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LMB vs NX

LMB
Limbach Holdings, Inc.
BULLISH
Price
$82.59
Market Cap
$964.6M
Sector
Industrials
AI Confidence
85%
NX
Quanex Building Products Corporation
NEUTRAL
Price
$19.94
Market Cap
$916.0M
Sector
Industrials
AI Confidence
80%

Valuation

P/E Ratio
LMB
25.57
NX
--
Forward P/E
LMB
16.64
NX
8.67
P/B Ratio
LMB
4.91
NX
1.24
P/S Ratio
LMB
1.49
NX
0.5
EV/EBITDA
LMB
14.51
NX
7.78

Profitability

Gross Margin
LMB
26.18%
NX
27.37%
Operating Margin
LMB
9.48%
NX
0.7%
Profit Margin
LMB
6.04%
NX
-13.0%
ROE
LMB
22.38%
NX
-28.19%
ROA
LMB
8.77%
NX
3.91%

Growth

Revenue Growth
LMB
30.1%
NX
2.3%
Earnings Growth
LMB
23.9%
NX
--

Financial Health

Debt/Equity
LMB
0.29
NX
1.22
Current Ratio
LMB
1.44
NX
2.31
Quick Ratio
LMB
1.41
NX
1.02

Dividends

Dividend Yield
LMB
--
NX
1.6%
Payout Ratio
LMB
0.0%
NX
86.49%

AI Verdict

LMB BULLISH

LMB exhibits strong financial health with a Piotroski F-Score of 7/9 and a conservative Debt/Equity ratio of 0.29. While the current price of $82.59 is significantly above the Graham Number ($34.97), it trades below the growth-based intrinsic value of $95.28 and well below the analyst target of $116.60. The company demonstrates exceptional growth momentum with 30.1% YoY revenue growth and a remarkable 25-quarter track record of earnings surprises. Despite bearish insider selling and a weak technical trend, the fundamental trajectory and profitability metrics support a bullish outlook.

Strengths
Strong financial health indicated by a Piotroski F-Score of 7/9
Exceptional growth profile with 30.1% YoY revenue and 23.9% earnings growth
Very low leverage with a Debt/Equity ratio of 0.29
Risks
Bearish insider sentiment with recent sales by the CFO and other officers
Current technical trend is bearish (0/100)
Significant premium over the Graham Number ($34.97) suggests valuation risk if growth slows
NX NEUTRAL

NX presents a stark disconnect between valuation and fundamental performance, anchored by a stable but mediocre Piotroski F-Score of 4/9. While the stock exhibits strong short-term price momentum (+41.3% over 6 months) and attractive valuation metrics (P/S of 0.50 and Forward P/E of 8.67), these are offset by a severe collapse in earnings growth (-105.3% YoY) and negative profit margins. The company maintains a healthy liquidity position (Current Ratio 2.31), but the high dividend payout ratio (86.49%) is unsustainable given current profitability levels.

Strengths
Very low Price-to-Sales ratio (0.50) suggesting significant undervaluation relative to revenue
Strong short-term price momentum with 41.3% growth over the last 6 months
Robust liquidity with a Current Ratio of 2.31
Risks
Severe earnings deterioration with YoY EPS growth at -105.3%
Negative net profit margin (-13.00%) and negative ROE (-28.19%)
Unsustainable dividend payout ratio (86.49%) relative to current earnings

Compare Another Pair

LMB vs NX: Head-to-Head Comparison

This page compares Limbach Holdings, Inc. (LMB) and Quanex Building Products Corporation (NX) 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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