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 $3.7B against $1.2B — 3.0× the size. Aaron's Holdings Company, Inc. trades at the lower P/E: 8.4× against 15.1×. 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 15.14 8.42 18.17
P/S 0.67 0.48 0.92
P/B 2.84 1.55 2.15
Price to free cash flow n/m 3.90 7.80
EV/EBITDA 3.33 1.15 7.72
EV/Sales 1.32 0.78 2.47
Earnings yield 6.61% 11.87% 1.00%
Free cash flow yield (49.41%) 25.62% 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%) (8.44%)
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 — 1.77% 1.56%
Payout ratio — 0.15 0.22

Size

Metric EQPT PRG Rental & Leasing Services median
Market cap 3.66b 1.24b 2.43b

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