COMP <GO>
FWRG vs BLMN // RETURN ON INVESTED CAPITAL (ROIC)
First Watch Restaurant Group Inc. (NASDAQ) VS. Bloomin' Brands Inc. (NASDAQ) • 15-METRIC TALLY: FWRG 6
— BLMN 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BLMN
LAST: $12.51 (+8.31%) • MKT CAP: $772.0M
roic
3.60%
LAST: $10.69 (+7.01%) • MKT CAP: $915.3M
roic
10.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FWRG VS. BLMN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FWRG | BLMN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 70.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.60% | 10.70% | -7.10 | BLMN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.7x | 4.5x | +0.20 | BLMN | /valuation <GO> |
| Free Cash Flow Yield | -4.01% | 10.57% | -14.58 | BLMN | /fcf-yield <GO> |
| Operating Margin | 2.30% | 0.90% | +1.40 | FWRG | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 0.20% | +1.40 | FWRG | /net-margins <GO> |
| Revenue Growth (YoY) | 20.30% | 0.10% | +20.20 | FWRG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.18% | -4.18 | BLMN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.06 | 0.84 | +0.22 | FWRG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 6/9 | -1.00 | BLMN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.3 | 63.3 | +1.03 | FWRG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.3x | 103.3x | -70.00 | FWRG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $772.0M | $915.3M | -$143.3M | BLMN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FWRG REV | BLMN REV | FWRG GROSS % | BLMN GROSS % | FWRG FCF | BLMN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.22B | $3.96B | — | 70.2% | -$31.0M | $96.8M |
| FY 2024 | $1.02B | $3.95B | — | 70.9% | -$12.2M | $7.4M |
| FY 2023 | $891.6M | $4.17B | — | — | $95.3M | $532.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FWRG // BETA —
BLMN // BETA —