COMP <GO>
NTRS vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Northern Trust Corporation (NASDAQ) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: NTRS 7
— BAC 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: NTRS
LAST: $169.16 (-2.17%) • MKT CAP: $31.64B
roic
2.80%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NTRS VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NTRS | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.80% | 2.50% | +0.30 | NTRS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 36.4x | 30.2x | +6.20 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 17.26% | 2.10% | +15.16 | NTRS | /fcf-yield <GO> |
| Operating Margin | 42.20% | 32.90% | +9.30 | NTRS | /operating-margins <GO> |
| Net Profit Margin | 34.60% | 27.00% | +7.60 | NTRS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.10% | 6.80% | -0.70 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 0.00% | +1.87 | NTRS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.45 | 0.00 | TIE | /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% | 6.60% | +0.50 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.8 | 27.7 | +19.17 | NTRS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 0.90 | +0.17 | NTRS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.9x | 10.9x | +6.00 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.64B | $357.61B | -$325.97B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NTRS REV | BAC REV | NTRS GROSS % | BAC GROSS % | NTRS FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.02B | $113.10B | 44.0% | 44.0% | $5.46B | $7.52B |
| FY 2024 | $4.73B | $105.86B | 44.0% | 44.0% | -$587.5M | -$13.57B |
| FY 2023 | $4.36B | $102.77B | 44.0% | 44.0% | $2.43B | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NTRS // BETA 1.07
BAC // BETA 0.90