Deluxe Corporation (DLX) vs Live Oak Acquisition Corp. V (TMS)

Deluxe Corporation and Live Oak Acquisition Corp. V are both Conglomerates companies. Deluxe Corporation is the larger, with a market value of $1.1B against $402.5M — 2.6× the size. Live Oak Acquisition Corp. V has negative trailing earnings, so its P/E is not meaningful; Deluxe Corporation trades at 10.3×. Deluxe Corporation has the higher net margin (4.76% vs 0.00%) and the lower return on invested capital (7.47% vs 31.1%). Across the 14 metrics below, Deluxe Corporation leads on 11 and Live Oak Acquisition Corp. V on 3.

Valuation

Metric DLX TMS Conglomerates median
P/E 10.30 n/m 16.16
P/S 0.50 n/m 0.80
P/B 1.50 2.66 1.50
Price to free cash flow 5.08 n/m 12.10
EV/EBITDA 5.67 3.38 11.13
EV/Sales 1.17 n/m 1.25
Earnings yield 9.71% (24.60%) 0.37%
Free cash flow yield 19.70% (1.91%) (0.75%)

Profitability

Metric DLX TMS Conglomerates median
Gross margin 52.51% — 33.55%
Operating margin 11.88% 0.00% 2.86%
Net margin 4.76% 0.00% 0.49%
Free cash flow margin 9.90% 0.00% (0.47%)
Return on equity 14.94% 0.00% 0.27%
Return on assets 3.95% 0.00% 0.00%
Return on invested capital 7.47% 31.08% 1.29%

Growth

Metric DLX TMS Conglomerates median
Revenue growth (TTM) 0.28% — 8.17%
EPS growth (last fiscal year) 58.47% (77,435.14%) (8.46%)
Revenue growth, 5-year CAGR 3.56% — 6.01%
Net income growth, 5-year CAGR 73.71% — 0.00%

Health

Metric DLX TMS Conglomerates median
Debt to equity 2.02 2.64 0.51
Current ratio 1.20 0.73 1.77
Net debt to EBITDA 3.33 0.15 1.29

Dividend

Metric DLX TMS Conglomerates median
Dividend yield 5.18% — 3.06%
Payout ratio 0.55 — 0.30

Size

Metric DLX TMS Conglomerates median
Market cap 1.05b 402.52m 425.00m

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