Boston Omaha Corporation (BOC) vs FTAI Infrastructure Inc. (FIP)

Boston Omaha Corporation and FTAI Infrastructure Inc. are both Conglomerates companies. Boston Omaha Corporation is the larger, with a market value of $404.6M against $365.2M — 1.1× the size. FTAI Infrastructure Inc. grew revenue faster over the last twelve months: 72.3% against 9.87%. Boston Omaha Corporation has the higher net margin (−11.4% vs −91.9%) and the higher return on invested capital (−0.64% vs −0.66%). Across the 18 metrics below, Boston Omaha Corporation leads on 9 and FTAI Infrastructure Inc. on 9.

Valuation

Metric BOC FIP Conglomerates median
P/E n/m n/m 17.47
P/S 3.55 0.56 0.88
P/B 0.80 n/m 1.40
Price to free cash flow n/m n/m 12.58
EV/EBITDA 16.94 13.75 11.36
EV/Sales 3.65 4.49 1.37
Earnings yield (3.12%) (164.65%) 0.65%
Free cash flow yield (1.39%) (83.35%) 0.00%

Profitability

Metric BOC FIP Conglomerates median
Gross margin 35.45% 100.00% 33.55%
Operating margin (4.69%) (3.34%) 3.36%
Net margin (11.44%) (91.89%) 0.97%
Free cash flow margin (4.95%) (46.91%) (0.94%)
Return on equity (2.47%) 413.35% 0.75%
Return on assets (1.87%) (11.93%) 0.10%
Return on invested capital (0.64%) (0.66%) 0.73%

Growth

Metric BOC FIP Conglomerates median
Revenue growth (TTM) 9.87% 72.33% 8.17%
EPS growth (last fiscal year) (900.00%) 17.82% —
Revenue growth, 5-year CAGR 20.12% 48.94% 6.01%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric BOC FIP Conglomerates median
Debt to equity 0.09 (5.33) 0.48
Current ratio 2.05 0.28 1.79
Net debt to EBITDA (1.33) 19.73 1.36

Dividend

Metric BOC FIP Conglomerates median
Dividend yield — 2.75% 2.53%
Payout ratio 0.00 — 0.00

Size

Metric BOC FIP Conglomerates median
Market cap 404.60m 365.18m 519.65m

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