EVI Industries, Inc. (EVI) vs Titan Machinery Inc. (TITN)

EVI Industries, Inc. and Titan Machinery Inc. are both Industrial Distribution companies. Titan Machinery Inc. is the larger, with a market value of $552.6M against $252.7M — 2.2× the size. Titan Machinery Inc. has negative trailing earnings, so its P/E is not meaningful; EVI Industries, Inc. trades at 39.9×. EVI Industries, Inc. grew revenue faster over the last twelve months: 14.6% against −10.7%. EVI Industries, Inc. has the higher net margin (1.47% vs −2.46%) and the higher return on invested capital (5.05% vs −0.81%). Across the 21 metrics below, EVI Industries, Inc. leads on 15 and Titan Machinery Inc. on 6.

Valuation

Metric EVI TITN Industrial Distribution median
P/E 39.86 n/m 28.81
P/S 0.58 0.23 1.10
P/B 1.74 0.97 3.59
Price to free cash flow 19.40 9.64 22.50
EV/EBITDA 12.93 23.62 15.13
EV/Sales 0.69 0.31 1.31
Earnings yield 2.51% (10.59%) 3.16%
Free cash flow yield 5.16% 10.38% 3.85%

Profitability

Metric EVI TITN Industrial Distribution median
Gross margin 31.51% 16.47% 30.34%
Operating margin 3.52% (0.41%) 8.06%
Net margin 1.47% (2.46%) 4.95%
Free cash flow margin 3.01% 2.43% 4.67%
Return on equity 4.48% (9.71%) 14.29%
Return on assets 2.15% (3.24%) 5.30%
Return on invested capital 5.05% (0.81%) 8.13%

Growth

Metric EVI TITN Industrial Distribution median
Revenue growth (TTM) 14.56% (10.67%) 7.80%
EPS growth (last fiscal year) (2.04%) (46.01%) —
Revenue growth, 5-year CAGR 13.04% 11.45% 9.01%
Net income growth, 5-year CAGR (3.00%) 0.00% 0.99%

Health

Metric EVI TITN Industrial Distribution median
Debt to equity 0.34 0.38 0.53
Current ratio 1.64 1.35 2.47
Net debt to EBITDA 1.86 5.85 1.17

Dividend

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

Size

Metric EVI TITN Industrial Distribution median
Market cap 252.68m 552.55m 5.60b

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