COMP <GO>
BALL vs TMO // RETURN ON INVESTED CAPITAL (ROIC)
Ball Corporation (NYSE) VS. Thermo Fisher Scientific Inc (NYSE) • 15-METRIC TALLY: BALL 7
— TMO 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: TMO
LAST: $66.47 (+3.05%) • MKT CAP: $17.07B
roic
5.20%
LAST: $697.00 (-1.72%) • MKT CAP: $262.22B
roic
9.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BALL VS. TMO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BALL | TMO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.20% | 9.30% | -4.10 | TMO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 30.4x | -10.00 | BALL | /valuation <GO> |
| Free Cash Flow Yield | 4.62% | 2.40% | +2.22 | BALL | /fcf-yield <GO> |
| Operating Margin | 13.90% | 17.40% | -3.50 | TMO | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 15.10% | -4.20 | TMO | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 3.90% | +2.70 | BALL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.29% | 0.24% | +1.05 | BALL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.00 | 4.50 | -2.50 | TMO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.70% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.7 | 59.1 | +11.51 | BALL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 0.94 | +0.01 | BALL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 36.3x | -5.80 | BALL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $17.07B | $262.22B | -$245.14B | TMO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BALL REV | TMO REV | BALL GROSS % | TMO GROSS % | BALL FCF | TMO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $44.56B | — | 44.0% | $788.0M | $6.29B |
| FY 2024 | $0 | $42.88B | — | 44.0% | -$369.0M | $7.27B |
| FY 2023 | — | $42.86B | — | 44.0% | — | $6.48B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BALL // BETA 0.95
TMO // BETA 0.94