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 $3.5B against $1.5B — 2.3× the size. Aaron's Holdings Company, Inc. trades at the lower P/E: 10.3× against 15.4×. Aaron's Holdings Company, Inc. has the higher net margin (5.46% vs 1.03%) and the lower return on invested capital (9.46% vs 23.5%). Across the 18 metrics below, Aaron's Holdings Company, Inc. leads on 15 and EquipmentShare.com Inc. on 3.

Valuation

Metric EQPT PRG Rental & Leasing Services median
P/E 15.37 10.29 20.11
P/S 0.68 0.56 1.11
P/B 2.88 1.91 2.44
Price to free cash flow n/m 4.89 11.04
EV/EBITDA 3.36 1.28 8.70
EV/Sales 1.33 0.83 2.87
Earnings yield 6.51% 9.72% 3.40%
Free cash flow yield (48.66%) 20.46% 0.63%

Profitability

Metric EQPT PRG Rental & Leasing Services median
Gross margin 49.70% 92.25% 48.46%
Operating margin 33.57% 8.52% 8.37%
Net margin 1.03% 5.46% 1.97%
Free cash flow margin (32.95%) 11.44% 2.91%
Return on equity 0.00% 19.95% 12.31%
Return on assets 1.49% 8.37% 0.88%
Return on invested capital 23.50% 9.46% 2.86%

Growth

Metric EQPT PRG Rental & Leasing Services median
Revenue growth (TTM) — 15.43% 4.47%
EPS growth (last fiscal year) 102.08% (20.75%) 1.04%
Revenue growth, 5-year CAGR — (0.61%) 11.45%
Net income growth, 5-year CAGR — 0.00% 0.00%

Health

Metric EQPT PRG Rental & Leasing Services median
Debt to equity 3.16 1.07 1.28
Current ratio 2.42 3.81 1.01
Net debt to EBITDA 4.59 0.16 4.19

Dividend

Metric EQPT PRG Rental & Leasing Services median
Dividend yield — 1.41% 1.38%
Payout ratio — 0.15 0.24

Size

Metric EQPT PRG Rental & Leasing Services median
Market cap 3.47b 1.52b 3.37b

Compare with another peer

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