COMP <GO>
KPLT vs UPBD // RETURN ON INVESTED CAPITAL (ROIC)
Katapult Holdings Inc. (NASDAQ) VS. Upbound Group Inc. (NASDAQ) • 15-METRIC TALLY: KPLT 2
— UPBD 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UPBD
LAST: $12.52 (+37.58%) • MKT CAP: $1.06B
roic
-0.80%
LAST: $19.98 (+18.16%) • MKT CAP: $1.16B
roic
30.70%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KPLT VS. UPBD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KPLT | UPBD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 17.70% | 48.40% | -30.70 | UPBD | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -0.80% | 30.70% | -31.50 | UPBD | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 3.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -1.13% | 20.49% | -21.62 | UPBD | /fcf-yield <GO> |
| Operating Margin | -0.20% | 4.80% | -5.00 | UPBD | /operating-margins <GO> |
| Net Profit Margin | 0.50% | 1.60% | -1.10 | UPBD | /net-margins <GO> |
| Revenue Growth (YoY) | 18.00% | 8.70% | +9.30 | KPLT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 7.54% | -7.54 | UPBD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.04 | 2.36 | +3.68 | KPLT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 6/9 | -3.00 | UPBD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.8 | 78.4 | -13.59 | UPBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 14.9x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.06B | $1.16B | -$102.5M | UPBD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KPLT REV | UPBD REV | KPLT GROSS % | UPBD GROSS % | KPLT FCF | UPBD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $291.8M | $4.70B | 17.7% | 48.4% | -$12.0M | $238.7M |
| FY 2024 | $247.2M | $4.32B | 18.5% | 48.1% | -$32.6M | $48.4M |
| FY 2023 | $221.6M | $3.99B | — | — | -$17.4M | $200.3M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KPLT // BETA —
UPBD // BETA —