COMP <GO>
FWDI vs OPRT // EV/EBITDA & P/E VALUATION
Forward Industries Inc. (NASDAQ) VS. Oportun Financial Corporation (NASDAQ) • 15-METRIC TALLY: FWDI 2
— OPRT 4
■ METRIC PARITY
LAST: $5.99 (-5.67%) • MKT CAP: $484.4M
valuation
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LAST: $9.92 (+0.30%) • MKT CAP: $454.8M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FWDI VS. OPRT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FWDI | OPRT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -0.80% | 6.50% | -7.30 | OPRT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -0.86% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | -46.10% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 68.00% | -128.00 | OPRT | /net-margins <GO> |
| Revenue Growth (YoY) | -9.00% | -14.10% | +5.10 | FWDI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | OPRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.1 | 68.0 | -24.90 | OPRT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 16.9x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $484.4M | $454.8M | $29.6M | FWDI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FWDI REV | OPRT REV | FWDI GROSS % | OPRT GROSS % | FWDI FCF | OPRT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.2M | $19.5M | — | — | -$4.5M | $413.4M |
| FY 2024 | $20.0M | $22.7M | — | — | $454.6K | $393.5M |
| FY 2023 | $22.7M | $25.6M | — | — | $1.2M | $392.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FWDI // BETA —
OPRT // BETA —