COMP <GO>
BKR vs AMZN // RETURN ON INVESTED CAPITAL (ROIC)
Baker Hughes Company (NASDAQ) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: BKR 5
— AMZN 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AMZN
LAST: $54.51 (-0.27%) • MKT CAP: $54.13B
roic
11.30%
LAST: $243.79 (-4.25%) • MKT CAP: $2.63T
roic
17.61%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BKR VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BKR | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.30% | 17.61% | -6.31 | AMZN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 15.8x | -2.15 | BKR | /valuation <GO> |
| Free Cash Flow Yield | 4.73% | -1.81% | +6.54 | BKR | /fcf-yield <GO> |
| Operating Margin | 11.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 9.30% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | -0.30% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.68% | 0.00% | +1.68 | BKR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.62 | 3.32 | -0.70 | AMZN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | BKR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.73% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.1 | 47.2 | -3.10 | AMZN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.09 | 1.46 | -0.37 | AMZN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.4x | 22.8x | -3.35 | BKR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $54.13B | $2.63T | -$2.58T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BKR REV | AMZN REV | BKR GROSS % | AMZN GROSS % | BKR FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $27.73B | $0 | — | — | $2.56B | $10.56B |
| FY 2024 | $27.83B | $0 | — | — | $2.08B | $42.95B |
| FY 2023 | $25.51B | $0 | — | — | $1.91B | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BKR // BETA 1.09
AMZN // BETA 1.46