Somnigroup International Inc. (SGI) vs SharkNinja, Inc. (SN)

Somnigroup International Inc. and SharkNinja, Inc. are both Furnishings Fixtures & Appliances companies. SharkNinja, Inc. is the larger, with a market value of $24.9B against $14.4B — 1.7× the size. Somnigroup International Inc. trades at the lower P/E: 25.1× against 36.1×. Somnigroup International Inc. grew revenue faster over the last twelve months: 27.1% against 17.5%. SharkNinja, Inc. has the higher net margin (10.1% vs 7.00%) and the higher return on invested capital (21.4% vs 7.89%). Across the 22 metrics below, SharkNinja, Inc. leads on 13 and Somnigroup International Inc. on 9.

Valuation

Metric SGI SN Furnishings Fixtures & Appliances median
P/E 25.08 36.05 14.03
P/S 1.77 3.64 0.52
P/B 4.28 8.84 1.06
Price to free cash flow 17.50 31.94 9.86
EV/EBITDA 14.10 22.75 7.67
EV/Sales 2.33 3.63 0.67
Earnings yield 3.99% 2.77% 3.50%
Free cash flow yield 5.72% 3.13% 7.55%

Profitability

Metric SGI SN Furnishings Fixtures & Appliances median
Gross margin 44.24% 48.92% 37.53%
Operating margin 12.48% 13.76% 2.03%
Net margin 7.00% 10.06% 1.65%
Free cash flow margin 10.10% 11.39% 3.92%
Return on equity 17.81% 27.53% 5.51%
Return on assets 4.64% 13.72% 1.69%
Return on invested capital 7.89% 21.37% 3.55%

Growth

Metric SGI SN Furnishings Fixtures & Appliances median
Revenue growth (TTM) 27.07% 17.49% 1.14%
EPS growth (last fiscal year) (14.81%) 58.84% —
Revenue growth, 5-year CAGR 15.25% 18.38% 0.64%
Net income growth, 5-year CAGR 1.95% 16.49% 0.00%

Health

Metric SGI SN Furnishings Fixtures & Appliances median
Debt to equity 1.37 0.25 0.17
Current ratio 0.75 2.08 1.97
Net debt to EBITDA 4.33 (0.04) 0.06

Dividend

Metric SGI SN Furnishings Fixtures & Appliances median
Dividend yield 0.85% — 2.20%
Payout ratio 0.18 — 0.09

Size

Metric SGI SN Furnishings Fixtures & Appliances median
Market cap 14.35b 24.93b 212.02m

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