COMP <GO>
LUMN vs META // RETURN ON INVESTED CAPITAL (ROIC)
Lumen Technologies Inc. (NASDAQ) VS. Meta Platforms, Inc. (NASDAQ) • 15-METRIC TALLY: LUMN 5
— META 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: META
LAST: $4.88 (+1.88%) • MKT CAP: $4.94B
roic
-13.40%
LAST: $614.99 (-1.53%) • MKT CAP: $1.57T
roic
18.19%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LUMN VS. META)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LUMN | META | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.40% | 81.03% | -39.63 | META | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -13.40% | 18.19% | -31.59 | META | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | 1.82% | +20.18 | LUMN | /fcf-yield <GO> |
| Operating Margin | -7.20% | 32.86% | -40.06 | META | /operating-margins <GO> |
| Net Profit Margin | -15.30% | 31.15% | -46.45 | META | /net-margins <GO> |
| Revenue Growth (YoY) | -6.60% | 27.53% | -34.13 | META | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.02% | 0.34% | -0.32 | META | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 6.25 | -5.80 | META | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 4/9 | +2.00 | LUMN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 8.11% | -1.11 | LUMN | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.8 | 33.2 | +10.56 | LUMN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.39 | -0.35 | META | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 22.3x | -4.28 | LUMN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.94B | $1.57T | -$1.57T | META | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LUMN REV | META REV | LUMN GROSS % | META GROSS % | LUMN FCF | META FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.33B | $200.97B | 41.4% | 82.0% | $4.23B | $46.11B |
| FY 2024 | $12.13B | $164.50B | 44.7% | 81.7% | $3.79B | $54.07B |
| FY 2023 | $13.52B | $134.90B | 44.0% | 80.8% | $1.55B | $44.07B |
| FY 2022 | — | $116.61B | — | 78.3% | — | $19.29B |
| FY 2021 | — | $117.93B | — | 80.8% | — | $38.99B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LUMN // BETA 1.04
META // BETA 1.39