COMP <GO>
IEX vs UNP // PIOTROSKI F-SCORE QUALITY
IDEX Corporation (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: IEX 6
— UNP 9
▲ PIOTROSKI F-SCORE QUALITY LEADER: IEX
LAST: $233.84 (-2.29%) • MKT CAP: $17.58B
piotroski-score
8/9
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
piotroski-score
6/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IEX VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IEX | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 44.50% | 41.00% | +3.50 | IEX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.50% | 20.10% | -9.60 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.0x | 15.3x | +9.70 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 3.51% | 3.06% | +0.45 | IEX | /fcf-yield <GO> |
| Operating Margin | 20.20% | 40.20% | -20.00 | UNP | /operating-margins <GO> |
| Net Profit Margin | 14.00% | 29.10% | -15.10 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 5.80% | 1.10% | +4.70 | IEX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.21% | 1.80% | -0.59 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.56 | 4.31 | +1.25 | IEX | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 6/9 | +2.00 | IEX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 7.00% | -0.40 | IEX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.4 | 70.0 | -18.59 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.03 | -0.11 | UNP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 33.9x | 23.3x | +10.60 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $17.58B | $179.42B | -$161.84B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IEX REV | UNP REV | IEX GROSS % | UNP GROSS % | IEX FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.46B | $24.51B | 44.5% | 44.0% | $616.8M | $5.50B |
| FY 2024 | $3.27B | $24.25B | 44.2% | 44.0% | $603.0M | $5.89B |
| FY 2023 | $3.27B | $24.12B | 44.0% | 44.0% | $569.4M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IEX // BETA 0.92
UNP // BETA 1.03