Specialty business services

21 companies · $91.7B combined revenue · $7.9B operating profit

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The typical US-listed specialty business services company grew revenue 14.5% and earnings 12.9% in its latest year, at a 9.1% operating margin, and 5 of 19 earn a return on capital above 15%. Figures from each company's latest annual filing with the SEC, refreshed daily.

14.5%Median revenue growth
12.9%Median earnings growth
19%Median revenue growth, 3 yrs
12.6%Median earnings growth, 3 yrs
9.1%Median operating margin
8.2%Median ROCE
Fastest revenue growthAmentum AMTM71.6%Fastest earnings growthFlywire FLYW365%Highest ROCEInterDigital IDCC35.1%Biggest margin gainPayPay PAYP+9.2 pts

Growth engines: the 4 Cylinders

All four working: 0% of companies

A company's earnings per share can grow in only four ways: more sales, profits growing faster than sales (operating leverage), wider margins, and less debt. Each bar is the share of companies where that engine worked in their latest year.

  • Sales growth · Revenue up 10% or more67%
  • Operating leverage · Operating income growing faster than a growing revenue56%
  • Margin expansion · Operating margin up 1 point or more50%
  • Debt reduction · Debt down 5% or more, or net cash40%

Combined revenue · 20 companies reporting in US dollars

Revenue
$0$25B$50B$75B$100BFY21FY22FY23FY24FY25

Combined operating margin

Operating margin
0%2.5%5%7.5%10%FY21FY22FY23FY24FY25

All 21 companies

Median–14.5%12.9%9.1%8.2%0.83x
SESea$19.6B33.2%▲255%▲10.1%▲13.5%▲–
APGAPi$7.9B12.7%▼20.8%▲7%▼8.2%0.81x▲
RBARB Global$4.6B7.2%▼3.7%▼15.5%▲6.8%▼0.42x▲
ROLRollins$3.8B11%▼12.9%19.3%▲30.8%▲0.44x▲
WSEWise$1.9B22.5%▲-9.4%▼31.2%▲24.1%▲0.17x▲
PAYPPayPayJPY 381B27.3%▲201%▲21%▲–1.43x▼
IDCCInterDigital$834M-4%▼13.4%▲55.3%▲35.1%▲0.43x▲
DLBDolby Laboratories$1.3B5.9%▼-2.6%▼19.6%▲9.5%▲–
XMTRXometry$687M25.9%▲–-6.6%▼-7.4%▼–
NIQNIQ Global Intelligence$4.2B5.7%▼–2%▼1.6%▼3.65x▼
FTDRFrontdoor$2.1B13.6%▼8.5%▼19.9%▲24%▲4.85x▼
RELYRemitly Global$1.6B29.4%▲–4.7%▼7.3%▼0.18x▲
AMTMAmentum$14.4B71.6%▲–3.3%▼5.3%▼0.88x▼
PAYPaymentus$1.2B37.3%▲51.5%▲6.3%▼13.3%▲–
TNETTrinet$5.0B-0.9%▼-10.4%▼––17x▼
MMSMaximus$5.4B2.4%▼3.9%▼9.7%▲16%▲0.80x▲
CBZCBIZ$2.8B52.1%▲181%▲8.5%▼6.4%▼0.83x
ABMABM Industries$8.7B4.6%▼99.5%▲3.6%▼7.9%▼0.88x▼
FOURShift4 Payments$4.2B25.5%▲-48.3%▼8.4%▼4.7%▼3.15x▼
PAYOPayoneer Global$813M14.5%-39.6%▼15.3%▲14.3%▲–
FLYWFlywire$623M26.6%▲365%▲1.8%▼1.3%▼–

▲ better than the median, ▼ worse. n/a: the ratio doesn't apply to that kind of business (e.g. a bank's operating margin). Sort by any column. Figures from each company's latest 10-K (or 20-F/40-F).