FutureFuel Corp. (FF) vs Montauk Renewables, Inc. (MNTK)

FutureFuel Corp. and Montauk Renewables, Inc. are both Specialty Chemicals companies. Montauk Renewables, Inc. is the larger, with a market value of $409.9M against $225.5M — 1.8× the size. FutureFuel Corp. has negative trailing earnings, so its P/E is not meaningful; Montauk Renewables, Inc. trades at 47.6×. Montauk Renewables, Inc. grew revenue faster over the last twelve months: 4.28% against −7.63%. Montauk Renewables, Inc. has the higher net margin (4.19% vs −17.2%) and the higher return on invested capital (0.18% vs −14.5%). Across the 19 metrics below, Montauk Renewables, Inc. leads on 11 and FutureFuel Corp. on 8.

Valuation

Metric FF MNTK Specialty Chemicals median
P/E n/m 47.56 24.83
P/S 1.47 2.22 1.46
P/B 1.47 1.59 1.76
Price to free cash flow n/m n/m 19.84
EV/EBITDA n/m 16.01 13.18
EV/Sales 1.25 2.94 1.84
Earnings yield (11.84%) 2.10% 2.11%
Free cash flow yield (22.59%) (19.86%) 2.29%

Profitability

Metric FF MNTK Specialty Chemicals median
Gross margin (8.28%) 100.00% 29.23%
Operating margin (17.99%) 0.59% 3.63%
Net margin (17.18%) 4.19% 2.89%
Free cash flow margin (33.26%) (44.07%) 3.78%
Return on equity (15.89%) 3.05% 3.62%
Return on assets (12.15%) 1.86% 0.35%
Return on invested capital (14.51%) 0.18% 2.75%

Growth

Metric FF MNTK Specialty Chemicals median
Revenue growth (TTM) (7.63%) 4.28% 4.51%
EPS growth (last fiscal year) (422.86%) (85.71%) —
Revenue growth, 5-year CAGR (14.08%) 11.93% 6.30%
Net income growth, 5-year CAGR 0.00% (17.61%) 0.00%

Health

Metric FF MNTK Specialty Chemicals median
Debt to equity 0.00 0.57 0.54
Current ratio 4.06 0.62 1.94
Net debt to EBITDA 1.19 3.36 2.03

Dividend

Metric FF MNTK Specialty Chemicals median
Dividend yield 4.08% — 1.69%
Payout ratio 0.25 0.00 0.25

Size

Metric FF MNTK Specialty Chemicals median
Market cap 225.46m 409.94m 2.43b

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