COMP <GO>
CION vs SDHY // EV/EBITDA & P/E VALUATION
CION Investment Corporation (NYSE) VS. PGIM Short Duration High Yield Opportunities Fund (NYSE) • 15-METRIC TALLY: CION 1
— SDHY 1
■ METRIC PARITY
LAST: $7.11 (+4.56%) • MKT CAP: $349.8M
valuation
—
LAST: $15.39 (+1.32%) • MKT CAP: $379.7M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CION VS. SDHY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CION | SDHY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -2.90% | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 21.96% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | 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 | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.2 | 49.2 | +6.05 | CION | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $349.8M | $379.7M | -$29.9M | SDHY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CION REV | SDHY REV | CION GROSS % | SDHY GROSS % | CION FCF | SDHY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | — | — | — | $76.8M | — |
| FY 2024 | $0 | — | — | — | $88.2M | — |
| FY 2023 | $0 | — | — | — | -$97.2M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CION // BETA —
SDHY // BETA —