COMP <GO>
CRS vs FCX // RETURN ON INVESTED CAPITAL (ROIC)
Carpenter Technology Corporation (NYSE) VS. Freeport-McMoRan Inc. (NYSE) • 15-METRIC TALLY: CRS 7
— FCX 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: FCX
LAST: $283.08 (-5.24%) • MKT CAP: $14.80B
roic
16.90%
LAST: $62.47 (-5.55%) • MKT CAP: $94.98B
roic
21.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRS VS. FCX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRS | FCX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.70% | 26.10% | +0.60 | CRS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 16.90% | 21.50% | -4.60 | FCX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.1x | 13.4x | +10.70 | FCX | /valuation <GO> |
| Free Cash Flow Yield | 2.10% | 4.71% | -2.61 | FCX | /fcf-yield <GO> |
| Operating Margin | 18.10% | 25.90% | -7.80 | FCX | /operating-margins <GO> |
| Net Profit Margin | 13.10% | 8.80% | +4.30 | CRS | /net-margins <GO> |
| Revenue Growth (YoY) | 4.30% | 0.10% | +4.20 | CRS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.27% | 0.91% | -0.64 | FCX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.38 | 3.08 | +5.30 | CRS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | CRS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.70% | +0.50 | FCX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 22.6 | 30.2 | -7.60 | FCX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 0.95 | +0.13 | CRS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.6x | 40.1x | -3.50 | CRS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.80B | $94.98B | -$80.18B | FCX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRS REV | FCX REV | CRS GROSS % | FCX GROSS % | CRS FCF | FCX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.88B | $25.19B | 26.7% | 26.1% | $310.9M | $4.48B |
| FY 2024 | $2.76B | $25.17B | 21.2% | 29.3% | $150.7M | $6.03B |
| FY 2023 | $2.55B | $22.70B | 44.0% | 44.0% | -$100.1M | $4.26B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRS // BETA 1.08
FCX // BETA 0.95