Since 2020, Chart Industries has pivoted toward expanding its specialty portfolio of products into high-growth areas such as hydrogen and liquefied natural gas. It made several attractive investments and joint ventures with key partners that enabled it to increase the amount of in-house content it uses for larger projects. This lowered costs and provided more control over delivery times.
Chart generates substantial free cash flow. Historical free cash flow conversion is well above 80% and Chart targets 90%-plus conversion after acquiring Howden.
The Howden deal carries materially more financial and execution risk than any prior deal completed by Chart. The Howden deal is almost 10 times larger than Chart's $450 million in deals from 2020-22.
|
Metric
|
GTLS
|
LIN
|
APD
|
|---|---|---|---|
Price/Earnings (Normalized) | 24.93 | 31.11 | 22.07 |
Price/Book Value | 3.13 | 6.28 | 4.01 |
Price/Sales | 2.29 | 7.10 | 5.03 |
Price/Cash Flow | 41.54 | 22.86 | 13.82 |
|
Metric
|
GTLS
|
LIN
|
APD
|
|---|---|---|---|
Quick Ratio | 1.11 | 0.62 | 1.03 |
Current Ratio | 1.53 | 0.83 | 1.43 |
Interest Coverage | 0.73 | 20.18 | 12.79 |
|
Metric
|
GTLS
|
LIN
|
APD
|
|---|---|---|---|
Return on Assets (Normalized) | 2.00% | 8.94% | 7.00% |
Return on Equity (Normalized) | 6.06% | 19.93% | 18.76% |
Return on Invested Capital (Normalized) | 5.90% | 11.91% | 8.58% |
|
1-Day Chart
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United States