COMP <GO>
BROS vs MA // RETURN ON INVESTED CAPITAL (ROIC)
Dutch Bros Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: BROS 3
— MA 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $43.98 (+2.45%) • MKT CAP: $7.68B
roic
20.70%
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BROS VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BROS | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 20.70% | 33.50% | -12.80 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 29.2x | -8.40 | BROS | /valuation <GO> |
| Free Cash Flow Yield | 0.71% | 3.08% | -2.37 | MA | /fcf-yield <GO> |
| Operating Margin | 9.80% | 57.60% | -47.80 | MA | /operating-margins <GO> |
| Net Profit Margin | 4.90% | 45.60% | -40.70 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 27.90% | 16.40% | +11.50 | BROS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.00 | 11.17 | -8.17 | 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 | 58.7 | 68.8 | -10.10 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.90 | +0.10 | BROS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 80.8x | 31.2x | +49.60 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.68B | $556.88B | -$549.20B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BROS REV | MA REV | BROS GROSS % | MA GROSS % | BROS FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.64B | $32.79B | 25.9% | — | $54.4M | $17.16B |
| FY 2024 | $1.28B | $28.17B | 26.6% | — | $24.7M | $14.31B |
| FY 2023 | $965.8M | $25.10B | — | — | $96.5M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BROS // BETA 1.00
MA // BETA 0.90