Pampa Energia S.A. (PAM) vs Valmont Industries, Inc. (VMI)

Pampa Energia S.A. and Valmont Industries, Inc. are both Conglomerates companies. Valmont Industries, Inc. is the larger, with a market value of $9.0B against $4.2B — 2.1× the size. Pampa Energia S.A. trades at the lower P/E: 7.4× against 18.0×. Pampa Energia S.A. grew revenue faster over the last twelve months: 28.9% against 3.80%. Pampa Energia S.A. has the higher net margin (23.6% vs 11.3%) and the lower return on invested capital (5.90% vs 15.6%). Both pay a dividend; Valmont Industries, Inc. yields more (1.01% vs 0.02%). Across the 22 metrics below, Pampa Energia S.A. leads on 13 and Valmont Industries, Inc. on 9.

Valuation

Metric PAM VMI Conglomerates median
P/E 7.40 18.03 17.47
P/S 1.71 2.14 0.88
P/B 1.02 5.24 1.40
Price to free cash flow n/m 27.82 12.58
EV/EBITDA 5.43 14.35 11.36
EV/Sales 2.25 2.28 1.37
Earnings yield 13.51% 5.55% 0.65%
Free cash flow yield (10.89%) 3.60% 0.00%

Profitability

Metric PAM VMI Conglomerates median
Gross margin 33.55% 30.37% 33.55%
Operating margin 20.94% 13.70% 3.36%
Net margin 23.58% 11.33% 0.97%
Free cash flow margin (18.82%) 7.68% (0.94%)
Return on equity 15.13% 29.46% 0.75%
Return on assets 8.22% 14.08% 0.10%
Return on invested capital 5.90% 15.63% 0.73%

Growth

Metric PAM VMI Conglomerates median
Revenue growth (TTM) 28.91% 3.80% 8.17%
EPS growth (last fiscal year) (39.21%) (2.33%) —
Revenue growth, 5-year CAGR 13.24% 7.23% 6.01%
Net income growth, 5-year CAGR 0.00% 18.93% 0.00%

Health

Metric PAM VMI Conglomerates median
Debt to equity 0.64 0.42 0.48
Current ratio 3.64 2.35 1.79
Net debt to EBITDA 0.96 1.21 1.36

Dividend

Metric PAM VMI Conglomerates median
Dividend yield 0.02% 1.01% 2.53%
Payout ratio 0.00 0.18 0.00

Size

Metric PAM VMI Conglomerates median
Market cap 4.21b 8.98b 519.65m

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