Bridger Aerospace Group Holdings, Inc. (BAER) vs SuperCom, Ltd. (SPCB)

Bridger Aerospace Group Holdings, Inc. and SuperCom, Ltd. are both Security & Protection Services companies. SuperCom, Ltd. is the larger, with a market value of $59.5M against $49.4M — 1.2× the size. Bridger Aerospace Group Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; SuperCom, Ltd. trades at 9.2×. SuperCom, Ltd. grew revenue faster over the last twelve months: 0.94% against −8.74%. SuperCom, Ltd. has the higher net margin (13.4% vs −35.0%) and the lower return on invested capital (−0.40% vs 0.18%). Across the 16 metrics below, SuperCom, Ltd. leads on 13 and Bridger Aerospace Group Holdings, Inc. on 3.

Valuation

Metric BAER SPCB Security & Protection Services median
P/E n/m 9.18 21.88
P/S 0.39 1.51 1.21
P/B n/m 0.97 2.21
Price to free cash flow n/m n/m 20.62
EV/EBITDA 14.56 n/m 12.37
EV/Sales 2.37 1.74 1.86
Earnings yield (90.00%) 10.90% 3.67%
Free cash flow yield (200.36%) (47.36%) 1.13%

Profitability

Metric BAER SPCB Security & Protection Services median
Gross margin 38.10% 55.18% 41.45%
Operating margin 0.67% (1.15%) 8.06%
Net margin (35.04%) 13.44% 3.72%
Free cash flow margin (78.37%) (71.27%) 1.45%
Return on equity 10.96% 13.58% 9.87%
Return on assets (13.41%) 6.56% 2.54%
Return on invested capital 0.18% (0.40%) 3.11%

Growth

Metric BAER SPCB Security & Protection Services median
Revenue growth (TTM) (8.74%) 0.94% 5.96%
EPS growth (last fiscal year) 48.15% 115.79% —
Revenue growth, 5-year CAGR — 18.84% 7.35%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BAER SPCB Security & Protection Services median
Debt to equity 6.88 0.43 0.20
Current ratio 1.73 7.96 1.93
Net debt to EBITDA 5.69 1.84 1.55

Dividend

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

Size

Metric BAER SPCB Security & Protection Services median
Market cap 49.42m 59.48m 395.79m

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