COMP <GO>
AOS vs MA // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
A.O. Smith Corporation (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: AOS 5
— MA 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: MA
LAST: $63.07 (-0.66%) • MKT CAP: $8.63B
options-implied-move
7.30%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AOS VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AOS | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.80% | 41.00% | -2.20 | MA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 32.00% | 33.50% | -1.50 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 29.2x | -19.40 | AOS | /valuation <GO> |
| Free Cash Flow Yield | 5.15% | 3.08% | +2.07 | AOS | /fcf-yield <GO> |
| Operating Margin | 19.00% | 57.60% | -38.60 | MA | /operating-margins <GO> |
| Net Profit Margin | 14.30% | 45.60% | -31.30 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 0.30% | 16.40% | -16.10 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.27% | 0.49% | +1.78 | AOS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.94 | 11.17 | -3.23 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.30% | 6.60% | +0.70 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.9 | 70.6 | -5.77 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 0.90 | +0.21 | AOS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.7x | 31.2x | -16.50 | AOS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.63B | $556.88B | -$548.25B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AOS REV | MA REV | AOS GROSS % | MA GROSS % | AOS FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.83B | $32.79B | 38.8% | 44.0% | $444.4M | $17.16B |
| FY 2024 | $3.82B | $28.17B | 38.1% | 44.0% | $410.0M | $14.31B |
| FY 2023 | $3.85B | $25.10B | 44.0% | 44.0% | $496.9M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AOS // BETA 1.11
MA // BETA 0.90