COMP <GO>
LMB vs AGX // FORWARD P/E MULTIPLE
Limbach Holdings Inc. (NASDAQ) VS. Argan Inc. (NYSE) • 15-METRIC TALLY: LMB 5
— AGX 7
▲ FORWARD P/E MULTIPLE LEADER: LMB
LAST: $48.40 (-5.96%) • MKT CAP: $577.2M
forward-pe
13.2x
LAST: $344.11 (-3.57%) • MKT CAP: $4.83B
forward-pe
33.8x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LMB VS. AGX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LMB | AGX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.20% | 20.50% | +5.70 | LMB | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.20% | 24.90% | -3.70 | AGX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 36.0x | -24.60 | LMB | /valuation <GO> |
| Free Cash Flow Yield | 6.83% | 8.21% | -1.38 | AGX | /fcf-yield <GO> |
| Operating Margin | 7.60% | 14.30% | -6.70 | AGX | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 14.60% | -8.60 | AGX | /net-margins <GO> |
| Revenue Growth (YoY) | 24.70% | 8.10% | +16.60 | LMB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.48% | -0.48 | AGX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.67 | 6.22 | -1.55 | AGX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.7 | 41.3 | +5.40 | LMB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 13.2x | 33.8x | -20.60 | LMB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $577.2M | $4.83B | -$4.25B | AGX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LMB REV | AGX REV | LMB GROSS % | AGX GROSS % | LMB FCF | AGX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $646.8M | $944.6M | 26.2% | 20.5% | $41.9M | $410.8M |
| FY 2024 | $518.8M | $874.2M | 27.8% | 16.1% | $29.3M | $161.0M |
| FY 2023 | $516.4M | $573.3M | — | — | $57.4M | $91.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LMB // BETA —
AGX // BETA 1.00