OSI Systems, Inc. (OSIS) vs Ouster, Inc. (OUST)

OSI Systems, Inc. and Ouster, Inc. are both Electronic Components companies. OSI Systems, Inc. and Ouster, Inc. are of similar size ($3.2B and $3.1B). Ouster, Inc. has negative trailing earnings, so its P/E is not meaningful; OSI Systems, Inc. trades at 21.9×. Ouster, Inc. grew revenue faster over the last twelve months: 62.8% against 4.25%. OSI Systems, Inc. has the higher net margin (8.66% vs −26.0%) and the higher return on invested capital (9.28% vs −35.6%). Across the 19 metrics below, OSI Systems, Inc. leads on 13 and Ouster, Inc. on 6.

Valuation

Metric OSIS OUST Electronic Components median
P/E 21.92 n/m 39.06
P/S 1.83 14.08 3.22
P/B 3.93 7.77 3.30
Price to free cash flow 13.99 n/m 26.65
EV/EBITDA 14.77 n/m 19.69
EV/Sales 2.19 13.02 3.53
Earnings yield 4.56% (1.94%) 1.34%
Free cash flow yield 7.15% (2.86%) 0.40%

Profitability

Metric OSIS OUST Electronic Components median
Gross margin 33.21% 49.60% 33.21%
Operating margin 12.26% (30.55%) 3.53%
Net margin 8.66% (26.02%) 2.57%
Free cash flow margin 13.09% (40.25%) 0.20%
Return on equity 17.34% (18.01%) 2.60%
Return on assets 6.52% (13.39%) 2.50%
Return on invested capital 9.28% (35.61%) 2.28%

Growth

Metric OSIS OUST Electronic Components median
Revenue growth (TTM) 4.25% 62.82% 12.01%
EPS growth (last fiscal year) 2.76% 48.56% —
Revenue growth, 5-year CAGR 9.26% 38.22% 7.19%
Net income growth, 5-year CAGR 15.88% 0.00% 0.00%

Health

Metric OSIS OUST Electronic Components median
Debt to equity 1.20 0.00 0.16
Current ratio 3.15 4.16 2.41
Net debt to EBITDA 2.42 3.26 0.32

Dividend

Metric OSIS OUST Electronic Components median
Dividend yield — — 1.18%
Payout ratio 0.00 0.00 0.00

Size

Metric OSIS OUST Electronic Components median
Market cap 3.21b 3.05b 780.25m

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