COMP <GO>
BIRK vs MA // RETURN ON INVESTED CAPITAL (ROIC)
Birkenstock Holding plc (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: BIRK 3
— MA 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $33.39 (+5.70%) • MKT CAP: $5.51B
roic
9.90%
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BIRK VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BIRK | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.90% | 33.50% | -23.60 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 29.2x | -8.20 | BIRK | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 3.08% | -0.87 | MA | /fcf-yield <GO> |
| Operating Margin | 13.90% | 57.60% | -43.70 | MA | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 45.60% | -34.70 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 16.40% | -10.90 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 11.17 | -7.43 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.2 | 68.8 | -17.60 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 0.90 | +0.06 | BIRK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 31.2x | -0.70 | BIRK | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.51B | $556.88B | -$551.37B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BIRK REV | MA REV | BIRK GROSS % | MA GROSS % | BIRK FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $32.79B | — | — | — | $17.16B |
| FY 2024 | — | $28.17B | — | — | — | $14.31B |
| FY 2023 | — | $25.10B | — | — | — | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BIRK // BETA 0.96
MA // BETA 0.90