InfuSystems Holdings, Inc. (INFU) vs Avita Medical Inc. (RCEL)

InfuSystems Holdings, Inc. and Avita Medical Inc. are both Medical Devices companies. Avita Medical Inc. is the larger, with a market value of $289.1M against $252.8M — 1.1× the size. Avita Medical Inc. has negative trailing earnings, so its P/E is not meaningful; InfuSystems Holdings, Inc. trades at 30.3×. InfuSystems Holdings, Inc. grew revenue faster over the last twelve months: 2.47% against 1.00%. InfuSystems Holdings, Inc. has the higher net margin (5.96% vs −57.0%) and the higher return on invested capital (10.6% vs −306.2%). Across the 18 metrics below, InfuSystems Holdings, Inc. leads on 10 and Avita Medical Inc. on 8.

Valuation

Metric INFU RCEL Medical Devices median
P/E 30.26 n/m 22.18
P/S 1.78 0.24 2.70
P/B 4.31 n/m 2.46
Price to free cash flow 118.93 n/m 22.53
EV/EBITDA 10.36 n/m 11.78
EV/Sales 1.92 1.26 2.38
Earnings yield 3.30% (242.47%) (8.22%)
Free cash flow yield 0.84% (139.60%) (7.80%)

Profitability

Metric INFU RCEL Medical Devices median
Gross margin 57.45% 81.56% 56.01%
Operating margin 9.26% (49.79%) (15.03%)
Net margin 5.96% (56.96%) (20.40%)
Free cash flow margin 10.56% (33.38%) (7.24%)
Return on equity 15.03% 211.55% (15.32%)
Return on assets 8.61% (81.36%) (19.72%)
Return on invested capital 10.55% (306.20%) (10.33%)

Growth

Metric INFU RCEL Medical Devices median
Revenue growth (TTM) 2.47% 1.00% 8.80%
EPS growth (last fiscal year) 181.82% 27.02% —
Revenue growth, 5-year CAGR 8.05% 19.63% 15.23%
Net income growth, 5-year CAGR (17.49%) 0.00% 0.00%

Health

Metric INFU RCEL Medical Devices median
Debt to equity 0.35 (1.68) 0.07
Current ratio 2.50 0.41 2.50
Net debt to EBITDA 0.65 (0.60) 0.49

Dividend

Metric INFU RCEL Medical Devices median
Dividend yield — — 0.94%
Payout ratio 0.00 0.00 0.00

Size

Metric INFU RCEL Medical Devices median
Market cap 252.75m 289.14m 172.91m

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