Logistic Properties of the Americas (LPA) vs Smith Douglas Homes Corp. (SDHC)

Logistic Properties of the Americas and Smith Douglas Homes Corp. are both Real Estate Development companies. Smith Douglas Homes Corp. is the larger, with a market value of $533.7M against $89.4M — 6.0× the size. Logistic Properties of the Americas trades at the lower P/E: 5.4× against 14.3×. Logistic Properties of the Americas grew revenue faster over the last twelve months: 21.4% against −1.19%. Logistic Properties of the Americas has the higher net margin (31.0% vs 0.64%) and the lower return on invested capital (5.97% vs 7.13%). Across the 19 metrics below, Logistic Properties of the Americas leads on 10 and Smith Douglas Homes Corp. on 9.

Valuation

Metric LPA SDHC Real Estate Development median
P/E 5.43 14.35 7.17
P/S 1.67 0.09 1.63
P/B 0.27 0.20 0.70
Price to free cash flow n/m 2.56 7.76
EV/EBITDA 6.24 1.39 11.00
EV/Sales 6.82 0.07 2.43
Earnings yield 18.43% 6.97% 7.33%
Free cash flow yield (7.80%) 39.10% (1.59%)

Profitability

Metric LPA SDHC Real Estate Development median
Gross margin 100.00% 19.47% 29.60%
Operating margin 107.75% 4.77% (2.67%)
Net margin 30.97% 0.64% 3.36%
Free cash flow margin (13.00%) 3.38% (0.89%)
Return on equity 5.57% 1.52% 0.56%
Return on assets 2.51% 1.11% 1.11%
Return on invested capital 5.97% 7.13% 0.00%

Growth

Metric LPA SDHC Real Estate Development median
Revenue growth (TTM) 21.37% (1.19%) 11.77%
EPS growth (last fiscal year) 135.11% (34.25%) —
Revenue growth, 5-year CAGR — — 5.69%
Net income growth, 5-year CAGR 20.53% — 0.00%

Health

Metric LPA SDHC Real Estate Development median
Debt to equity 0.94 0.00 0.37
Current ratio 1.80 0.12 0.63
Net debt to EBITDA 5.71 (0.16) 1.81

Dividend

Metric LPA SDHC Real Estate Development median
Dividend yield — — —
Payout ratio 0.00 — 0.00

Size

Metric LPA SDHC Real Estate Development median
Market cap 89.39m 533.70m 178.40m

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