COMP <GO>
AHR vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
American Healthcare REIT Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: AHR 8
— BAC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AHR
LAST: $53.52 (+1.10%) • MKT CAP: $12.34B
roic
8.10%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AHR VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AHR | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 14.40% | 41.00% | -26.60 | BAC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.10% | 2.50% | +5.60 | AHR | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.4x | 30.2x | -3.80 | AHR | /valuation <GO> |
| Free Cash Flow Yield | 1.62% | 2.10% | -0.48 | BAC | /fcf-yield <GO> |
| Operating Margin | 19.80% | 32.90% | -13.10 | BAC | /operating-margins <GO> |
| Net Profit Margin | 3.40% | 27.00% | -23.60 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | 11.20% | 6.80% | +4.40 | AHR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.32% | 0.00% | +1.32 | AHR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.12 | 0.45 | +3.67 | AHR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | AHR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 6.60% | +0.70 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.6 | 27.7 | +26.97 | AHR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.90 | +0.21 | AHR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 10.9x | +129.10 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.34B | $357.61B | -$345.26B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AHR REV | BAC REV | AHR GROSS % | BAC GROSS % | AHR FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.09B | $113.10B | 14.4% | 44.0% | $200.2M | $7.52B |
| FY 2024 | $1.88B | $105.86B | 12.2% | 44.0% | $91.3M | -$13.57B |
| FY 2023 | $1.67B | $102.77B | 44.0% | 44.0% | $23.4M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AHR // BETA 1.11
BAC // BETA 0.90