COMP <GO>
GNRC vs MA // RETURN ON INVESTED CAPITAL (ROIC)
Generac Holdlings Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: GNRC 1
— MA 14
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $197.93 (-2.67%) • MKT CAP: $12.00B
roic
6.60%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GNRC VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GNRC | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 38.30% | 41.00% | -2.70 | MA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.60% | 33.50% | -26.90 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.6x | 29.2x | +0.40 | MA | /valuation <GO> |
| Free Cash Flow Yield | 2.23% | 3.08% | -0.85 | MA | /fcf-yield <GO> |
| Operating Margin | 6.90% | 57.60% | -50.70 | MA | /operating-margins <GO> |
| Net Profit Margin | 3.80% | 45.60% | -41.80 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | -2.00% | 16.40% | -18.40 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.40 | 11.17 | -6.77 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 6.60% | +0.40 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.8 | 70.6 | -22.88 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.90 | +0.12 | GNRC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 69.1x | 31.2x | +37.90 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.00B | $556.88B | -$544.88B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GNRC REV | MA REV | GNRC GROSS % | MA GROSS % | GNRC FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.21B | $32.79B | 38.3% | 44.0% | $268.1M | $17.16B |
| FY 2024 | $4.30B | $28.17B | 38.8% | 44.0% | $604.6M | $14.31B |
| FY 2023 | $4.02B | $25.10B | 44.0% | 44.0% | $340.6M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GNRC // BETA 1.02
MA // BETA 0.90