COMP <GO>
PAG vs CASY // RETURN ON INVESTED CAPITAL (ROIC)
Penske Automotive Group Inc. (NYSE) VS. Casey's General Stores Inc. (NASDAQ) • 15-METRIC TALLY: PAG 6
— CASY 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PAG
LAST: $212.34 (+0.18%) • MKT CAP: $13.94B
roic
13.80%
LAST: $677.74 (+1.15%) • MKT CAP: $25.05B
roic
12.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PAG VS. CASY)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PAG | CASY | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 16.40% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.80% | 12.00% | +1.80 | PAG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.3x | 18.8x | -12.50 | PAG | /valuation <GO> |
| Free Cash Flow Yield | -3.27% | 2.88% | -6.15 | CASY | /fcf-yield <GO> |
| Operating Margin | 4.00% | 5.00% | -1.00 | CASY | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 4.10% | -1.20 | CASY | /net-margins <GO> |
| Revenue Growth (YoY) | -0.20% | 10.20% | -10.40 | CASY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.47% | 0.33% | +2.14 | PAG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.20 | 6.19 | -2.99 | CASY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 9/9 | -5.00 | CASY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.0 | 51.8 | +7.20 | PAG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.94 | +0.12 | PAG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.9x | 32.6x | -18.70 | PAG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.94B | $25.05B | -$11.11B | CASY | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PAG REV | CASY REV | PAG GROSS % | CASY GROSS % | PAG FCF | CASY FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $31.81B | $17.56B | 16.4% | — | -$456.3M | $721.6M |
| FY 2024 | $31.86B | $15.94B | 16.4% | — | -$203.3M | $584.6M |
| FY 2023 | $30.92B | $14.86B | — | — | -$246.0M | $224.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PAG // BETA 1.06
CASY // BETA 0.94