COMP <GO>
HLF vs JNJ // RETURN ON INVESTED CAPITAL (ROIC)
Herbalife Ltd. (NYSE) VS. Johnson & Johnson (NYSE) • 15-METRIC TALLY: HLF 5
— JNJ 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HLF
LAST: $12.93 (-3.36%) • MKT CAP: $1.36B
roic
34.40%
LAST: $275.20 (+1.54%) • MKT CAP: $662.49B
roic
25.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HLF VS. JNJ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HLF | JNJ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 77.90% | 67.90% | +10.00 | HLF | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 34.40% | 25.50% | +8.90 | HLF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.4x | 18.5x | -13.10 | HLF | /valuation <GO> |
| Free Cash Flow Yield | 18.66% | 2.97% | +15.69 | HLF | /fcf-yield <GO> |
| Operating Margin | 9.50% | 34.70% | -25.20 | JNJ | /operating-margins <GO> |
| Net Profit Margin | 4.50% | 28.50% | -24.00 | JNJ | /net-margins <GO> |
| Revenue Growth (YoY) | 0.90% | 6.00% | -5.10 | JNJ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.39 | 5.59 | -3.20 | JNJ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | JNJ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.5 | 62.1 | -14.58 | JNJ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.08 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.5x | 23.0x | -17.50 | HLF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.36B | $662.49B | -$661.14B | JNJ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HLF REV | JNJ REV | HLF GROSS % | JNJ GROSS % | HLF FCF | JNJ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.04B | $94.19B | 77.9% | 67.9% | $252.9M | $19.70B |
| FY 2024 | $4.99B | $88.82B | 77.9% | 69.1% | $163.4M | $19.84B |
| FY 2023 | $5.06B | $85.16B | — | — | $357.5M | $18.96B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HLF // BETA —
JNJ // BETA 1.08