COMP <GO>
MNST vs COST // RETURN ON INVESTED CAPITAL (ROIC)
Monster Beverage Corporation (NASDAQ) VS. Costco Wholesale Corporation (NASDAQ) • 15-METRIC TALLY: MNST 7
— COST 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: COST
LAST: $46.35 (+1.51%) • MKT CAP: $136.20B
roic
17.50%
LAST: $996.08 (+1.36%) • MKT CAP: $441.39B
roic
42.43%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MNST VS. COST)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MNST | COST | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 55.80% | 12.82% | +42.98 | MNST | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.50% | 42.43% | -24.93 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 53.8x | 31.4x | +22.44 | COST | /valuation <GO> |
| Free Cash Flow Yield | 1.44% | 2.09% | -0.65 | COST | /fcf-yield <GO> |
| Operating Margin | 29.20% | 3.85% | +25.35 | MNST | /operating-margins <GO> |
| Net Profit Margin | 22.80% | 3.04% | +19.76 | MNST | /net-margins <GO> |
| Revenue Growth (YoY) | 10.70% | 10.14% | +0.56 | MNST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.58% | -0.58 | COST | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 20.46 | 9.38 | +11.08 | MNST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | MNST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.46% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.9 | 57.7 | -1.80 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.73 | +0.41 | MNST | /macro-sensitivity <GO> |
| Forward P/E Multiple | 67.1x | 39.7x | +27.38 | COST | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $136.20B | $441.39B | -$305.19B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MNST REV | COST REV | MNST GROSS % | COST GROSS % | MNST FCF | COST FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $303.15B | — | 12.8% | — | $9.38B |
| FY 2025 | $8.29B | $275.24B | 55.8% | 12.8% | $1.97B | $7.84B |
| FY 2024 | $7.49B | $254.45B | 54.0% | 12.6% | $1.66B | $6.63B |
| FY 2023 | $7.14B | $242.29B | — | 12.3% | $1.40B | $6.75B |
| FY 2022 | — | $226.95B | — | 12.2% | — | $3.50B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MNST // BETA 1.14
COST // BETA 0.73