Centuri Holdings, Inc. (CTRI) vs Northwest Natural Gas Company (NWN)

Centuri Holdings, Inc. and Northwest Natural Gas Company are both Utilities Regulated Gas companies. Centuri Holdings, Inc. and Northwest Natural Gas Company are of similar size ($2.1B and $2.0B). Northwest Natural Gas Company trades at the lower P/E: 15.7× against 66.5×. Centuri Holdings, Inc. grew revenue faster over the last twelve months: 25.2% against 4.41%. Northwest Natural Gas Company has the higher net margin (9.75% vs 0.85%) and the higher return on invested capital (4.44% vs 3.73%). Across the 19 metrics below, Northwest Natural Gas Company leads on 10 and Centuri Holdings, Inc. on 9.

Valuation

Metric CTRI NWN Utilities Regulated Gas median
P/E 66.55 15.66 15.65
P/S 0.61 1.53 2.04
P/B 2.40 1.27 1.50
Price to free cash flow 72.19 n/m —
EV/EBITDA 10.46 9.32 11.49
EV/Sales 0.82 3.54 3.54
Earnings yield 1.50% 6.39% 6.39%
Free cash flow yield 1.39% (13.44%) (5.71%)

Profitability

Metric CTRI NWN Utilities Regulated Gas median
Gross margin 7.76% 70.76% 63.14%
Operating margin 2.73% 22.85% 21.47%
Net margin 0.85% 9.75% 13.00%
Free cash flow margin 0.85% (20.57%) (13.27%)
Return on equity 4.02% 8.35% 9.47%
Return on assets 1.28% 2.06% 3.80%
Return on invested capital 3.73% 4.44% 4.29%

Growth

Metric CTRI NWN Utilities Regulated Gas median
Revenue growth (TTM) 25.17% 4.41% 6.36%
EPS growth (last fiscal year) 412.50% 36.45% —
Revenue growth, 5-year CAGR — 10.75% 6.36%
Net income growth, 5-year CAGR — 8.10% 8.10%

Health

Metric CTRI NWN Utilities Regulated Gas median
Debt to equity 0.83 1.68 1.22
Current ratio 1.82 0.77 0.78
Net debt to EBITDA 2.41 5.46 4.68

Dividend

Metric CTRI NWN Utilities Regulated Gas median
Dividend yield — 5.49% 4.31%
Payout ratio — 0.69 0.62

Size

Metric CTRI NWN Utilities Regulated Gas median
Market cap 2.06b 1.99b 4.52b

Compare with another peer

Any metric, up to five companies and an Excel export Powerpack