COMP <GO>
LOAR vs RTX // RETURN ON INVESTED CAPITAL (ROIC)
Loar Holdings Inc. (NYSE) VS. RTX Corporation (NYSE) • 15-METRIC TALLY: LOAR 4
— RTX 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RTX
LAST: $64.81 (+5.81%) • MKT CAP: $6.07B
roic
4.70%
LAST: $199.40 (+1.82%) • MKT CAP: $269.08B
roic
7.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LOAR VS. RTX)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LOAR | RTX | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 52.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.70% | 7.20% | -2.50 | RTX | /roic <GO> |
| EV/EBITDA & P/E Valuation | 53.5x | 26.5x | +27.00 | RTX | /valuation <GO> |
| Free Cash Flow Yield | 1.48% | 2.95% | -1.47 | RTX | /fcf-yield <GO> |
| Operating Margin | 21.40% | 10.50% | +10.90 | LOAR | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 7.60% | -7.60 | RTX | /net-margins <GO> |
| Revenue Growth (YoY) | 23.20% | 9.70% | +13.50 | LOAR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.33% | -1.33 | RTX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.85 | 2.73 | +2.12 | LOAR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.2 | 60.0 | -5.80 | RTX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.92 | +0.18 | LOAR | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 37.2x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.07B | $269.08B | -$263.01B | RTX | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LOAR REV | RTX REV | LOAR GROSS % | RTX GROSS % | LOAR FCF | RTX FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $496.3M | $88.60B | 52.7% | — | $89.9M | $7.94B |
| FY 2024 | $402.8M | $80.74B | 49.4% | — | $36.8M | $4.53B |
| FY 2023 | $317.5M | $68.92B | — | — | -$1.5M | $4.78B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LOAR // BETA 1.10
RTX // BETA 0.92