COMP <GO>
BBCP vs LMB // EV/EBITDA & P/E VALUATION
Concrete Pumping Holdings Inc. (NASDAQ) VS. Limbach Holdings Inc. (NASDAQ) • 15-METRIC TALLY: BBCP 5
— LMB 8
▲ EV/EBITDA & P/E VALUATION LEADER: BBCP
LAST: $10.18 (+2.31%) • MKT CAP: $513.0M
valuation
10.8x
LAST: $51.47 (+1.48%) • MKT CAP: $613.8M
valuation
11.4x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BBCP VS. LMB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BBCP | LMB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 42.40% | 26.20% | +16.20 | BBCP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.20% | 21.20% | -16.00 | LMB | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 10.8x | 11.4x | -0.60 | BBCP | /valuation <GO> |
| Free Cash Flow Yield | 3.42% | 6.83% | -3.41 | LMB | /fcf-yield <GO> |
| Operating Margin | 11.70% | 7.60% | +4.10 | BBCP | /operating-margins <GO> |
| Net Profit Margin | 1.80% | 6.00% | -4.20 | LMB | /net-margins <GO> |
| Revenue Growth (YoY) | -9.00% | 24.70% | -33.70 | LMB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 10.36% | 0.00% | +10.36 | BBCP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.01 | 4.67 | -3.66 | LMB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | LMB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.3 | 46.0 | +21.30 | BBCP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 74.9x | 13.2x | +61.70 | LMB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $513.0M | $613.8M | -$100.8M | LMB | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BBCP REV | LMB REV | BBCP GROSS % | LMB GROSS % | BBCP FCF | LMB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $356.2M | $646.8M | 42.4% | 26.2% | $17.5M | $41.9M |
| FY 2024 | $391.3M | $518.8M | 42.4% | 27.8% | $43.1M | $29.3M |
| FY 2023 | $411.2M | $516.4M | — | — | $96.9M | $57.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BBCP // BETA —
LMB // BETA —