COMP <GO>
BROS vs V // RETURN ON INVESTED CAPITAL (ROIC)
Dutch Bros Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: BROS 2
— V 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $43.98 (+2.45%) • MKT CAP: $7.68B
roic
20.70%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BROS VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BROS | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 20.70% | 32.30% | -11.60 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 28.9x | -8.10 | BROS | /valuation <GO> |
| Free Cash Flow Yield | 0.71% | 2.90% | -2.19 | V | /fcf-yield <GO> |
| Operating Margin | 9.80% | 60.00% | -50.20 | V | /operating-margins <GO> |
| Net Profit Margin | 4.90% | 50.10% | -45.20 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 27.90% | 11.30% | +16.60 | BROS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.00 | 9.09 | -6.09 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.7 | 65.6 | -6.90 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.06 | -0.06 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 80.8x | 34.0x | +46.80 | V | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.68B | $733.53B | -$725.85B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BROS REV | V REV | BROS GROSS % | V GROSS % | BROS FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.64B | $40.00B | 25.9% | — | $54.4M | $21.26B |
| FY 2024 | $1.28B | $35.93B | 26.6% | — | $24.7M | $18.33B |
| FY 2023 | $965.8M | $32.65B | — | — | $96.5M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BROS // BETA 1.00
V // BETA 1.06