Graham vs Perma-Pipe International
GHM and PPIH side by side, both in general industrial machinery and equipment. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How GHM and PPIH compare
Graham is the larger company, worth 4.2 times as much as Perma-Pipe International ($979M against $232M).
On earnings, Perma-Pipe International is cheaper: it trades at 14.9× trailing earnings, against 72.5× for Graham.
Perma-Pipe International grew revenue faster over the last twelve months (24.8% versus 16.2% for Graham).
Perma-Pipe International keeps more of each dollar of sales as profit, with a net margin of 6.9% compared with 5.0% at Graham.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | GHM | PPIH |
|---|---|---|
| Size and price | ||
| Market cap | $979M | $232M |
| Share price | $83.42 | $28.27 |
| Change, 1 year | 37.0% | 3.3% |
| Change, 5 years | 540% | 236% |
| Beta (5Y) | 1.11 | 0.56 |
| Employees | 732 | 909 |
| StockData Score | ||
| Total score | 15 | 15 |
| Valuation score | 1 | 4 (better) |
| Growth score | 5 (better) | 3 |
| Performance score | 3 | 3 |
| Health score | 6 (better) | 5 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 72.5× | 14.9× (better) |
| P/S | 3.7× | 1.0× (better) |
| P/B | 4.9× | 2.5× (better) |
| EV/EBITDA | 35.0× | 7.0× (better) |
| P/FCF | 33.9× | 17.0× (better) |
| PEG | 0.31 (better) | 0.35 |
| FCF yield | 3.0% | 5.9% (better) |
| Fair value | $59.30 | $36.87 |
| Margin of safety | −40.7% | 23.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 16.2% | 24.8% (better) |
| Revenue growth, 5Y average | 20.3% (better) | 20.0% |
| Net income growth (TTM) | −2.2% | 55.0% (better) |
| EPS growth (TTM) | −6.5% | 53.2% (better) |
| EPS growth, 5Y average | 36.1% | – |
| Profitability | ||
| Gross margin | 25.0% | 31.1% (better) |
| Operating margin | 6.0% | 12.1% (better) |
| Net margin | 5.0% | 6.9% (better) |
| FCF margin | 10.9% (better) | 6.0% |
| Return on equity | 8.2% | 17.9% (better) |
| Return on invested capital | 11.5% | 25.6% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.39 (better) |
| Net debt / EBITDA | −2.76 | 0.13 (better) |
| Current ratio | 1.24 | 2.19 (better) |
| Altman Z-score | 4.47 (better) | 3.04 |
| Piotroski F-score | 4 | 4 |
| Dividends and buybacks | ||
| Buyback yield | −5.2% | – |
| Shareholder yield | −5.2% | 0.00% (better) |
| Ownership | ||
| Held by institutions | 91.0% | 51.1% |
| Held by insiders | 6.3% | 2.3% |
| Short interest, % of float | 8.4% | 4.4% |
Go deeper
- GHM stock overview
- GHM income statement
- GHM valuation and score
- PPIH stock overview
- PPIH income statement
- PPIH valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.