NET Power Inc. (NPWR) vs Twin Disc, Incorporated (TWIN)

NET Power Inc. and Twin Disc, Incorporated are both Specialty Industrial Machinery companies. NET Power Inc. and Twin Disc, Incorporated are of similar size ($377.1M and $366.5M). NET Power Inc. has negative trailing earnings, so its P/E is not meaningful; Twin Disc, Incorporated trades at 13.6×. Twin Disc, Incorporated grew revenue faster over the last twelve months: 11.9% against −40.5%. Twin Disc, Incorporated has the higher net margin (7.10% vs 0.00%) and the higher return on invested capital (4.80% vs 0.00%). Across the 17 metrics below, Twin Disc, Incorporated leads on 13 and NET Power Inc. on 4.

Valuation

Metric NPWR TWIN Specialty Industrial Machinery median
P/E n/m 13.65 29.62
P/S 384.27 0.97 2.77
P/B 1.73 1.68 3.04
Price to free cash flow n/m 39.16 23.81
EV/EBITDA n/m 12.07 16.05
EV/Sales (437.98) 1.00 2.94
Earnings yield (395.09%) 7.33% 3.08%
Free cash flow yield (116.12%) 2.55% 3.12%

Profitability

Metric NPWR TWIN Specialty Industrial Machinery median
Gross margin 57.60% 26.90% 35.90%
Operating margin 0.00% 4.71% 11.22%
Net margin 0.00% 7.10% 7.80%
Free cash flow margin 0.00% 2.47% 9.51%
Return on equity (149.00%) 13.00% 11.10%
Return on assets (49.00%) 6.86% 4.63%
Return on invested capital 0.00% 4.80% 5.37%

Growth

Metric NPWR TWIN Specialty Industrial Machinery median
Revenue growth (TTM) (40.48%) 11.90% 6.45%
EPS growth (last fiscal year) (995.52%) 1,428.57% —
Revenue growth, 5-year CAGR — 11.77% 8.31%
Net income growth, 5-year CAGR — 0.00% 5.04%

Health

Metric NPWR TWIN Specialty Industrial Machinery median
Debt to equity 0.00 0.14 0.35
Current ratio 17.80 2.35 2.11
Net debt to EBITDA 1.56 0.43 1.32

Dividend

Metric NPWR TWIN Specialty Industrial Machinery median
Dividend yield — 0.26% 1.12%
Payout ratio — 0.00 0.17

Size

Metric NPWR TWIN Specialty Industrial Machinery median
Market cap 366.52m 377.14m 1.97b

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