COMP <GO>
MBUU vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Malibu Boats Inc. (Class A) (NASDAQ) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: MBUU 3
— UNP 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNP
LAST: $23.50 (+5.48%) • MKT CAP: $462.4M
roic
3.50%
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MBUU VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MBUU | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 17.80% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.50% | 20.10% | -16.60 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.0x | 15.3x | -5.30 | MBUU | /valuation <GO> |
| Free Cash Flow Yield | 6.18% | 3.06% | +3.12 | MBUU | /fcf-yield <GO> |
| Operating Margin | 2.70% | 40.20% | -37.50 | UNP | /operating-margins <GO> |
| Net Profit Margin | 1.90% | 29.10% | -27.20 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | -2.60% | 1.10% | -3.70 | UNP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.80% | -1.80 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.58 | 4.31 | -0.73 | UNP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | MBUU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.5 | 66.2 | -11.70 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.3x | 23.3x | +5.00 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $462.4M | $179.42B | -$178.96B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MBUU REV | UNP REV | MBUU GROSS % | UNP GROSS % | MBUU FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $807.6M | $24.51B | 17.8% | — | $28.6M | $5.50B |
| FY 2024 | $829.0M | $24.25B | 17.7% | — | -$20.4M | $5.89B |
| FY 2023 | $1.39B | $24.12B | — | — | $184.7M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MBUU // BETA —
UNP // BETA 1.03