COMP <GO>
CALX vs MA // ALTMAN Z-SCORE & DEBT/EQUITY
Calix Inc (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: CALX 2
— MA 9
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MA
LAST: $38.31 (+0.37%) • MKT CAP: $2.41B
balance-sheet
8.38
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
balance-sheet
11.17
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CALX VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CALX | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 33.50% | -31.20 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 60.5x | 29.2x | +31.30 | MA | /valuation <GO> |
| Free Cash Flow Yield | 4.79% | 3.08% | +1.71 | CALX | /fcf-yield <GO> |
| Operating Margin | 2.10% | 57.60% | -55.50 | MA | /operating-margins <GO> |
| Net Profit Margin | 1.80% | 45.60% | -43.80 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 20.30% | 16.40% | +3.90 | CALX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 8.38 | 11.17 | -2.79 | 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 | 59.3 | 68.8 | -9.50 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 113.3x | 31.2x | +82.10 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.41B | $556.88B | -$554.47B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CALX REV | MA REV | CALX GROSS % | MA GROSS % | CALX FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.00B | $32.79B | 56.8% | — | $115.5M | $17.16B |
| FY 2024 | $831.5M | $28.17B | 54.6% | — | $50.3M | $14.31B |
| FY 2023 | $1.04B | $25.10B | — | — | $56.3M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CALX // BETA —
MA // BETA 0.90