COMP <GO>
NWL vs SWIM // EV/EBITDA & P/E VALUATION
Newell Brands Inc. (NASDAQ) VS. Latham Group Inc. (NASDAQ) • 15-METRIC TALLY: NWL 4
— SWIM 7
■ METRIC PARITY
LAST: $5.08 (-2.49%) • MKT CAP: $2.16B
valuation
—
LAST: $7.26 (+2.98%) • MKT CAP: $854.1M
valuation
21.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NWL VS. SWIM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NWL | SWIM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.80% | 33.40% | +0.40 | NWL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.50% | 3.50% | -3.00 | SWIM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 21.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 12.20% | 4.45% | +7.75 | NWL | /fcf-yield <GO> |
| Operating Margin | 0.50% | 5.60% | -5.10 | SWIM | /operating-margins <GO> |
| Net Profit Margin | -4.00% | 2.00% | -6.00 | SWIM | /net-margins <GO> |
| Revenue Growth (YoY) | -5.00% | 7.40% | -12.40 | SWIM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.55% | 0.00% | +5.55 | NWL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.44 | 2.11 | -1.67 | SWIM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | SWIM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.1 | 74.8 | -34.64 | SWIM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 71.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.16B | $854.1M | $1.31B | NWL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NWL REV | SWIM REV | NWL GROSS % | SWIM GROSS % | NWL FCF | SWIM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.20B | $545.9M | 33.8% | 33.4% | $264.0M | $38.0M |
| FY 2024 | $7.58B | $508.5M | 33.6% | 30.2% | $496.0M | $41.2M |
| FY 2023 | $8.13B | $566.5M | — | — | $930.0M | $116.4M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NWL // BETA —
SWIM // BETA —