Luxfer Holdings PLC (LXFR) vs Twin Disc, Incorporated (TWIN)

Luxfer Holdings PLC and Twin Disc, Incorporated are both Specialty Industrial Machinery companies. Luxfer Holdings PLC is the larger, with a market value of $465.6M against $377.1M — 1.2× the size. Twin Disc, Incorporated trades at the lower P/E: 13.6× against 57.5×. Twin Disc, Incorporated grew revenue faster over the last twelve months: 11.9% against −11.3%. Twin Disc, Incorporated has the higher net margin (7.10% vs 2.22%) and the lower return on invested capital (4.80% vs 5.89%). Both pay a dividend; Luxfer Holdings PLC yields more (6.66% vs 0.26%). Across the 23 metrics below, Twin Disc, Incorporated leads on 17 and Luxfer Holdings PLC on 6.

Valuation

Metric LXFR TWIN Specialty Industrial Machinery median
P/E 57.50 13.65 29.62
P/S 1.28 0.97 2.77
P/B 2.07 1.68 3.04
Price to free cash flow 28.84 39.16 23.81
EV/EBITDA 14.43 12.07 16.05
EV/Sales 1.47 1.00 2.94
Earnings yield 1.74% 7.33% 3.08%
Free cash flow yield 3.47% 2.55% 3.12%

Profitability

Metric LXFR TWIN Specialty Industrial Machinery median
Gross margin 24.82% 26.90% 35.90%
Operating margin 6.99% 4.71% 11.22%
Net margin 2.22% 7.10% 7.80%
Free cash flow margin 4.66% 2.47% 9.51%
Return on equity 3.48% 13.00% 11.10%
Return on assets 2.03% 6.86% 4.63%
Return on invested capital 5.89% 4.80% 5.37%

Growth

Metric LXFR TWIN Specialty Industrial Machinery median
Revenue growth (TTM) (11.27%) 11.90% 6.45%
EPS growth (last fiscal year) (58.82%) 1,428.57% —
Revenue growth, 5-year CAGR 3.44% 11.77% 8.31%
Net income growth, 5-year CAGR (17.38%) 0.00% 5.04%

Health

Metric LXFR TWIN Specialty Industrial Machinery median
Debt to equity 0.26 0.14 0.35
Current ratio 2.33 2.35 2.11
Net debt to EBITDA 0.78 0.43 1.32

Dividend

Metric LXFR TWIN Specialty Industrial Machinery median
Dividend yield 6.66% 0.26% 1.12%
Payout ratio 0.70 0.00 0.17

Size

Metric LXFR TWIN Specialty Industrial Machinery median
Market cap 465.58m 377.14m 1.97b

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