COMP <GO>
IVT vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
InvenTrust Properties Corp. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: IVT 6
— BAC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: IVT
LAST: $31.03 (+3.16%) • MKT CAP: $2.42B
roic
2.60%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVT VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVT | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.60% | 2.50% | +0.10 | IVT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 40.3x | 30.2x | +10.10 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 6.42% | 2.10% | +4.32 | IVT | /fcf-yield <GO> |
| Operating Margin | 20.10% | 32.90% | -12.80 | BAC | /operating-margins <GO> |
| Net Profit Margin | 37.20% | 27.00% | +10.20 | IVT | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 6.80% | +2.40 | IVT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.01% | 0.00% | +3.01 | IVT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.7 | 38.3 | +19.36 | IVT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 20.2x | 10.9x | +9.30 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.42B | $357.61B | -$355.19B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVT REV | BAC REV | IVT GROSS % | BAC GROSS % | IVT FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $299.2M | $113.10B | — | — | $155.4M | $7.52B |
| FY 2024 | $274.0M | $105.86B | — | — | $136.9M | -$13.57B |
| FY 2023 | $258.7M | $102.77B | — | — | $129.6M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVT // BETA —
BAC // BETA 0.90