COMP <GO>
HWM vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Howmet Aerospace Inc. (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: HWM 5
— UNP 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: HWM
LAST: $199.22 (-3.26%) • MKT CAP: $82.13B
roic
21.60%
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HWM VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HWM | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 21.60% | 20.10% | +1.50 | HWM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.7x | 15.3x | +19.40 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 1.74% | 3.06% | -1.32 | UNP | /fcf-yield <GO> |
| Operating Margin | 24.80% | 40.20% | -15.40 | UNP | /operating-margins <GO> |
| Net Profit Margin | 18.30% | 29.10% | -10.80 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 11.10% | 1.10% | +10.00 | HWM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.80% | -1.80 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 10.53 | 4.31 | +6.22 | HWM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 6/9 | +3.00 | HWM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 7.00% | +0.20 | UNP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.7 | 70.0 | -31.30 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.03 | +0.07 | HWM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 50.7x | 23.3x | +27.40 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $82.13B | $179.42B | -$97.29B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HWM REV | UNP REV | HWM GROSS % | UNP GROSS % | HWM FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.25B | $24.51B | 44.0% | 44.0% | $1.43B | $5.50B |
| FY 2024 | $7.43B | $24.25B | 44.0% | 44.0% | $977.0M | $5.89B |
| FY 2023 | $6.64B | $24.12B | 44.0% | 44.0% | $602.2M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HWM // BETA 1.10
UNP // BETA 1.03