COMP <GO>
CALX vs V // RETURN ON INVESTED CAPITAL (ROIC)
Calix Inc (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: CALX 2
— V 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: V
LAST: $38.31 (+0.37%) • MKT CAP: $2.41B
roic
2.30%
LAST: $410.54 (+2.48%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CALX VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CALX | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 56.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.30% | 32.30% | -30.00 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 60.5x | 28.9x | +31.60 | V | /valuation <GO> |
| Free Cash Flow Yield | 4.79% | 2.90% | +1.89 | CALX | /fcf-yield <GO> |
| Operating Margin | 2.10% | 60.00% | -57.90 | V | /operating-margins <GO> |
| Net Profit Margin | 1.80% | 50.10% | -48.30 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 20.30% | 11.30% | +9.00 | CALX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.63% | -0.63 | V | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.38 | 9.09 | -0.71 | 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 | 51.6 | 65.6 | -13.95 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 113.3x | 34.0x | +79.30 | V | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.41B | $733.53B | -$731.12B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CALX REV | V REV | CALX GROSS % | V GROSS % | CALX FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.00B | $40.00B | 56.8% | — | $115.5M | $21.26B |
| FY 2024 | $831.5M | $35.93B | 54.6% | — | $50.3M | $18.33B |
| FY 2023 | $1.04B | $32.65B | — | — | $56.3M | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CALX // BETA —
V // BETA 1.06