OSI Systems, Inc. (OSIS) vs Plexus Corp. (PLXS)

OSI Systems, Inc. and Plexus Corp. are both Electronic Components companies. Plexus Corp. is the larger, with a market value of $6.4B against $3.1B — 2.0× the size. OSI Systems, Inc. trades at the lower P/E: 21.7× against 33.3×. Plexus Corp. grew revenue faster over the last twelve months: 14.2% against 4.25%. OSI Systems, Inc. has the higher net margin (8.66% vs 4.03%) and the lower return on invested capital (9.28% vs 9.68%). Across the 22 metrics below, OSI Systems, Inc. leads on 15 and Plexus Corp. on 7.

Valuation

Metric OSIS PLXS Electronic Components median
P/E 21.66 33.30 30.82
P/S 1.81 1.34 2.84
P/B 3.88 4.03 2.93
Price to free cash flow 13.83 99.50 28.42
EV/EBITDA 14.63 19.91 16.22
EV/Sales 2.17 1.33 2.94
Earnings yield 4.62% 3.00% 1.67%
Free cash flow yield 7.23% 1.01% 0.58%

Profitability

Metric OSIS PLXS Electronic Components median
Gross margin 33.21% 10.04% 33.21%
Operating margin 12.26% 5.02% 3.90%
Net margin 8.66% 4.03% 2.90%
Free cash flow margin 13.09% 1.35% 0.20%
Return on equity 17.34% 12.58% 2.60%
Return on assets 6.52% 5.50% 2.50%
Return on invested capital 9.28% 9.68% 2.28%

Growth

Metric OSIS PLXS Electronic Components median
Revenue growth (TTM) 4.25% 14.20% 12.21%
EPS growth (last fiscal year) 2.76% 56.11% 42.31%
Revenue growth, 5-year CAGR 9.26% 3.53% 7.19%
Net income growth, 5-year CAGR 15.88% 8.03% 0.00%

Health

Metric OSIS PLXS Electronic Components median
Debt to equity 1.20 0.18 0.13
Current ratio 3.15 1.49 2.41
Net debt to EBITDA 2.42 (0.60) 0.34

Dividend

Metric OSIS PLXS Electronic Components median
Dividend yield — — 0.91%
Payout ratio — — 0.29

Size

Metric OSIS PLXS Electronic Components median
Market cap 3.13b 6.36b 707.24m

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