NOVANTA INC. vs Spectrum Brands Holdings, Inc., two Electrical Equipment stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where NOVT and SPB diverge most: on p/s, NOVT reads 5.20 and SPB reads 0.62; on fcf yield, NOVT reads 2.1% and SPB reads 16.3%. The rest of the comparable metrics sit closer together. What NOVT's price implies is a somewhat stretched bet versus history (whole-company basis). What SPB's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | NOVT | SPB |
|---|---|---|
| Price | $141.48 | $77.33 |
| Market cap | $5.4B | $1.8B |
| Sector | Electrical Equipment | Electrical Equipment |
| Stage | Mature | Mature |
| P/E | 90.1 | 24.3 |
| P/B | 3.31 | 0.97 |
| P/S | 5.20 | 0.62 |
| EV/EBITDA | 31.6 | 10.0 |
| Revenue growth | +7.7% | +1.0% |
| Gross margin | 45.5% | 49.2% |
| Operating margin | 6.8% | 2.1% |
| Net margin | 6.0% | 2.8% |
| Return on equity | 3.8% | 4.3% |
| Return on assets | 2.9% | 2.2% |
| Return on invested capital | 3.9% | 3.7% |
| FCF yield | 2.1% | 16.3% |
| Dividend yield | — | 2.4% |
| Debt / equity | 0.14 | 0.33 |
| Current ratio | 4.57 | 2.41 |
| Altman Z (solvency) | 7.23 | 2.62 |
| Piotroski F (quality) | 6 / 9 | 6 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.