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 $46.7B against $1.3B — 35.1× the size. Greenbrier Companies, Inc. (The) trades at the lower P/E: 16.1× against 34.7×. Wabtec grew revenue faster over the last twelve months: 13.3% against −24.0%. Wabtec has the higher net margin (11.2% vs 3.21%) and the higher return on invested capital (7.60% vs 2.74%). Both pay a dividend; Greenbrier Companies, Inc. (The) yields more (3.06% vs 0.42%). Across the 22 metrics below, Wabtec leads on 14 and Greenbrier Companies, Inc. (The) on 8.

Valuation

Metric GBX WAB Railroads median
P/E 16.07 34.69 26.90
P/S 0.54 3.86 2.50
P/B 0.79 4.14 3.70
Price to free cash flow n/m 26.34 26.38
EV/EBITDA 10.65 20.23 13.48
EV/Sales 1.18 4.34 4.34
Earnings yield 6.22% 2.88% 3.42%
Free cash flow yield (3.51%) 3.80% 2.66%

Profitability

Metric GBX WAB Railroads median
Gross margin 13.56% 35.63% 30.09%
Operating margin 5.83% 17.18% 24.36%
Net margin 3.21% 11.20% 11.20%
Free cash flow margin (1.91%) 14.64% 9.04%
Return on equity 4.66% 12.18% 12.18%
Return on assets 1.80% 6.13% 4.21%
Return on invested capital 2.74% 7.60% 7.60%

Growth

Metric GBX WAB Railroads median
Revenue growth (TTM) (24.04%) 13.25% 5.99%
EPS growth (last fiscal year) (59.55%) 13.08% 11.38%
Revenue growth, 5-year CAGR 7.08% 8.13% 6.40%
Net income growth, 5-year CAGR 19.51% 23.09% 0.88%

Health

Metric GBX WAB Railroads median
Debt to equity 1.09 0.56 0.99
Current ratio 2.43 1.10 1.16
Net debt to EBITDA 5.77 2.11 2.71

Dividend

Metric GBX WAB Railroads median
Dividend yield 3.06% 0.42% 1.64%
Payout ratio 0.50 0.15 0.31

Size

Metric GBX WAB Railroads median
Market cap 1.33b 46.73b 2.49b

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