COMP <GO>
CARR vs FERG // 10Y YIELD & FRED MACRO BETA
Carrier Global Corporation (NYSE) VS. Ferguson Enterprises Inc. (NYSE) • 15-METRIC TALLY: CARR 4
— FERG 7
■ METRIC PARITY
LAST: $55.54 (-1.30%) • MKT CAP: $45.78B
macro-sensitivity
1.00
LAST: $240.45 (+4.21%) • MKT CAP: $46.52B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CARR VS. FERG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CARR | FERG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 30.70% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 22.20% | -15.00 | FERG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.5x | 13.2x | +5.30 | FERG | /valuation <GO> |
| Free Cash Flow Yield | 3.35% | 1.13% | +2.22 | CARR | /fcf-yield <GO> |
| Operating Margin | 10.00% | 8.50% | +1.50 | CARR | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 6.00% | +0.80 | CARR | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 3.80% | -7.10 | FERG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.69% | 1.05% | +0.64 | CARR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.47 | 5.66 | -3.19 | FERG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.0 | 68.4 | -20.40 | FERG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.7x | 23.3x | +5.40 | FERG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.78B | $46.52B | -$732.7M | FERG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CARR REV | FERG REV | CARR GROSS % | FERG GROSS % | CARR FCF | FERG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.75B | $30.76B | — | 30.7% | $1.53B | $523.7M |
| FY 2024 | $22.49B | $29.64B | 26.6% | 30.5% | -$448.9M | $539.4M |
| FY 2023 | $18.95B | $29.73B | — | — | $1.75B | $1.38B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CARR // BETA 1.00
FERG // BETA 1.00