Ouster, Inc. (OUST) vs Rogers Corporation (ROG)

Ouster, Inc. and Rogers Corporation are both Electronic Components companies. Ouster, Inc. is the larger, with a market value of $3.1B against $2.4B — 1.3× the size. Ouster, Inc. has negative trailing earnings, so its P/E is not meaningful; Rogers Corporation trades at 78.7×. Ouster, Inc. grew revenue faster over the last twelve months: 62.8% against 4.90%. Rogers Corporation has the higher net margin (3.75% vs −26.0%) and the higher return on invested capital (3.37% vs −35.6%). Across the 17 metrics below, Rogers Corporation leads on 12 and Ouster, Inc. on 5.

Valuation

Metric OUST ROG Electronic Components median
P/E n/m 78.72 39.06
P/S 14.08 2.95 3.22
P/B 7.77 2.05 3.30
Price to free cash flow n/m 29.50 26.65
EV/EBITDA n/m 21.20 19.69
EV/Sales 13.02 2.74 3.53
Earnings yield (1.94%) 1.27% 1.34%
Free cash flow yield (2.86%) 3.39% 0.40%

Profitability

Metric OUST ROG Electronic Components median
Gross margin 49.60% 32.44% 33.21%
Operating margin (30.55%) 6.41% 3.53%
Net margin (26.02%) 3.75% 2.57%
Free cash flow margin (40.25%) 10.01% 0.20%
Return on equity (18.01%) 2.60% 2.60%
Return on assets (13.39%) 2.16% 2.50%
Return on invested capital (35.61%) 3.37% 2.28%

Growth

Metric OUST ROG Electronic Components median
Revenue growth (TTM) 62.82% 4.90% 12.01%
EPS growth (last fiscal year) 48.56% (342.86%) —
Revenue growth, 5-year CAGR 38.22% 0.20% 7.19%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric OUST ROG Electronic Components median
Debt to equity 0.00 0.00 0.16
Current ratio 4.16 3.99 2.41
Net debt to EBITDA 3.26 (21.18) 0.32

Dividend

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

Size

Metric OUST ROG Electronic Components median
Market cap 3.05b 2.43b 780.25m

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