COMP <GO>
EVTC vs MSFT // 10Y YIELD & FRED MACRO BETA
Evertec Inc. (NYSE) VS. Microsoft Corporation (NASDAQ) • 15-METRIC TALLY: EVTC 4
— MSFT 8
■ METRIC PARITY
LAST: $31.04 (-0.51%) • MKT CAP: $1.85B
macro-sensitivity
—
LAST: $530.14 (-0.16%) • MKT CAP: $3.94T
macro-sensitivity
1.14
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EVTC VS. MSFT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EVTC | MSFT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 67.66% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.80% | 26.54% | -15.74 | MSFT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.6x | 19.9x | -7.33 | EVTC | /valuation <GO> |
| Free Cash Flow Yield | 10.98% | 1.55% | +9.43 | EVTC | /fcf-yield <GO> |
| Operating Margin | 20.00% | 47.10% | -27.10 | MSFT | /operating-margins <GO> |
| Net Profit Margin | 15.60% | 41.17% | -25.57 | MSFT | /net-margins <GO> |
| Revenue Growth (YoY) | 10.20% | 17.91% | -7.71 | MSFT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.69% | 0.70% | -0.01 | MSFT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.01 | 9.35 | -7.34 | MSFT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | EVTC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 5.74% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.7 | 64.8 | -11.10 | MSFT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.14 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.9x | 24.6x | -12.69 | EVTC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.85B | $3.94T | -$3.94T | MSFT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EVTC REV | MSFT REV | EVTC GROSS % | MSFT GROSS % | EVTC FCF | MSFT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $331.84B | — | 67.9% | — | $66.99B |
| FY 2025 | $931.8M | $281.72B | — | 68.8% | $203.7M | $71.61B |
| FY 2024 | $845.5M | $245.12B | — | 69.8% | $234.7M | $74.07B |
| FY 2023 | $694.7M | $211.91B | — | 68.9% | $211.2M | $59.48B |
| FY 2022 | — | $198.27B | — | 68.4% | — | $65.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EVTC // BETA —
MSFT // BETA 1.14