COMP <GO>
DOLE vs KO // RETURN ON INVESTED CAPITAL (ROIC)
Dole plc (NYSE) VS. Coca-Cola Company (NYSE) • 15-METRIC TALLY: DOLE 4
— KO 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: KO
LAST: $13.15 (+0.08%) • MKT CAP: $1.24B
roic
9.30%
LAST: $92.82 (+1.19%) • MKT CAP: $399.30B
roic
25.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DOLE VS. KO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DOLE | KO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 7.80% | 61.60% | -53.80 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.30% | 25.30% | -16.00 | KO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 26.4x | -18.40 | DOLE | /valuation <GO> |
| Free Cash Flow Yield | — | 1.33% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 2.40% | 28.70% | -26.30 | KO | /operating-margins <GO> |
| Net Profit Margin | 0.60% | 27.30% | -26.70 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | 8.20% | 1.90% | +6.30 | DOLE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.61% | 2.20% | +0.41 | DOLE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.80 | 6.84 | -4.04 | KO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | KO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.5 | 56.8 | -11.34 | KO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.5x | 28.4x | -5.90 | DOLE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.24B | $399.30B | -$398.06B | KO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DOLE REV | KO REV | DOLE GROSS % | KO GROSS % | DOLE FCF | KO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.17B | $47.94B | 7.8% | 61.6% | — | $5.30B |
| FY 2024 | $8.48B | $47.06B | 8.5% | 61.1% | — | $4.74B |
| FY 2023 | $8.25B | $45.75B | — | — | — | $9.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DOLE // BETA —
KO // BETA 0.92