Traeger, Inc. (COOK) vs Lifetime Brands, Inc. (LCUT)

Traeger, Inc. and Lifetime Brands, Inc. are both Furnishings Fixtures & Appliances companies. Lifetime Brands, Inc. is the larger, with a market value of $212.4M against $131.4M — 1.6× the size. Traeger, Inc. has negative trailing earnings, so its P/E is not meaningful; Lifetime Brands, Inc. trades at 6.5×. Lifetime Brands, Inc. grew revenue faster over the last twelve months: −1.48% against −16.3%. Lifetime Brands, Inc. has the higher net margin (4.81% vs −23.2%) and the higher return on invested capital (9.73% vs −12.0%). Across the 20 metrics below, Lifetime Brands, Inc. leads on 13 and Traeger, Inc. on 7.

Valuation

Metric COOK LCUT Furnishings Fixtures & Appliances median
P/E n/m 6.46 14.03
P/S 0.26 0.31 0.52
P/B 0.77 0.95 1.06
Price to free cash flow 2.09 9.86 9.86
EV/EBITDA 15.75 4.35 7.67
EV/Sales 0.97 0.53 0.67
Earnings yield (90.21%) 15.49% 3.50%
Free cash flow yield 47.85% 10.14% 7.55%

Profitability

Metric COOK LCUT Furnishings Fixtures & Appliances median
Gross margin 39.86% 43.36% 37.53%
Operating margin (20.16%) 8.48% 2.03%
Net margin (23.23%) 4.81% 1.65%
Free cash flow margin 12.64% 3.16% 3.92%
Return on equity (51.03%) 15.77% 5.51%
Return on assets (15.70%) 5.44% 1.69%
Return on invested capital (12.03%) 9.73% 3.55%

Growth

Metric COOK LCUT Furnishings Fixtures & Appliances median
Revenue growth (TTM) (16.30%) (1.48%) 1.14%
EPS growth (last fiscal year) (222.22%) (74.65%) —
Revenue growth, 5-year CAGR 0.50% (3.37%) 0.64%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric COOK LCUT Furnishings Fixtures & Appliances median
Debt to equity 2.39 0.68 0.17
Current ratio 3.49 2.11 1.97
Net debt to EBITDA 12.92 3.74 0.06

Dividend

Metric COOK LCUT Furnishings Fixtures & Appliances median
Dividend yield — 1.98% 2.20%
Payout ratio 0.00 0.43 0.09

Size

Metric COOK LCUT Furnishings Fixtures & Appliances median
Market cap 131.38m 212.42m 212.02m

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