Brookfield Business Partners L.P. (BBUC) vs Compass Diversified Holdings (CODI)

Brookfield Business Partners L.P. and Compass Diversified Holdings are both Conglomerates companies. Brookfield Business Partners L.P. is the larger, with a market value of $5.2B against $846.4M — 6.1× the size. Compass Diversified Holdings grew revenue faster over the last twelve months: −4.83% against −10.5%. Brookfield Business Partners L.P. has the higher net margin (−0.20% vs −5.29%) and the higher return on invested capital (4.68% vs 1.84%). Both pay a dividend; Compass Diversified Holdings yields more (4.54% vs 1.09%). Across the 21 metrics below, Brookfield Business Partners L.P. leads on 11 and Compass Diversified Holdings on 10.

Valuation

Metric BBUC CODI Conglomerates median
P/E n/m n/m 17.47
P/S 0.19 0.47 0.88
P/B 0.36 6.54 1.40
Price to free cash flow 11.61 10.63 12.58
EV/EBITDA 6.27 11.45 11.36
EV/Sales 1.68 1.31 1.37
Earnings yield (1.53%) (19.29%) 0.65%
Free cash flow yield 8.61% 9.41% 0.00%

Profitability

Metric BBUC CODI Conglomerates median
Gross margin 19.71% 44.59% 33.55%
Operating margin 15.43% 3.46% 3.36%
Net margin (0.20%) (5.29%) 0.97%
Free cash flow margin 1.68% 4.44% (0.94%)
Return on equity (0.38%) (304.87%) 0.75%
Return on assets (0.07%) (3.15%) 0.10%
Return on invested capital 4.68% 1.84% 0.73%

Growth

Metric BBUC CODI Conglomerates median
Revenue growth (TTM) (10.49%) (4.83%) 8.17%
EPS growth (last fiscal year) 40.00% (214.91%) —
Revenue growth, 5-year CAGR (6.11%) 5.29% 6.01%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BBUC CODI Conglomerates median
Debt to equity 2.90 2.61 0.48
Current ratio 1.44 2.26 1.79
Net debt to EBITDA 5.42 11.78 1.36

Dividend

Metric BBUC CODI Conglomerates median
Dividend yield 1.09% 4.54% 2.53%
Payout ratio 1.92 — 0.00

Size

Metric BBUC CODI Conglomerates median
Market cap 5.15b 846.40m 519.65m

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack