COMP <GO>
MKC vs WMT // RETURN ON INVESTED CAPITAL (ROIC)
McCormick & Company Incorporated (NYSE) VS. Walmart Inc. (NYSE) • 15-METRIC TALLY: MKC 8
— WMT 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: WMT
LAST: $47.29 (+1.05%) • MKT CAP: $12.59B
roic
9.70%
LAST: $123.51 (+1.86%) • MKT CAP: $972.82B
roic
20.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKC VS. WMT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKC | WMT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.90% | 25.23% | +12.67 | MKC | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.70% | 20.14% | -10.44 | WMT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.7x | 22.5x | -10.80 | MKC | /valuation <GO> |
| Free Cash Flow Yield | 5.20% | 1.39% | +3.81 | MKC | /fcf-yield <GO> |
| Operating Margin | 15.70% | 4.39% | +11.31 | MKC | /operating-margins <GO> |
| Net Profit Margin | 11.50% | 3.00% | +8.50 | MKC | /net-margins <GO> |
| Revenue Growth (YoY) | 1.70% | 6.16% | -4.46 | WMT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.84% | 0.80% | +3.04 | MKC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.12 | 6.23 | -4.11 | WMT | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.38% | +0.72 | WMT | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.0 | 72.7 | -22.68 | WMT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 0.57 | +0.48 | MKC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 35.5x | -20.60 | MKC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.59B | $972.82B | -$960.23B | WMT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKC REV | WMT REV | MKC GROSS % | WMT GROSS % | MKC FCF | WMT FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $713.16B | — | 24.9% | — | $14.92B |
| FY 2025 | $6.84B | $680.99B | 37.9% | 24.9% | $654.4M | $12.66B |
| FY 2024 | $6.72B | $648.13B | 38.5% | 24.4% | $619.3M | $15.12B |
| FY 2023 | $6.66B | $611.29B | 44.0% | 24.1% | $937.5M | $11.98B |
| FY 2022 | — | $572.75B | — | 25.1% | — | $11.07B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKC // BETA 1.05
WMT // BETA 0.57