Deluxe Corporation (DLX) vs Falcon's Beyond Global, Inc. (FBYD)

Deluxe Corporation and Falcon's Beyond Global, Inc. are both Conglomerates companies. Deluxe Corporation is the larger, with a market value of $1.1B against $818.5M — 1.4× the size. Falcon's Beyond Global, Inc. has negative trailing earnings, so its P/E is not meaningful; Deluxe Corporation trades at 10.8×. Falcon's Beyond Global, Inc. grew revenue faster over the last twelve months: 181.4% against 0.28%. Deluxe Corporation has the higher net margin (4.76% vs −8.60%) and the higher return on invested capital (7.47% vs 0.73%). Across the 18 metrics below, Deluxe Corporation leads on 14 and Falcon's Beyond Global, Inc. on 4.

Valuation

Metric DLX FBYD Conglomerates median
P/E 10.81 n/m 17.47
P/S 0.53 16.94 0.88
P/B 1.57 12.26 1.40
Price to free cash flow 5.33 n/m 12.58
EV/EBITDA 5.79 352.72 11.36
EV/Sales 1.19 17.56 1.37
Earnings yield 9.25% (1.35%) 0.65%
Free cash flow yield 18.76% (4.93%) 0.00%

Profitability

Metric DLX FBYD Conglomerates median
Gross margin 52.51% 64.93% 33.55%
Operating margin 11.88% 2.35% 3.36%
Net margin 4.76% (8.60%) 0.97%
Free cash flow margin 9.90% (83.51%) (0.94%)
Return on equity 14.94% (12.07%) 0.75%
Return on assets 3.95% (2.43%) 0.10%
Return on invested capital 7.47% 0.73% 0.73%

Growth

Metric DLX FBYD Conglomerates median
Revenue growth (TTM) 0.28% 181.39% 8.17%
EPS growth (last fiscal year) 58.47% (97.87%) —
Revenue growth, 5-year CAGR 3.56% — 6.01%
Net income growth, 5-year CAGR 73.71% — 0.00%

Health

Metric DLX FBYD Conglomerates median
Debt to equity 2.02 0.55 0.48
Current ratio 1.20 0.66 1.79
Net debt to EBITDA 3.33 (1.05) 1.36

Dividend

Metric DLX FBYD Conglomerates median
Dividend yield 5.88% — 2.53%
Payout ratio 0.98 — 0.00

Size

Metric DLX FBYD Conglomerates median
Market cap 1.12b 818.50m 519.65m

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