COMP <GO>
DLX vs MH // REVENUE GROWTH (YOY)
Deluxe Corporation (NYSE) VS. McGraw Hill Inc. (NYSE) • 15-METRIC TALLY: DLX 7
— MH 4
▲ REVENUE GROWTH (YOY) LEADER: DLX
LAST: $22.92 (0.00%) • MKT CAP: $1.05B
revenue-growth
0.50%
LAST: $13.88 (+1.61%) • MKT CAP: $2.66B
revenue-growth
0.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DLX VS. MH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DLX | MH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 53.00% | 80.90% | -27.90 | MH | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 7.60% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.7x | 13.6x | -5.90 | DLX | /valuation <GO> |
| Free Cash Flow Yield | 16.68% | 9.28% | +7.40 | DLX | /fcf-yield <GO> |
| Operating Margin | 10.90% | 13.20% | -2.30 | MH | /operating-margins <GO> |
| Net Profit Margin | 3.80% | 3.70% | +0.10 | DLX | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 0.50% | 0.10% | +0.40 | DLX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.25% | 0.00% | +5.25 | DLX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.52 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | DLX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.6 | 45.9 | -3.25 | MH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.9x | 31.4x | -19.50 | DLX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.05B | $2.66B | -$1.60B | MH | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DLX REV | MH REV | DLX GROSS % | MH GROSS % | DLX FCF | MH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.13B | $2.10B | 53.0% | 80.9% | $175.3M | $246.3M |
| FY 2024 | $2.12B | $2.10B | 53.1% | 79.9% | $100.0M | $575.2M |
| FY 2023 | $2.19B | $1.96B | — | — | $198.4M | $236.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DLX // BETA —
MH // BETA —