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FTW vs NOA

FTW
Presidio Production Company
BEARISH
Price
$10.59
Market Cap
$472.0M
Sector
Energy
AI Confidence
85%
NOA
North American Construction Group Ltd.
BEARISH
Price
$14.67
Market Cap
$416.8M
Sector
Energy
AI Confidence
85%

Valuation

P/E Ratio
FTW
--
NOA
17.67
Forward P/E
FTW
--
NOA
6.19
P/B Ratio
FTW
-0.02
NOA
1.23
P/S Ratio
FTW
2.65
NOA
0.32
EV/EBITDA
FTW
2.85
NOA
3.79

Profitability

Gross Margin
FTW
61.55%
NOA
29.55%
Operating Margin
FTW
-22.26%
NOA
6.95%
Profit Margin
FTW
5.79%
NOA
2.63%
ROE
FTW
--
NOA
8.0%
ROA
FTW
--
NOA
3.91%

Growth

Revenue Growth
FTW
--
NOA
-0.0%
Earnings Growth
FTW
--
NOA
-96.6%

Financial Health

Debt/Equity
FTW
--
NOA
2.05
Current Ratio
FTW
0.36
NOA
0.88
Quick Ratio
FTW
0.25
NOA
0.68

Dividends

Dividend Yield
FTW
12.75%
NOA
2.36%
Payout Ratio
FTW
--
NOA
42.11%

AI Verdict

FTW BEARISH

While the Piotroski F-Score of 6/9 suggests stable operational health, this is heavily contradicted by critical balance sheet distress. The company exhibits negative shareholders' equity (Price/Book: -0.02) and a severe liquidity crisis with a Current Ratio of 0.36 and Quick Ratio of 0.25. Despite a high gross margin, the operating margin is deeply negative (-22.26%), and the 12.75% dividend yield appears unsustainable given the lack of liquidity. Combined with a 0/100 technical trend, the risk profile is excessively high.

Strengths
Stable Piotroski F-Score (6/9)
Strong Gross Margin (61.55%)
High nominal Dividend Yield (12.75%)
Risks
Negative Book Value (P/B -0.02) indicating negative equity
Severe liquidity risk (Current Ratio 0.36 is well below the healthy 1.0 threshold)
Deeply negative Operating Margin (-22.26%)
NOA BEARISH

NOA presents a high-risk profile characterized by a stable but mediocre Piotroski F-Score of 4/9 and a concerning lack of liquidity. While the stock trades near its Graham Number ($14.92), this defensive value is offset by a catastrophic collapse in earnings growth (-96.60% YoY) and a consistent failure to meet analyst estimates (0/4 beats in the last year). The significant divergence between the current price ($14.67) and the growth-based intrinsic value ($5.81) suggests the market is pricing in a recovery that is not yet supported by the fundamentals.

Strengths
Trades slightly below the Graham Number ($14.92)
Very low Price-to-Sales ratio (0.32)
Low PEG ratio (0.38) suggesting potential undervaluation if growth returns
Risks
Severe earnings collapse (-96.60% YoY)
Liquidity risk with a Current Ratio of 0.88 and Quick Ratio of 0.68
High leverage with Debt/Equity at 2.05, well above sector average (1.28)

Compare Another Pair

FTW vs NOA: Head-to-Head Comparison

This page compares Presidio Production Company (FTW) and North American Construction Group Ltd. (NOA) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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