COMP <GO>
CARR vs UNP // EV/EBITDA & P/E VALUATION
Carrier Global Corporation Common Stock (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: CARR 3
— UNP 11
▲ EV/EBITDA & P/E VALUATION LEADER: UNP
LAST: $53.63 (-3.44%) • MKT CAP: $45.78B
valuation
18.5x
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
valuation
15.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CARR VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CARR | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 20.10% | -12.90 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 18.5x | 15.3x | +3.20 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 3.35% | 3.06% | +0.29 | CARR | /fcf-yield <GO> |
| Operating Margin | 10.00% | 40.20% | -30.20 | UNP | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 29.10% | -22.30 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 1.10% | -4.40 | UNP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.69% | 1.80% | -0.11 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.47 | 4.31 | -1.84 | UNP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | CARR | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 7.00% | -0.10 | CARR | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.3 | 70.0 | -32.66 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.03 | -0.03 | UNP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.7x | 23.3x | +5.40 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $45.78B | $179.42B | -$133.64B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CARR REV | UNP REV | CARR GROSS % | UNP GROSS % | CARR FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $21.75B | $24.51B | 44.0% | 44.0% | $1.53B | $5.50B |
| FY 2024 | $22.49B | $24.25B | 26.6% | 44.0% | -$448.9M | $5.89B |
| FY 2023 | $18.95B | $24.12B | 44.0% | 44.0% | $1.75B | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CARR // BETA 1.00
UNP // BETA 1.03