EquipmentShare.com Inc. (EQPT) vs Aaron's Holdings Company, Inc. (PRG)

EquipmentShare.com Inc. and Aaron's Holdings Company, Inc. are both Rental & Leasing Services companies. EquipmentShare.com Inc. is the larger, with a market value of $4.1B against $1.3B — 3.2× the size. Aaron's Holdings Company, Inc. trades at the lower P/E: 8.9× against 19.3×. Aaron's Holdings Company, Inc. has the higher net margin (5.61% vs 1.03%) and the lower return on invested capital (8.67% vs 23.5%). Across the 18 metrics below, Aaron's Holdings Company, Inc. leads on 16 and EquipmentShare.com Inc. on 2.

Valuation

Metric EQPT PRG Rental & Leasing Services median
P/E 19.32 8.88 19.17
P/S 0.85 0.50 0.99
P/B 3.62 1.63 2.23
Price to free cash flow n/m 4.12 8.31
EV/EBITDA 3.80 1.19 7.84
EV/Sales 1.51 0.81 2.53
Earnings yield 5.18% 11.26% 0.95%
Free cash flow yield (38.71%) 24.29% 1.43%

Profitability

Metric EQPT PRG Rental & Leasing Services median
Gross margin 49.70% 94.71% 49.40%
Operating margin 33.57% 8.49% 8.49%
Net margin 1.03% 5.61% 1.01%
Free cash flow margin (32.95%) 12.20% 1.87%
Return on equity 0.00% 19.90% 12.13%
Return on assets 1.49% 8.37% 0.24%
Return on invested capital 23.50% 8.67% 2.80%

Growth

Metric EQPT PRG Rental & Leasing Services median
Revenue growth (TTM) — 7.96% 3.21%
EPS growth (last fiscal year) (74.36%) (20.75%) —
Revenue growth, 5-year CAGR — (0.61%) 12.97%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric EQPT PRG Rental & Leasing Services median
Debt to equity 3.16 1.10 1.48
Current ratio 2.42 4.03 1.36
Net debt to EBITDA 4.59 0.16 4.32

Dividend

Metric EQPT PRG Rental & Leasing Services median
Dividend yield — 0.40% 1.59%
Payout ratio — 0.00 0.00

Size

Metric EQPT PRG Rental & Leasing Services median
Market cap 4.14b 1.30b 2.42b

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