COMP <GO>
HY vs UNP // 10Y YIELD & FRED MACRO BETA
Hyster-Yale Inc. (Class A) (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: HY 2
— UNP 8
■ METRIC PARITY
LAST: $28.49 (-2.90%) • MKT CAP: $526.1M
macro-sensitivity
—
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
macro-sensitivity
1.03
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HY VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HY | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 16.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.70% | 20.10% | -23.80 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 15.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.49% | 3.06% | +1.43 | HY | /fcf-yield <GO> |
| Operating Margin | -0.60% | 40.20% | -40.80 | UNP | /operating-margins <GO> |
| Net Profit Margin | -1.60% | 29.10% | -30.70 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | -12.50% | 1.10% | -13.60 | UNP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.83% | 1.80% | +3.03 | HY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.44 | 4.31 | -1.87 | UNP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | UNP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.1 | 66.2 | -23.10 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 23.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $526.1M | $179.42B | -$178.90B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HY REV | UNP REV | HY GROSS % | UNP GROSS % | HY FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.77B | $24.51B | 16.8% | — | $23.6M | $5.50B |
| FY 2024 | $4.31B | $24.25B | 20.8% | — | $122.9M | $5.89B |
| FY 2023 | $4.12B | $24.12B | — | — | $150.7M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HY // BETA —
UNP // BETA 1.03