LSI Industries Inc. (LYTS) vs Rogers Corporation (ROG)

LSI Industries Inc. and Rogers Corporation are both Electronic Components companies. Rogers Corporation is the larger, with a market value of $2.1B against $663.7M — 3.1× the size. LSI Industries Inc. trades at the lower P/E: 26.0× against 45.6×. LSI Industries Inc. grew revenue faster over the last twelve months: 20.2% against 6.66%. Rogers Corporation has the higher net margin (5.30% vs 3.28%) and the higher return on invested capital (4.31% vs 3.98%). Across the 22 metrics below, LSI Industries Inc. leads on 14 and Rogers Corporation on 8.

Valuation

Metric LYTS ROG Electronic Components median
P/E 25.97 45.63 24.82
P/S 0.85 2.41 2.28
P/B 1.63 1.69 2.86
Price to free cash flow 15.05 21.09 22.99
EV/EBITDA 15.11 15.20 14.69
EV/Sales 1.21 2.18 2.38
Earnings yield 3.85% 2.19% 2.68%
Free cash flow yield 6.65% 4.74% 1.70%

Profitability

Metric LYTS ROG Electronic Components median
Gross margin 25.15% 32.66% 32.78%
Operating margin 5.57% 7.94% 4.90%
Net margin 3.28% 5.30% 3.46%
Free cash flow margin 5.68% 11.44% 1.66%
Return on equity 7.64% 3.74% 5.59%
Return on assets 3.68% 3.12% 4.13%
Return on invested capital 3.98% 4.31% 4.66%

Growth

Metric LYTS ROG Electronic Components median
Revenue growth (TTM) 20.23% 6.66% 13.94%
EPS growth (last fiscal year) (15.19%) (342.86%) 35.44%
Revenue growth, 5-year CAGR 16.91% 0.20% 6.70%
Net income growth, 5-year CAGR 30.93% 0.00% 7.53%

Health

Metric LYTS ROG Electronic Components median
Debt to equity 0.71 0.00 0.11
Current ratio 1.97 4.14 2.50
Net debt to EBITDA 4.40 (21.18) 0.41

Dividend

Metric LYTS ROG Electronic Components median
Dividend yield 1.12% — 1.10%
Payout ratio 0.30 — 0.28

Size

Metric LYTS ROG Electronic Components median
Market cap 663.65m 2.06b 1.16b

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