CONCRETE PUMPING HOLDINGS, INC. (BBCP) vs Orion Group Holdings, Inc. (ORN)

CONCRETE PUMPING HOLDINGS, INC. and Orion Group Holdings, Inc. are both Engineering & Construction companies. CONCRETE PUMPING HOLDINGS, INC. is the larger, with a market value of $483.8M against $345.0M — 1.4× the size. CONCRETE PUMPING HOLDINGS, INC. trades at the lower P/E: 57.5× against 90.4×. Orion Group Holdings, Inc. grew revenue faster over the last twelve months: 7.05% against 6.91%. CONCRETE PUMPING HOLDINGS, INC. has the higher net margin (2.03% vs 0.40%) and the higher return on invested capital (4.71% vs 1.92%). Across the 22 metrics below, CONCRETE PUMPING HOLDINGS, INC. leads on 16 and Orion Group Holdings, Inc. on 6.

Valuation

Metric BBCP ORN Engineering & Construction median
P/E 57.47 90.41 28.59
P/S 1.16 0.39 1.15
P/B 1.84 2.11 3.96
Price to free cash flow 22.18 55.84 25.24
EV/EBITDA 8.49 11.19 14.87
EV/Sales 2.05 0.50 1.42
Earnings yield 1.74% 1.11% 2.47%
Free cash flow yield 4.51% 1.79% 1.91%

Profitability

Metric BBCP ORN Engineering & Construction median
Gross margin 38.25% 11.78% 18.76%
Operating margin 11.47% 0.92% 6.26%
Net margin 2.03% 0.40% 2.23%
Free cash flow margin 5.44% 0.69% 1.83%
Return on equity 3.25% 2.27% 7.90%
Return on assets 0.96% 0.78% 0.87%
Return on invested capital 4.71% 1.92% 2.52%

Growth

Metric BBCP ORN Engineering & Construction median
Revenue growth (TTM) 6.91% 7.05% 16.67%
EPS growth (last fiscal year) (65.38%) 220.00% —
Revenue growth, 5-year CAGR 5.24% 3.72% 11.76%
Net income growth, 5-year CAGR 0.00% (34.23%) 0.00%

Health

Metric BBCP ORN Engineering & Construction median
Debt to equity 1.56 0.65 0.40
Current ratio 1.71 1.52 1.39
Net debt to EBITDA 3.86 0.23 0.38

Dividend

Metric BBCP ORN Engineering & Construction median
Dividend yield — 1.87% 0.65%
Payout ratio 0.00 0.00 0.00

Size

Metric BBCP ORN Engineering & Construction median
Market cap 483.78m 345.02m 1.31b

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