (8.92%) 1.13%

Profitability

Metric BAER SNT Security & Protection Services median
Gross margin 38.10% 63.91% 41.45%
Operating margin 0.67% 3.77% 8.06%
Net margin (35.04%) 3.79% 3.72%
Free cash flow margin (78.37%) 0.00% 1.45%
Return on equity 10.96% 3.37% 9.87%
Return on assets (13.41%) 2.56% 2.54%
Return on invested capital 0.18% 2.78% 3.11%

Growth

Metric BAER SNT Security & Protection Services median
Revenue growth (TTM) (8.74%) (1.85%) 5.96%
EPS growth (last fiscal year) 48.15% 27.27% —
Revenue growth, 5-year CAGR — 1.75% 7.35%
Net income growth, 5-year CAGR 0.00% 54.96% 0.00%

Health

Metric BAER SNT Security & Protection Services median
Debt to equity 6.88 0.00 0.20
Current ratio 1.73 3.14 1.93
Net debt to EBITDA 5.69 (6.10) 1.55

Dividend

Metric BAER SNT Security & Protection Services median
Dividend yield — 36.70% 1.53%
Payout ratio 0.00 0.00 0.00

Size

Metric BAER SNT Security & Protection Services median
Market cap 49.42m 37.33m 395.79m

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