COMP <GO>
FDS vs AAPL // RETURN ON INVESTED CAPITAL (ROIC)
FactSet Research Systems Inc. (NYSE) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: FDS 7
— AAPL 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAPL
LAST: $329.57 (+2.98%) • MKT CAP: $11.29B
roic
18.10%
LAST: $344.63 (-1.23%) • MKT CAP: $5.03T
roic
81.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FDS VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FDS | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 52.70% | 48.65% | +4.05 | FDS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.10% | 81.38% | -63.28 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.8x | 30.1x | -15.31 | FDS | /valuation <GO> |
| Free Cash Flow Yield | 5.51% | 2.72% | +2.79 | FDS | /fcf-yield <GO> |
| Operating Margin | 32.20% | 33.17% | -0.97 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 25.70% | 27.62% | -1.92 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 5.40% | 14.24% | -8.84 | AAPL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.42% | 0.31% | +1.11 | FDS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.31 | 13.54 | -8.23 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.30% | 5.76% | +2.54 | AAPL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.1 | 55.4 | +9.72 | FDS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.41 | 1.14 | +0.27 | FDS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 35.3x | -17.74 | FDS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.29B | $5.03T | -$5.02T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FDS REV | AAPL REV | FDS GROSS % | AAPL GROSS % | FDS FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.32B | $416.16B | 52.7% | 46.9% | $621.8M | $98.77B |
| FY 2024 | $2.20B | $391.04B | 54.1% | 46.2% | $601.2M | $108.81B |
| FY 2023 | $2.09B | $383.29B | 44.0% | 44.1% | $551.7M | $99.58B |
| FY 2022 | — | $394.33B | — | 43.3% | — | $111.44B |
| FY 2021 | — | $365.82B | — | 41.8% | — | $92.95B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FDS // BETA 1.41
AAPL // BETA 1.14