| Stage | ECPG | % of rev | ARKO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $545M | 100.00% | $2.3B | 100.00% | ARKO ×4.31 |
| Gross profit | $427M | 78.43% | $525M | 22.35% | ECPG +56.1pp |
| Operating income | $231M | 42.35% | $30M | 1.29% | ECPG +41.1pp |
| Pre-tax income | $161M | 29.53% | $16M | 0.70% | ECPG +28.8pp |
| Net income | $124M | 22.77% | $9M | 0.40% | ECPG +22.4pp |
| Stage | ECPG | ARKO | Gap · A − B |
|---|---|---|---|
| Revenue | $545M100.00% | $2.3B100.00% | ARKO ×4.31 |
| Gross profit | 78.43%$427M | 22.35%$525M | ECPG +56.1pp |
| Operating income | 42.35%$231M | 1.29%$30M | ECPG +41.1pp |
| Pre-tax income | 29.53%$161M | 0.70%$16M | ECPG +28.8pp |
| Net income |
| 22.77%$124M |
| 0.40%$9M |
| ECPG +22.4pp |
None
No disclosed counterparties: ECPG.