COMP <GO>
GUT vs VCV // 10Y YIELD & FRED MACRO BETA
Gabelli Utility Trust (NYSE) VS. Invesco California Value Municipal Income Trust (NYSE) • 15-METRIC TALLY: GUT 0
— VCV 2
■ METRIC PARITY
LAST: $5.27 (+1.35%) • MKT CAP: $386.8M
macro-sensitivity
—
LAST: $9.25 (+1.65%) • MKT CAP: $443.0M
macro-sensitivity
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GUT VS. VCV)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GUT | VCV | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /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 | — | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.0 | 54.4 | -17.44 | VCV | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $386.8M | $443.0M | -$56.2M | VCV | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GUT REV | VCV REV | GUT GROSS % | VCV GROSS % | GUT FCF | VCV FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT GUT FA <GO> AND VCV FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GUT // BETA —
VCV // BETA —