COMP <GO>
MSTR vs AAPL // RETURN ON INVESTED CAPITAL (ROIC)
Strategy Inc Common Stock Class A (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: MSTR 3
— AAPL 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAPL
LAST: $130.51 (-7.84%) • MKT CAP: $59.76B
roic
-8.60%
LAST: $344.63 (-1.23%) • MKT CAP: $5.03T
roic
81.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MSTR VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MSTR | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.70% | 48.65% | +20.05 | MSTR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -8.60% | 81.38% | -89.98 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 30.1x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -0.13% | 2.72% | -2.85 | AAPL | /fcf-yield <GO> |
| Operating Margin | -60.00% | 33.17% | -93.17 | AAPL | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 27.62% | -87.62 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 3.00% | 14.24% | -11.24 | AAPL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.31% | -0.31 | AAPL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.28 | 13.54 | -10.26 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 9/9 | -5.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.90% | 5.76% | +2.14 | AAPL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.1 | 55.4 | -15.24 | AAPL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.30 | 1.14 | +0.16 | MSTR | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 35.3x | -17.34 | MSTR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $59.76B | $5.03T | -$4.97T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MSTR REV | AAPL REV | MSTR GROSS % | AAPL GROSS % | MSTR FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $477.2M | $416.16B | 68.7% | 46.9% | -$75.5M | $98.77B |
| FY 2024 | $463.5M | $391.04B | 72.1% | 46.2% | -$56.0M | $108.81B |
| FY 2023 | $496.3M | $383.29B | 44.0% | 44.1% | -$9.6M | $99.58B |
| FY 2022 | — | $394.33B | — | 43.3% | — | $111.44B |
| FY 2021 | — | $365.82B | — | 41.8% | — | $92.95B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MSTR // BETA 1.30
AAPL // BETA 1.14