Greenbrier Companies, Inc. (The) (GBX) vs Wabtec (WAB)

Greenbrier Companies, Inc. (The) and Wabtec are both Railroads companies. Wabtec is the larger, with a market value of $49.0B against $1.3B — 37.1× the size. Greenbrier Companies, Inc. (The) trades at the lower P/E: 12.3× against 38.6×. Wabtec grew revenue faster over the last twelve months: 13.4% against −25.6%. Wabtec has the higher net margin (10.6% vs 4.07%) and the lower return on invested capital (7.16% vs 8.65%). Both pay a dividend; Greenbrier Companies, Inc. (The) yields more (2.57% vs 0.50%). Across the 23 metrics below, Greenbrier Companies, Inc. (The) leads on 13 and Wabtec on 10.

Valuation

Metric GBX WAB Railroads median
P/E 12.29 38.64 26.88
P/S 0.50 4.06 2.58
P/B 0.78 4.33 4.33
Price to free cash flow 22.01 28.32 26.65
EV/EBITDA 8.62 22.12 13.50
EV/Sales 1.04 4.56 4.56
Earnings yield 8.13% 2.59% 3.59%
Free cash flow yield 4.54% 3.53% 3.41%

Profitability

Metric GBX WAB Railroads median
Gross margin 15.12% 34.97% 30.61%
Operating margin 7.23% 16.39% 24.29%
Net margin 4.07% 10.59% 10.59%
Free cash flow margin 2.27% 14.35% 8.43%
Return on equity 6.36% 11.49% 11.49%
Return on assets 2.46% 5.83% 3.98%
Return on invested capital 8.65% 7.16% 7.59%

Growth

Metric GBX WAB Railroads median
Revenue growth (TTM) (25.59%) 13.43% 2.97%
EPS growth (last fiscal year) 28.02% 13.08% —
Revenue growth, 5-year CAGR 3.02% 8.13% 5.27%
Net income growth, 5-year CAGR 33.02% 23.09% 0.88%

Health

Metric GBX WAB Railroads median
Debt to equity 0.00 0.58 0.58
Current ratio 0.60 1.12 1.03
Net debt to EBITDA 2.96 2.11 2.71

Dividend

Metric GBX WAB Railroads median
Dividend yield 2.57% 0.50% 2.17%
Payout ratio 0.62 0.17 0.19

Size

Metric GBX WAB Railroads median
Market cap 1.32b 49.02b 2.22b

Compare with another peer

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