COMP <GO>
KBDC vs RTX // RETURN ON INVESTED CAPITAL (ROIC)
Kayne Anderson BDC Inc. (NYSE) VS. RTX Corporation (NYSE) • 15-METRIC TALLY: KBDC 1
— RTX 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RTX
LAST: $13.04 (+1.72%) • MKT CAP: $861.1M
roic
-8.40%
LAST: $199.40 (+1.82%) • MKT CAP: $269.08B
roic
7.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KBDC VS. RTX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KBDC | RTX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -8.40% | 7.20% | -15.60 | RTX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 26.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -11.46% | 2.95% | -14.41 | RTX | /fcf-yield <GO> |
| Operating Margin | — | 10.50% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 7.60% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 9.70% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.33% | -1.33 | RTX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.73 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 1/9 | 9/9 | -8.00 | RTX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 60.0 | -6.19 | RTX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.6x | 37.2x | -28.60 | KBDC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $861.1M | $269.08B | -$268.22B | RTX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KBDC REV | RTX REV | KBDC GROSS % | RTX GROSS % | KBDC FCF | RTX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $88.60B | — | — | -$98.7M | $7.94B |
| FY 2024 | $0 | $80.74B | — | — | -$544.5M | $4.53B |
| FY 2023 | $0 | $68.92B | — | — | -$110.1M | $4.78B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KBDC // BETA —
RTX // BETA 0.92