COMP <GO>
CION vs BAC // 10Y YIELD & FRED MACRO BETA
CION Investment Corporation (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: CION 2
— BAC 3
■ METRIC PARITY
LAST: $6.99 (-1.69%) • MKT CAP: $349.8M
macro-sensitivity
—
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
macro-sensitivity
0.90
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CION VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CION | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -2.90% | 2.50% | -5.40 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.2x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 21.96% | 2.10% | +19.86 | CION | /fcf-yield <GO> |
| Operating Margin | — | 32.90% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 27.00% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 6.80% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 7/9 | -4.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.4 | 38.3 | +20.10 | CION | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 10.9x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $349.8M | $357.61B | -$357.26B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CION REV | BAC REV | CION GROSS % | BAC GROSS % | CION FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $113.10B | — | — | $76.8M | $7.52B |
| FY 2024 | $0 | $105.86B | — | — | $88.2M | -$13.57B |
| FY 2023 | $0 | $102.77B | — | — | -$97.2M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CION // BETA —
BAC // BETA 0.90