COMP <GO>
OTF vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Blue Owl Technology Finance Corp. (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: OTF 2
— UNP 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNP
LAST: $9.62 (+2.78%) • MKT CAP: $4.41B
roic
9.00%
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OTF VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OTF | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.00% | 20.10% | -11.10 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 15.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -20.78% | 3.06% | -23.84 | UNP | /fcf-yield <GO> |
| Operating Margin | — | 40.20% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 29.10% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 1.10% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 8.93% | 1.80% | +7.13 | OTF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.31 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 6/9 | -4.00 | UNP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 66.2 | -13.80 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.7x | 23.3x | -17.60 | OTF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.41B | $179.42B | -$175.01B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OTF REV | UNP REV | OTF GROSS % | UNP GROSS % | OTF FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $24.51B | — | — | -$916.0M | $5.50B |
| FY 2024 | $0 | $24.25B | — | — | $64.2M | $5.89B |
| FY 2023 | $0 | $24.12B | — | — | $708.4M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OTF // BETA —
UNP // BETA 1.03