Boston Omaha Corporation (BOC) vs Deluxe Corporation (DLX)

Boston Omaha Corporation and Deluxe Corporation are both Conglomerates companies. Deluxe Corporation is the larger, with a market value of $1.1B against $404.6M — 2.8× the size. Boston Omaha Corporation has negative trailing earnings, so its P/E is not meaningful; Deluxe Corporation trades at 10.8×. Boston Omaha Corporation grew revenue faster over the last twelve months: 9.87% against 0.28%. Deluxe Corporation has the higher net margin (4.76% vs −11.4%) and the higher return on invested capital (7.47% vs −0.64%). Across the 20 metrics below, Deluxe Corporation leads on 14 and Boston Omaha Corporation on 6.

Valuation

Metric BOC DLX Conglomerates median
P/E n/m 10.81 17.47
P/S 3.55 0.53 0.88
P/B 0.80 1.57 1.40
Price to free cash flow n/m 5.33 12.58
EV/EBITDA 16.94 5.79 11.36
EV/Sales 3.65 1.19 1.37
Earnings yield (3.12%) 9.25% 0.65%
Free cash flow yield (1.39%) 18.76% 0.00%

Profitability

Metric BOC DLX Conglomerates median
Gross margin 35.45% 52.51% 33.55%
Operating margin (4.69%) 11.88% 3.36%
Net margin (11.44%) 4.76% 0.97%
Free cash flow margin (4.95%) 9.90% (0.94%)
Return on equity (2.47%) 14.94% 0.75%
Return on assets (1.87%) 3.95% 0.10%
Return on invested capital (0.64%) 7.47% 0.73%

Growth

Metric BOC DLX Conglomerates median
Revenue growth (TTM) 9.87% 0.28% 8.17%
EPS growth (last fiscal year) (900.00%) 58.47% —
Revenue growth, 5-year CAGR 20.12% 3.56% 6.01%
Net income growth, 5-year CAGR 0.00% 73.71% 0.00%

Health

Metric BOC DLX Conglomerates median
Debt to equity 0.09 2.02 0.48
Current ratio 2.05 1.20 1.79
Net debt to EBITDA (1.33) 3.33 1.36

Dividend

Metric BOC DLX Conglomerates median
Dividend yield — 5.88% 2.53%
Payout ratio 0.00 0.98 0.00

Size

Metric BOC DLX Conglomerates median
Market cap 404.60m 1.12b 519.65m

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