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Compass Diversified Holdings (CODI) vs FTAI Infrastructure Inc. (FIP)

Compass Diversified Holdings and FTAI Infrastructure Inc. are both Conglomerates companies. Compass Diversified Holdings is the larger, with a market value of $863.0M against $347.5M — 2.5× the size. FTAI Infrastructure Inc. grew revenue faster over the last twelve months: 72.3% against −4.83%. Compass Diversified Holdings has the higher net margin (−5.29% vs −90.9%) and the higher return on invested capital (1.84% vs −0.66%). Only FTAI Infrastructure Inc. pays a dividend (4.08%). Across the 19 metrics below, Compass Diversified Holdings leads on 12 and FTAI Infrastructure Inc. on 7.

Valuation

Metric CODI FIP Conglomerates median
P/E n/m n/m 10.31
P/S 0.48 0.53 0.61
P/B 6.72 n/m 1.14
Price to free cash flow 10.91 n/m 14.01
EV/EBITDA 11.56 13.64 10.13
EV/Sales 1.32 4.46 1.29
Earnings yield (18.79%) (175.85%) 2.65%
Free cash flow yield 9.16% (89.02%) 0.00%

Profitability

Metric CODI FIP Conglomerates median
Gross margin 44.59% 100.00% 30.27%
Operating margin 3.46% (3.34%) 3.46%
Net margin (5.29%) (90.90%) 1.95%
Free cash flow margin 4.44% (46.91%) 0.00%
Return on equity (304.87%) 408.90% 0.94%
Return on assets (3.15%) (11.80%) 0.06%
Return on invested capital 1.84% (0.66%) 0.73%

Growth

Metric CODI FIP Conglomerates median
Revenue growth (TTM) (4.83%) 72.33% 6.98%
EPS growth (last fiscal year) 6.27% 17.82% 12.05%
Revenue growth, 5-year CAGR 5.29% 48.94% 6.85%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric CODI FIP Conglomerates median
Debt to equity 2.61 (5.33) 0.43
Current ratio 2.26 0.28 1.47
Net debt to EBITDA 11.78 19.73 1.17

Dividend

Metric CODI FIP Conglomerates median
Dividend yield 0.00% 4.08% 2.77%
Payout ratio — — 0.35

Size

Metric CODI FIP Conglomerates median
Market cap 862.95m 347.45m 422.37m

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