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Should CAI International Trade At A Discount To Peers?

What factors warrant a company's stock price trading at a premium to peers? The following table highlights the similarities and differences of standard stock metrics of three of the top five stocks in the intermodal container leasing industry:

#1 by Market Share #4 by Market Share #5 by Market Share Enterprise Value/Revenue 8.89 6.76 8.65 Operating Margin 57.73% 53.87% 57.97% Profit Margin 41.21% 22.20% 35.12% Return on Equity 22.79% 22.25% 21.01% Total Debt/Equity 221.91 434.69 287.96 Fixed Charge Coverage 3.89 6.13 3.57 Cash per Share $1.37 $1.85 $1.21 Book Value per Share $18.40 $18.88 $16.39 Dividend 4.90% 6.20% 0.00% 2014 Estimated EPS $4.27 $4.72 $4.14 Long-term EPS Growth Estimate 9.73% 10.00% 9.50% 2012 Over 2011 Revenue Growth 15.21% 14.03% 38.34% ...
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