Graham Corporation (GHM) vs Luxfer Holdings PLC (LXFR)

Graham Corporation and Luxfer Holdings PLC are both Specialty Industrial Machinery companies. Graham Corporation is the larger, with a market value of $835.1M against $465.3M — 1.8× the size. Luxfer Holdings PLC trades at the lower P/E: 57.5× against 64.3×. Graham Corporation grew revenue faster over the last twelve months: 21.2% against −11.3%. Graham Corporation has the higher net margin (4.53% vs 2.22%) and the lower return on invested capital (5.37% vs 5.89%). Across the 21 metrics below, Luxfer Holdings PLC leads on 12 and Graham Corporation on 9.

Valuation

Metric GHM LXFR Specialty Industrial Machinery median
P/E 64.32 57.50 28.39
P/S 3.03 1.28 2.70
P/B 4.11 2.07 3.02
Price to free cash flow n/m 28.84 23.32
EV/EBITDA 31.88 14.43 15.39
EV/Sales 2.94 1.47 2.81
Earnings yield 1.55% 1.74% 3.12%
Free cash flow yield (0.74%) 3.47% 3.24%

Profitability

Metric GHM LXFR Specialty Industrial Machinery median
Gross margin 23.29% 24.82% 35.90%
Operating margin 5.44% 6.99% 11.22%
Net margin 4.53% 2.22% 7.80%
Free cash flow margin (2.24%) 4.66% 9.51%
Return on equity 7.49% 3.48% 10.50%
Return on assets 3.83% 2.03% 4.60%
Return on invested capital 5.37% 5.89% 5.36%

Growth

Metric GHM LXFR Specialty Industrial Machinery median
Revenue growth (TTM) 21.22% (11.27%) 6.45%
EPS growth (last fiscal year) 0.90% (58.82%) 4.97%
Revenue growth, 5-year CAGR 20.27% 3.44% 8.31%
Net income growth, 5-year CAGR 39.41% (17.38%) 5.04%

Health

Metric GHM LXFR Specialty Industrial Machinery median
Debt to equity 0.00 0.26 0.35
Current ratio 1.23 2.33 2.11
Net debt to EBITDA 0.27 0.78 1.32

Dividend

Metric GHM LXFR Specialty Industrial Machinery median
Dividend yield — 3.01% 1.10%
Payout ratio — 1.73 0.31

Size

Metric GHM LXFR Specialty Industrial Machinery median
Market cap 835.09m 465.31m 1.91b

Compare with another peer

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