COMP <GO>
ARKK vs SPY // ALTMAN Z-SCORE & DEBT/EQUITY
ARK Innovation ETF (NYSE) VS. SPDR S&P 500 ETF Trust (NYSE) • 15-METRIC TALLY: ARKK 1
— SPY 1
■ METRIC PARITY
LAST: $80.75 (-6.07%) • MKT CAP: $6.50B
balance-sheet
4.80
LAST: $755.72 (-1.77%) • MKT CAP: $620.00B
balance-sheet
4.80
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARKK VS. SPY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARKK | SPY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 58.00% | 58.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.50% | 19.50% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.40% | 3.40% | 0.00 | TIE | /fcf-yield <GO> |
| Operating Margin | 24.00% | 24.00% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 18.50% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 9.20% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.30% | 1.30% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 4.80 | 4.80 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 3.20% | 3.20% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.5 | 40.2 | +0.30 | ARKK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.8x | 19.8x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.50B | $620.00B | -$613.50B | SPY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARKK REV | SPY REV | ARKK GROSS % | SPY GROSS % | ARKK FCF | SPY FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT ARKK FA <GO> AND SPY FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARKK // BETA 1.00
SPY // BETA 1.00