Critical Analysis: Era Group (ERA) versus Bristow Group (BRS)
Era Group (NYSE: ERA) and Bristow Group (NYSE:BRS) are both small-cap transportation companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, valuation, earnings, profitability, analyst recommendations, risk and institutional ownership.
Insider & Institutional Ownership
85.3% of Era Group shares are owned by institutional investors. 7.9% of Era Group shares are owned by company insiders. Comparatively, 10.0% of Bristow Group shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
This table compares Era Group and Bristow Group’s net margins, return on equity and return on assets.
|Net Margins||Return on Equity||Return on Assets|
This is a summary of recent ratings and price targets for Era Group and Bristow Group, as reported by MarketBeat.
|Sell Ratings||Hold Ratings||Buy Ratings||Strong Buy Ratings||Rating Score|
Bristow Group has a consensus price target of $12.33, indicating a potential downside of 19.34%. Given Bristow Group’s higher possible upside, analysts clearly believe Bristow Group is more favorable than Era Group.
Bristow Group pays an annual dividend of $0.07 per share and has a dividend yield of 0.5%. Era Group does not pay a dividend. Bristow Group pays out -3.3% of its earnings in the form of a dividend.
Volatility and Risk
Era Group has a beta of 0.78, indicating that its share price is 22% less volatile than the S&P 500. Comparatively, Bristow Group has a beta of 3, indicating that its share price is 200% more volatile than the S&P 500.
Earnings & Valuation
This table compares Era Group and Bristow Group’s top-line revenue, earnings per share and valuation.
|Gross Revenue||Price/Sales Ratio||Net Income||Earnings Per Share||Price/Earnings Ratio|
|Era Group||$231.32 million||0.89||-$28.16 million||N/A||N/A|
|Bristow Group||$1.40 billion||0.39||-$170.53 million||($2.13)||-7.18|
Era Group has higher earnings, but lower revenue than Bristow Group.
Bristow Group beats Era Group on 7 of the 12 factors compared between the two stocks.
About Era Group
Era Group Inc. provides helicopter transportation services primarily to the oil and gas exploration, development, and production companies. Its helicopter services include emergency response search and rescue; Alaska flightseeing tours; and other services, as well as utility services to support firefighting, mining, power line, and pipeline survey activities. The company also leases helicopters to third parties and foreign affiliates; engineers, manufactures, and distributes after-market helicopter parts and accessories; and provides classroom instruction, flight simulator, and other training services. As of December 31, 2017, the company owned or leased a total of 132 helicopters, including 16 heavy helicopters, 47 medium helicopters, 29 light twin engine helicopters, and 40 light single engine helicopters. It also serves cruise line passengers. The company operates in the United States, Latin America and the Caribbean, Europe, Asia, and Canada. Era Group Inc. was founded in 1948 and is based in Houston, Texas.
About Bristow Group
Bristow Group Inc. provides industrial aviation services to the offshore energy companies in Europe Caspian, Africa, the Americas, and the Asia Pacific. The company offers helicopter transportation services to transport personnel between onshore bases and offshore production platforms, drilling rigs, and other installations, as well as to transport time-sensitive equipment to these offshore locations. It also provides search and rescue services for oil and gas industry, and governmental agencies; and aircraft support services. The company was formerly known as Offshore Logistics Inc. and changed its name to Bristow Group Inc. in February 2006. Bristow Group Inc. was founded in 1955 and is headquartered in Houston, Texas.
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