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Babcock (BW) vs Luxfer Holdings PLC (LXFR)

Babcock and Luxfer Holdings PLC are both Specialty Industrial Machinery companies. Babcock is the larger, with a market value of $738.9M against $465.3M — 1.6× the size. Babcock has negative trailing earnings, so its P/E is not meaningful; Luxfer Holdings PLC trades at 57.5×. Babcock grew revenue faster over the last twelve months: 50.9% against −11.3%. Luxfer Holdings PLC has the higher net margin (2.22% vs −3.98%) and the lower return on invested capital (5.89% vs 134.7%). Across the 21 metrics below, Luxfer Holdings PLC leads on 11 and Babcock on 10.

Valuation

Metric BW LXFR Specialty Industrial Machinery median
P/E n/m 57.50 28.39
P/S 0.79 1.28 2.70
P/B 11.48 2.07 3.02
Price to free cash flow 4.16 28.84 23.32
EV/EBITDA 15.43 14.43 15.39
EV/Sales 0.73 1.47 2.81
Earnings yield (3.90%) 1.74% 3.12%
Free cash flow yield 24.04% 3.47% 3.24%

Profitability

Metric BW LXFR Specialty Industrial Machinery median
Gross margin 19.74% 24.82% 35.90%
Operating margin 3.08% 6.99% 11.22%
Net margin (3.98%) 2.22% 7.80%
Free cash flow margin 18.95% 4.66% 9.51%
Return on equity 26.41% 3.48% 10.50%
Return on assets (3.90%) 2.03% 4.60%
Return on invested capital 134.68% 5.89% 5.36%

Growth

Metric BW LXFR Specialty Industrial Machinery median
Revenue growth (TTM) 50.93% (11.27%) 6.45%
EPS growth (last fiscal year) 41.46% (58.82%) 4.97%
Revenue growth, 5-year CAGR 0.74% 3.44% 8.31%
Net income growth, 5-year CAGR 0.00% (17.38%) 5.04%

Health

Metric BW LXFR Specialty Industrial Machinery median
Debt to equity 5.28 0.26 0.35
Current ratio 1.45 2.33 2.11
Net debt to EBITDA 2.60 0.78 1.32

Dividend

Metric BW LXFR Specialty Industrial Machinery median
Dividend yield — 3.01% 1.10%
Payout ratio — 1.73 0.31

Size

Metric BW LXFR Specialty Industrial Machinery median
Market cap 738.87m 465.31m 1.91b

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