COMP <GO>
KAI vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Kadant Inc (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: KAI 1
— UNP 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNP
LAST: $271.33 (+2.08%) • MKT CAP: $3.20B
roic
14.40%
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KAI VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KAI | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 45.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.40% | 20.10% | -5.70 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.0x | 15.3x | +2.70 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 4.81% | 3.06% | +1.75 | KAI | /fcf-yield <GO> |
| Operating Margin | 14.90% | 40.20% | -25.30 | UNP | /operating-margins <GO> |
| Net Profit Margin | 9.70% | 29.10% | -19.40 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | -0.10% | 1.10% | -1.20 | UNP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.49% | 1.80% | -1.31 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.31 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.7 | 66.2 | -19.54 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.2x | 23.3x | +5.90 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.20B | $179.42B | -$176.22B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KAI REV | UNP REV | KAI GROSS % | UNP GROSS % | KAI FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.05B | $24.51B | 45.2% | — | $154.3M | $5.50B |
| FY 2024 | $1.05B | $24.25B | 44.3% | — | $134.3M | $5.89B |
| FY 2023 | $957.7M | $24.12B | — | — | $165.5M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KAI // BETA —
UNP // BETA 1.03