COMP <GO>
MA vs AMZN // RETURN ON INVESTED CAPITAL (ROIC)
Mastercard Incorporated (NYSE) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: MA 7
— AMZN 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
roic
33.50%
LAST: $240.35 (-1.41%) • MKT CAP: $2.59T
roic
17.61%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MA VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MA | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 33.50% | 17.61% | +15.89 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.2x | 15.8x | +13.45 | AMZN | /valuation <GO> |
| Free Cash Flow Yield | 3.08% | -1.81% | +4.89 | MA | /fcf-yield <GO> |
| Operating Margin | 57.60% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 45.60% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 16.40% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.49% | 0.00% | +0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 11.17 | 3.32 | +7.85 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.73% | -0.13 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.6 | 38.3 | +32.38 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.46 | -0.56 | AMZN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.2x | 22.8x | +8.45 | AMZN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $556.88B | $2.59T | -$2.04T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MA REV | AMZN REV | MA GROSS % | AMZN GROSS % | MA FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $32.79B | $0 | 44.0% | — | $17.16B | $10.56B |
| FY 2024 | $28.17B | $0 | 44.0% | — | $14.31B | $42.95B |
| FY 2023 | $25.10B | $0 | 44.0% | — | $10.85B | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MA // BETA 0.90
AMZN // BETA 1.46