COMP <GO>
BJRI vs MA // RETURN ON INVESTED CAPITAL (ROIC)
BJ's Restaurants Inc. (NASDAQ) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: BJRI 2
— MA 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $63.28 (+4.58%) • MKT CAP: $1.35B
roic
10.70%
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BJRI VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BJRI | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 10.70% | 33.50% | -22.80 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.5x | 29.2x | -16.70 | BJRI | /valuation <GO> |
| Free Cash Flow Yield | 3.04% | 3.08% | -0.04 | MA | /fcf-yield <GO> |
| Operating Margin | 3.30% | 57.60% | -54.30 | MA | /operating-margins <GO> |
| Net Profit Margin | 3.50% | 45.60% | -42.10 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 16.40% | -13.30 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.04 | 11.17 | -8.13 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.3 | 68.8 | -11.51 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.7x | 31.2x | -5.50 | BJRI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.35B | $556.88B | -$555.53B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BJRI REV | MA REV | BJRI GROSS % | MA GROSS % | BJRI FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.40B | $32.79B | 74.7% | — | $40.9M | $17.16B |
| FY 2024 | $1.36B | $28.17B | 74.2% | — | $24.6M | $14.31B |
| FY 2023 | $1.33B | $25.10B | — | — | $105.8M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BJRI // BETA —
MA // BETA 0.90