COMP <GO>
LMB vs BBCP // FORWARD P/E MULTIPLE
Limbach Holdings Inc. (NASDAQ) VS. Concrete Pumping Holdings Inc. (NASDAQ) • 15-METRIC TALLY: LMB 8
— BBCP 5
▲ FORWARD P/E MULTIPLE LEADER: LMB
LAST: $48.40 (-5.96%) • MKT CAP: $613.8M
forward-pe
13.2x
LAST: $10.23 (+0.49%) • MKT CAP: $513.0M
forward-pe
74.9x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LMB VS. BBCP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LMB | BBCP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.20% | 42.40% | -16.20 | BBCP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 21.20% | 5.20% | +16.00 | LMB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 10.8x | +0.60 | BBCP | /valuation <GO> |
| Free Cash Flow Yield | 6.83% | 3.42% | +3.41 | LMB | /fcf-yield <GO> |
| Operating Margin | 7.60% | 11.70% | -4.10 | BBCP | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 1.80% | +4.20 | LMB | /net-margins <GO> |
| Revenue Growth (YoY) | 24.70% | -9.00% | +33.70 | LMB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 10.36% | -10.36 | BBCP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.67 | 1.01 | +3.66 | LMB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | LMB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.1 | 65.4 | -9.30 | BBCP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 13.2x | 74.9x | -61.70 | LMB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $613.8M | $513.0M | $100.8M | LMB | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LMB REV | BBCP REV | LMB GROSS % | BBCP GROSS % | LMB FCF | BBCP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $646.8M | $356.2M | 26.2% | 42.4% | $41.9M | $17.5M |
| FY 2024 | $518.8M | $391.3M | 27.8% | 42.4% | $29.3M | $43.1M |
| FY 2023 | $516.4M | $411.2M | — | — | $57.4M | $96.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LMB // BETA —
BBCP // BETA —