CONCRETE PUMPING HOLDINGS, INC. (BBCP) vs Matrix Service Company (MTRX)

CONCRETE PUMPING HOLDINGS, INC. and Matrix Service Company are both Engineering & Construction companies. CONCRETE PUMPING HOLDINGS, INC. is the larger, with a market value of $483.8M against $277.3M — 1.7× the size. Matrix Service Company has negative trailing earnings, so its P/E is not meaningful; CONCRETE PUMPING HOLDINGS, INC. trades at 57.5×. Matrix Service Company grew revenue faster over the last twelve months: 13.6% against 6.91%. CONCRETE PUMPING HOLDINGS, INC. has the higher net margin (2.03% vs −0.30%) and the higher return on invested capital (4.71% vs 0.00%). Across the 19 metrics below, CONCRETE PUMPING HOLDINGS, INC. leads on 13 and Matrix Service Company on 6.

Valuation

Metric BBCP MTRX Engineering & Construction median
P/E 57.47 n/m 28.59
P/S 1.16 0.32 1.15
P/B 1.84 1.95 3.96
Price to free cash flow 22.18 82.04 25.24
EV/EBITDA 8.49 n/m 14.87
EV/Sales 2.05 0.07 1.42
Earnings yield 1.74% (0.92%) 2.47%
Free cash flow yield 4.51% 1.22% 1.91%

Profitability

Metric BBCP MTRX Engineering & Construction median
Gross margin 38.25% 7.32% 18.76%
Operating margin 11.47% (1.10%) 6.26%
Net margin 2.03% (0.30%) 2.23%
Free cash flow margin 5.44% 0.39% 1.83%
Return on equity 3.25% (1.81%) 7.90%
Return on assets 0.96% (0.43%) 0.87%
Return on invested capital 4.71% 0.00% 2.52%

Growth

Metric BBCP MTRX Engineering & Construction median
Revenue growth (TTM) 6.91% 13.56% 16.67%
EPS growth (last fiscal year) (65.38%) 91.51% —
Revenue growth, 5-year CAGR 5.24% 5.34% 11.76%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BBCP MTRX Engineering & Construction median
Debt to equity 1.56 0.00 0.40
Current ratio 1.71 0.98 1.39
Net debt to EBITDA 3.86 227.98 0.38

Dividend

Metric BBCP MTRX Engineering & Construction median
Dividend yield — — 0.65%
Payout ratio 0.00 0.00 0.00

Size

Metric BBCP MTRX Engineering & Construction median
Market cap 483.78m 277.26m 1.31b

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