COMP <GO>
ECL vs MA // OPERATING MARGIN
Ecolab Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: ECL 5
— MA 9
▲ OPERATING MARGIN LEADER: MA
LAST: $302.98 (+0.70%) • MKT CAP: $84.34B
operating-margins
17.00%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
operating-margins
57.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ECL VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ECL | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 41.00% | +3.50 | ECL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.10% | 33.50% | -19.40 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.8x | 29.2x | -4.40 | ECL | /valuation <GO> |
| Free Cash Flow Yield | 2.26% | 3.08% | -0.82 | MA | /fcf-yield <GO> |
| Operating Margin ACTIVE | 17.00% | 57.60% | -40.60 | MA | /operating-margins <GO> |
| Net Profit Margin | 12.90% | 45.60% | -32.70 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 2.20% | 16.40% | -14.20 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.89% | 0.49% | +0.40 | ECL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.16 | 11.17 | -6.01 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.60% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 73.1 | 70.6 | +2.48 | ECL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 0.90 | +0.02 | ECL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 37.8x | 31.2x | +6.60 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $84.34B | $556.88B | -$472.54B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ECL REV | MA REV | ECL GROSS % | MA GROSS % | ECL FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.08B | $32.79B | 44.5% | 44.0% | $1.90B | $17.16B |
| FY 2024 | $15.74B | $28.17B | 43.5% | 44.0% | $1.82B | $14.31B |
| FY 2023 | $15.32B | $25.10B | 44.0% | 44.0% | $1.72B | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ECL // BETA 0.92
MA // BETA 0.90