Cimpress plc (CMPR) vs First Advantage Corporation (FA)

Cimpress plc and First Advantage Corporation are both Specialty Business Services companies. First Advantage Corporation is the larger, with a market value of $3.4B against $1.9B — 1.8× the size. Cimpress plc trades at the lower P/E: 20.4× against 135×. First Advantage Corporation grew revenue faster over the last twelve months: 32.9% against 9.80%. Cimpress plc has the higher net margin (2.57% vs 1.51%) and the higher return on invested capital (19.6% vs 3.59%). Across the 20 metrics below, Cimpress plc leads on 14 and First Advantage Corporation on 6.

Valuation

Metric CMPR FA Specialty Business Services median
P/E 20.36 135.27 23.86
P/S 0.52 2.02 1.06
P/B n/m 2.60 2.37
Price to free cash flow 14.95 17.22 16.54
EV/EBITDA 8.04 11.98 11.51
EV/Sales 0.87 3.12 1.51
Earnings yield 4.91% 0.74% 2.14%
Free cash flow yield 6.69% 5.81% 1.55%

Profitability

Metric CMPR FA Specialty Business Services median
Gross margin 46.29% 45.22% 35.31%
Operating margin 6.72% 10.68% 3.43%
Net margin 2.57% 1.51% 1.67%
Free cash flow margin 3.28% 11.75% 3.28%
Return on equity (18.15%) 1.94% 0.58%
Return on assets 4.60% 0.66% 0.33%
Return on invested capital 19.59% 3.59% 0.65%

Growth

Metric CMPR FA Specialty Business Services median
Revenue growth (TTM) 9.80% 32.89% 6.04%
EPS growth (last fiscal year) 553.45% 72.97% —
Revenue growth, 5-year CAGR 7.72% 25.33% 7.66%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CMPR FA Specialty Business Services median
Debt to equity (3.37) 1.57 0.21
Current ratio 0.73 2.53 1.62
Net debt to EBITDA 3.16 4.75 1.16

Dividend

Metric CMPR FA Specialty Business Services median
Dividend yield 1.89% — 1.61%
Payout ratio 0.00 0.00 0.00

Size

Metric CMPR FA Specialty Business Services median
Market cap 1.91b 3.42b 879.14m

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