COMP <GO>
BH vs CNNE // REVENUE GROWTH (YOY)
Biglari Holdings Inc. (Class B) (NYSE) VS. Cannae Holdings Inc. (NYSE) • 15-METRIC TALLY: BH 7
— CNNE 2
▲ REVENUE GROWTH (YOY) LEADER: BH
LAST: $390.32 (+1.47%) • MKT CAP: $908.1M
revenue-growth
9.20%
LAST: $17.15 (+1.78%) • MKT CAP: $743.9M
revenue-growth
-6.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BH VS. CNNE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BH | CNNE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 59.20% | 15.50% | +43.70 | BH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -7.20% | -10.60% | +3.40 | BH | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.44% | -2.43% | +10.87 | BH | /fcf-yield <GO> |
| Operating Margin | — | -28.20% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -9.50% | -60.00% | +50.50 | BH | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 9.20% | -6.40% | +15.60 | BH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.10% | -4.10 | CNNE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 1.50 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | BH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.5 | 71.2 | -18.70 | CNNE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $908.1M | $743.9M | $164.2M | BH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BH REV | CNNE REV | BH GROSS % | CNNE GROSS % | BH FCF | CNNE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $395.3M | $423.6M | 59.2% | 15.5% | $76.6M | -$18.1M |
| FY 2024 | $362.1M | $452.5M | 60.4% | 18.0% | $19.1M | -$90.1M |
| FY 2023 | $365.3M | $570.0M | — | — | $73.0M | -$87.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BH // BETA —
CNNE // BETA —