Boston Omaha Corporation (BOC) vs Compass Diversified Holdings (CODI)

Boston Omaha Corporation and Compass Diversified Holdings are both Conglomerates companies. Compass Diversified Holdings is the larger, with a market value of $799.0M against $383.5M — 2.1× the size. Boston Omaha Corporation grew revenue faster over the last twelve months: 9.87% against −4.83%. Compass Diversified Holdings has the higher net margin (−5.29% vs −11.4%) and the higher return on invested capital (1.84% vs −0.64%). Across the 19 metrics below, Compass Diversified Holdings leads on 11 and Boston Omaha Corporation on 8.

Valuation

Metric BOC CODI Conglomerates median
P/E n/m n/m 16.16
P/S 3.31 0.42 0.80
P/B 0.74 5.82 1.50
Price to free cash flow n/m 9.46 12.10
EV/EBITDA 15.84 10.99 11.13
EV/Sales 3.41 1.25 1.25
Earnings yield (3.34%) (21.68%) 0.37%
Free cash flow yield (1.49%) 10.57% (0.75%)

Profitability

Metric BOC CODI Conglomerates median
Gross margin 35.45% 44.59% 33.55%
Operating margin (4.69%) 3.46% 2.86%
Net margin (11.44%) (5.29%) 0.49%
Free cash flow margin (4.95%) 4.44% (0.47%)
Return on equity (2.47%) (304.87%) 0.27%
Return on assets (1.87%) (3.15%) 0.00%
Return on invested capital (0.64%) 1.84% 1.29%

Growth

Metric BOC CODI Conglomerates median
Revenue growth (TTM) 9.87% (4.83%) 8.17%
EPS growth (last fiscal year) (900.00%) (214.91%) (8.46%)
Revenue growth, 5-year CAGR 20.12% 5.29% 6.01%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BOC CODI Conglomerates median
Debt to equity 0.09 2.61 0.51
Current ratio 2.05 2.26 1.77
Net debt to EBITDA (1.33) 11.78 1.29

Dividend

Metric BOC CODI Conglomerates median
Dividend yield — 0.00% 3.06%
Payout ratio — — 0.30

Size

Metric BOC CODI Conglomerates median
Market cap 383.51m 799.01m 425.00m

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