EVI Industries, Inc. (EVI) vs Resideo Technologies, Inc. (REZI)

EVI Industries, Inc. and Resideo Technologies, Inc. are both Industrial Distribution companies. Resideo Technologies, Inc. is the larger, with a market value of $2.8B against $252.7M — 11.0× the size. Resideo Technologies, Inc. trades at the lower P/E: 7.9× against 39.9×. EVI Industries, Inc. grew revenue faster over the last twelve months: 14.6% against 3.42%. Resideo Technologies, Inc. has the higher net margin (4.95% vs 1.47%) and the higher return on invested capital (5.86% vs 5.05%). Across the 21 metrics below, Resideo Technologies, Inc. leads on 12 and EVI Industries, Inc. on 9.

Valuation

Metric EVI REZI Industrial Distribution median
P/E 39.86 7.88 28.81
P/S 0.58 0.36 1.10
P/B 1.74 1.09 3.59
Price to free cash flow 19.40 n/m 22.50
EV/EBITDA 12.93 7.39 15.13
EV/Sales 0.69 0.70 1.31
Earnings yield 2.51% 12.70% 3.16%
Free cash flow yield 5.16% (50.71%) 3.85%

Profitability

Metric EVI REZI Industrial Distribution median
Gross margin 31.51% 29.56% 30.34%
Operating margin 3.52% 6.89% 8.06%
Net margin 1.47% 4.95% 4.95%
Free cash flow margin 3.01% (18.28%) 4.67%
Return on equity 4.48% 16.28% 14.29%
Return on assets 2.15% 4.38% 5.30%
Return on invested capital 5.05% 5.86% 8.13%

Growth

Metric EVI REZI Industrial Distribution median
Revenue growth (TTM) 14.56% 3.42% 7.80%
EPS growth (last fiscal year) (2.04%) (718.03%) —
Revenue growth, 5-year CAGR 13.04% 8.06% 9.01%
Net income growth, 5-year CAGR (3.00%) 0.00% 0.99%

Health

Metric EVI REZI Industrial Distribution median
Debt to equity 0.34 1.18 0.53
Current ratio 1.64 2.22 2.47
Net debt to EBITDA 1.86 3.12 1.17

Dividend

Metric EVI REZI Industrial Distribution median
Dividend yield 0.00% — 1.54%
Payout ratio 0.00 0.00 0.00

Size

Metric EVI REZI Industrial Distribution median
Market cap 252.68m 2.78b 5.60b

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