COMP <GO>
OFIX vs CARL // DIVIDEND YIELD & FCF PAYOUT SAFETY
Orthofix Medical Inc. (NASDAQ) VS. Carlsmed Inc. (NASDAQ) • 15-METRIC TALLY: OFIX 5
— CARL 4
■ METRIC PARITY
LAST: $10.24 (+1.99%) • MKT CAP: $417.1M
dividend-safety
0.00%
LAST: $15.77 (+3.01%) • MKT CAP: $430.6M
dividend-safety
0.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OFIX VS. CARL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OFIX | CARL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 68.80% | 75.30% | -6.50 | CARL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -12.20% | -35.00% | +22.80 | OFIX | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.99% | -6.88% | +14.87 | OFIX | /fcf-yield <GO> |
| Operating Margin | -9.90% | -60.00% | +50.10 | OFIX | /operating-margins <GO> |
| Net Profit Margin | -11.20% | -58.70% | +47.50 | OFIX | /net-margins <GO> |
| Revenue Growth (YoY) | 2.90% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.02 | 7.83 | -6.81 | CARL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | OFIX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.3 | 52.6 | -10.35 | CARL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $417.1M | $430.6M | -$13.5M | CARL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OFIX REV | CARL REV | OFIX GROSS % | CARL GROSS % | OFIX FCF | CARL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $822.3M | $50.5M | 68.8% | 75.3% | $33.3M | -$29.6M |
| FY 2024 | $799.5M | $27.2M | 68.3% | 73.8% | $25.8M | -$25.6M |
| FY 2023 | $746.6M | — | — | — | -$45.8M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OFIX // BETA —
CARL // BETA —