COMP <GO>
PAYO vs TIC // REVENUE GROWTH (YOY)
Payoneer Global Inc. (NASDAQ) VS. TIC Solutions Inc. (NYSE) • 15-METRIC TALLY: PAYO 5
— TIC 2
■ METRIC PARITY
LAST: $7.12 (0.00%) • MKT CAP: $2.41B
revenue-growth
14.50%
LAST: $10.39 (+3.90%) • MKT CAP: $2.27B
revenue-growth
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PAYO VS. TIC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PAYO | TIC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 29.40% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 34.10% | -0.40% | +34.50 | PAYO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.5x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.56% | 2.70% | +5.86 | PAYO | /fcf-yield <GO> |
| Operating Margin | 15.30% | -1.10% | +16.40 | PAYO | /operating-margins <GO> |
| Net Profit Margin | 9.00% | -5.70% | +14.70 | PAYO | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 14.50% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.34 | 1.08 | -0.74 | TIC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.9 | 68.4 | -22.50 | TIC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.7x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.41B | $2.27B | $145.3M | PAYO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PAYO REV | TIC REV | PAYO GROSS % | TIC GROSS % | PAYO FCF | TIC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $813.4M | $1.53B | — | 29.4% | $206.6M | $61.3M |
| FY 2024 | $710.3M | $0 | — | — | $168.7M | — |
| FY 2023 | $590.8M | $1.05B | — | — | $159.5M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PAYO // BETA —
TIC // BETA —