Smith Douglas Homes Corp. (SDHC) vs Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR (VTMX)

Smith Douglas Homes Corp. and Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR are both Real Estate Development companies. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR is the larger, with a market value of $2.9B against $533.7M — 5.4× the size. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR trades at the lower P/E: 7.2× against 14.3×. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR grew revenue faster over the last twelve months: 15.6% against −1.19%. Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR has the higher net margin (132.2% vs 0.64%) and the lower return on invested capital (3.74% vs 7.13%). Across the 20 metrics below, Corporacion Inmobiliaria Vesta, S.A.B. de C.V. Sponsored ADR leads on 11 and Smith Douglas Homes Corp. on 9.

Valuation

Metric SDHC VTMX Real Estate Development median
P/E 14.35 7.17 7.17
P/S 0.09 9.62 1.63
P/B 0.20 0.93 0.70
Price to free cash flow 2.56 15.67 7.76
EV/EBITDA 1.39 15.73 11.00
EV/Sales 0.07 12.17 2.43
Earnings yield 6.97% 13.95% 7.33%
Free cash flow yield 39.10% 6.38% (1.59%)

Profitability

Metric SDHC VTMX Real Estate Development median
Gross margin 19.47% 89.25% 29.60%
Operating margin 4.77% 77.01% (2.67%)
Net margin 0.64% 132.21% 3.36%
Free cash flow margin 3.38% 61.39% (0.89%)
Return on equity 1.52% 14.13% 0.56%
Return on assets 1.11% 9.08% 1.11%
Return on invested capital 7.13% 3.74% 0.00%

Growth

Metric SDHC VTMX Real Estate Development median
Revenue growth (TTM) (1.19%) 15.61% 11.77%
EPS growth (last fiscal year) (34.25%) 18.91% —
Revenue growth, 5-year CAGR — 11.83% 5.69%
Net income growth, 5-year CAGR — 27.64% 0.00%

Health

Metric SDHC VTMX Real Estate Development median
Debt to equity 0.00 0.37 0.37
Current ratio 0.12 4.26 0.63
Net debt to EBITDA (0.16) 4.26 1.81

Dividend

Metric SDHC VTMX Real Estate Development median
Dividend yield — 1.88% —
Payout ratio — — 0.00

Size

Metric SDHC VTMX Real Estate Development median
Market cap 533.70m 2.88b 178.40m

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