Deluxe Corporation (DLX) vs Graham Holdings Company (GHC)

Deluxe Corporation and Graham Holdings Company are both Conglomerates companies. Graham Holdings Company is the larger, with a market value of $5.0B against $1.0B — 4.8× the size. Graham Holdings Company trades at the lower P/E: 10.5× against 10.6×. Graham Holdings Company grew revenue faster over the last twelve months: 4.26% against 0.28%. Graham Holdings Company has the higher net margin (9.66% vs 4.76%) and the lower return on invested capital (3.88% vs 7.47%). Both pay a dividend; Deluxe Corporation yields more (5.18% vs 0.62%). Across the 23 metrics below, Deluxe Corporation leads on 12 and Graham Holdings Company on 11.

Valuation

Metric DLX GHC Conglomerates median
P/E 10.59 10.47 10.53
P/S 0.50 0.99 0.64
P/B 1.50 1.06 1.14
Price to free cash flow 5.07 28.98 15.31
EV/EBITDA 5.66 10.10 10.37
EV/Sales 1.17 0.92 1.25
Earnings yield 9.45% 9.55% 1.02%
Free cash flow yield 19.72% 3.45% 0.00%

Profitability

Metric DLX GHC Conglomerates median
Gross margin 52.51% 30.02% 30.27%
Operating margin 11.88% 5.37% 3.36%
Net margin 4.76% 9.66% 0.59%
Free cash flow margin 9.90% 3.42% (0.12%)
Return on equity 14.94% 10.62% 0.30%
Return on assets 3.95% 6.12% 0.06%
Return on invested capital 7.47% 3.88% 0.73%

Growth

Metric DLX GHC Conglomerates median
Revenue growth (TTM) 0.28% 4.26% 8.17%
EPS growth (last fiscal year) 58.47% (59.32%) 12.05%
Revenue growth, 5-year CAGR 3.56% 11.20% 6.85%
Net income growth, 5-year CAGR 73.71% (0.54%) 0.00%

Health

Metric DLX GHC Conglomerates median
Debt to equity 2.02 0.18 0.46
Current ratio 1.20 1.76 1.71
Net debt to EBITDA 3.33 (1.24) 1.17

Dividend

Metric DLX GHC Conglomerates median
Dividend yield 5.18% 0.62% 2.58%
Payout ratio 0.55 0.07 0.36

Size

Metric DLX GHC Conglomerates median
Market cap 1.04b 4.95b 389.84m

Compare with another peer

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