Leslie's, Inc. (LESL) vs Container Store (The) (TCSGQ)

Leslie's, Inc. and Container Store (The) are both Specialty Retail companies. Container Store (The) is the larger, with a market value of $9.2M against $2.9M — 3.2× the size. Leslie's, Inc. grew revenue faster over the last twelve months: −5.68% against −14.9%. Container Store (The) has the higher net margin (−12.3% vs −21.2%) and the higher return on invested capital (−21.9% vs −49.8%). Across the 17 metrics below, Container Store (The) leads on 9 and Leslie's, Inc. on 8.

Valuation

Metric LESL TCSGQ Specialty Retail median
P/E n/m n/m 17.14
P/S 0.00 0.00 0.48
P/B n/m 0.00 1.71
Price to free cash flow n/m n/m 13.04
EV/EBITDA n/m n/m 8.92
EV/Sales 0.63 0.21 0.64
Earnings yield (9,306.90%) (21,348.43%) 3.85%
Free cash flow yield (228.12%) (444.95%) 3.02%

Profitability

Metric LESL TCSGQ Specialty Retail median
Gross margin 33.71% 57.88% 37.89%
Operating margin (16.54%) (13.09%) 3.66%
Net margin (21.24%) (12.34%) 1.42%
Free cash flow margin (0.53%) (0.26%) 1.44%
Return on equity 67.80% (55.22%) 2.58%
Return on assets (29.27%) (10.18%) 0.25%
Return on invested capital (49.82%) (21.90%) 0.00%

Growth

Metric LESL TCSGQ Specialty Retail median
Revenue growth (TTM) (5.68%) (14.85%) 3.35%
EPS growth (last fiscal year) (881.15%) 34.89% —
Revenue growth, 5-year CAGR 2.23% (1.08%) 3.70%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric LESL TCSGQ Specialty Retail median
Debt to equity (1.59) 1.75 0.27
Current ratio 1.35 1.29 1.35
Net debt to EBITDA (5.12) (2.58) 0.24

Dividend

Metric LESL TCSGQ Specialty Retail median
Dividend yield — — 1.73%
Payout ratio 0.00 0.00 0.00

Size

Metric LESL TCSGQ Specialty Retail median
Market cap 2.88m 9.15m 348.57m

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