Clarus Corporation (CLAR) vs PLBY Group, Inc. (PLBY)

Clarus Corporation and PLBY Group, Inc. are both Leisure companies. Clarus Corporation and PLBY Group, Inc. are of similar size ($134.4M and $127.0M). Clarus Corporation has negative trailing earnings, so its P/E is not meaningful; PLBY Group, Inc. trades at 166×. PLBY Group, Inc. grew revenue faster over the last twelve months: 4.51% against −0.53%. PLBY Group, Inc. has the higher net margin (0.23% vs −12.4%) and the higher return on invested capital (2.32% vs −16.1%). Across the 18 metrics below, PLBY Group, Inc. leads on 12 and Clarus Corporation on 6.

Valuation

Metric CLAR PLBY Leisure median
P/E n/m 166.13 17.42
P/S 0.54 0.94 1.02
P/B 0.69 5.17 2.13
Price to free cash flow n/m 70.74 11.49
EV/EBITDA n/m 36.26 9.97
EV/Sales 0.44 1.94 2.00
Earnings yield (22.91%) 0.60% 2.85%
Free cash flow yield (0.42%) 1.41% 3.64%

Profitability

Metric CLAR PLBY Leisure median
Gross margin 36.68% 72.70% 48.02%
Operating margin (17.21%) 4.35% 3.08%
Net margin (12.44%) 0.23% 2.58%
Free cash flow margin (0.13%) 1.33% 2.13%
Return on equity (14.87%) 10.55% 0.00%
Return on assets (11.62%) 0.10% 0.05%
Return on invested capital (16.08%) 2.32% 3.95%

Growth

Metric CLAR PLBY Leisure median
Revenue growth (TTM) (0.53%) 4.51% 3.28%
EPS growth (last fiscal year) 11.68% 87.50% —
Revenue growth, 5-year CAGR 2.26% (13.28%) 4.22%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CLAR PLBY Leisure median
Debt to equity 0.00 6.83 0.02
Current ratio 4.45 0.79 1.76
Net debt to EBITDA 0.85 (16.17) 1.85

Dividend

Metric CLAR PLBY Leisure median
Dividend yield 1.65% — 2.86%
Payout ratio 0.15 0.00 0.00

Size

Metric CLAR PLBY Leisure median
Market cap 134.39m 127.00m 293.27m

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