BRC Group Holdings, Inc. (RILY) vs Live Oak Acquisition Corp. V (TMS)

BRC Group Holdings, Inc. and Live Oak Acquisition Corp. V are both Financial Conglomerates companies. Live Oak Acquisition Corp. V is the larger, with a market value of $347.0M against $151.2M — 2.3× the size. Live Oak Acquisition Corp. V has negative trailing earnings, so its P/E is not meaningful; BRC Group Holdings, Inc. trades at 0.3×. BRC Group Holdings, Inc. has the higher net margin (35.2% vs 0.00%) and the lower return on invested capital (25.2% vs 31.1%). Across the 13 metrics below, BRC Group Holdings, Inc. leads on 7 and Live Oak Acquisition Corp. V on 6.

Valuation

Metric RILY TMS Financial Conglomerates median
P/E 0.29 n/m 15.52
P/S 0.12 n/m 1.37
P/B 0.70 2.32 1.39
Price to free cash flow n/m n/m —
EV/EBITDA — 3.38 —
EV/Sales — n/m —
Earnings yield 342.90% (43.71%) 6.15%
Free cash flow yield (13.08%) (2.19%) (1.26%)

Profitability

Metric RILY TMS Financial Conglomerates median
Gross margin 77.18% — 77.18%
Operating margin 28.07% 0.00% 16.22%
Net margin 35.18% 0.00% 8.01%
Free cash flow margin (1.61%) 0.00% 0.00%
Return on equity (747.09%) 0.00% 7.69%
Return on assets 22.98% 0.00% 1.10%
Return on invested capital 25.17% 31.08% 15.23%

Growth

Metric RILY TMS Financial Conglomerates median
Revenue growth (TTM) 49.93% — 5.92%
EPS growth (last fiscal year) 138.49% (77,435.14%) 41.46%
Revenue growth, 5-year CAGR 3.01% — 1.37%
Net income growth, 5-year CAGR 8.35% — 0.49%

Health

Metric RILY TMS Financial Conglomerates median
Debt to equity 7.29 2.64 1.10
Current ratio 3.95 0.73 1.12
Net debt to EBITDA 6.55 0.15 0.64

Dividend

Metric RILY TMS Financial Conglomerates median
Dividend yield 0.00% — —
Payout ratio 0.00 — —

Size

Metric RILY TMS Financial Conglomerates median
Market cap 151.15m 347.03m 5.58b

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