COMP <GO>
OTEX vs AAPL // RETURN ON INVESTED CAPITAL (ROIC)
Open Text Corporation (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: OTEX 7
— AAPL 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAPL
LAST: $26.59 (-1.77%) • MKT CAP: $6.78B
roic
7.70%
LAST: $344.63 (-1.23%) • MKT CAP: $5.03T
roic
81.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTEX VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTEX | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 72.30% | 48.65% | +23.65 | OTEX | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 7.70% | 81.38% | -73.68 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.9x | 30.1x | -19.21 | OTEX | /valuation <GO> |
| Free Cash Flow Yield | 8.82% | 2.72% | +6.10 | OTEX | /fcf-yield <GO> |
| Operating Margin | 17.30% | 33.17% | -15.87 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 8.40% | 27.62% | -19.22 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | -10.40% | 14.24% | -24.64 | AAPL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.00% | 0.31% | +3.69 | OTEX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.41 | 13.54 | -12.13 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 8.10% | 5.76% | +2.34 | AAPL | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 55.4 | +6.20 | OTEX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.36 | 1.14 | +0.22 | OTEX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.5x | 35.3x | -20.84 | OTEX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.78B | $5.03T | -$5.02T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTEX REV | AAPL REV | OTEX GROSS % | AAPL GROSS % | OTEX FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.17B | $416.16B | 72.3% | 46.9% | $598.0M | $98.77B |
| FY 2024 | $5.77B | $391.04B | 72.6% | 46.2% | $708.1M | $108.81B |
| FY 2023 | $4.48B | $383.29B | 44.0% | 44.1% | $577.4M | $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
OTEX // BETA 1.36
AAPL // BETA 1.14