COMP <GO>
ADAM vs PMT // 10Y YIELD & FRED MACRO BETA
Adamas Trust Inc. (NASDAQ) VS. PennyMac Mortgage Investment Trust of (NYSE) • 15-METRIC TALLY: ADAM 5
— PMT 1
■ METRIC PARITY
LAST: $7.18 (-7.71%) • MKT CAP: $648.4M
macro-sensitivity
—
LAST: $7.38 (+1.51%) • MKT CAP: $643.6M
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ADAM VS. PMT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ADAM | PMT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | 4.60% | +4.30 | ADAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.0x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 19.42% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.65% | 0.00% | +11.65 | ADAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 1/9 | +3.00 | ADAM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 39.8 | 45.3 | -5.50 | PMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 4.1x | 7.0x | -2.90 | ADAM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $648.4M | $643.6M | $4.8M | ADAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ADAM REV | PMT REV | ADAM GROSS % | PMT GROSS % | ADAM FCF | PMT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $125.9M | -$7.21B |
| FY 2024 | $0 | $0 | — | — | -$10.6M | -$2.70B |
| FY 2023 | $0 | $0 | — | — | $30.0M | $1.34B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ADAM // BETA —
PMT // BETA —