COMP <GO>
PKOH vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Park-Ohio Holdings Corp. (NASDAQ) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: PKOH 1
— UNP 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNP
LAST: $45.00 (+0.69%) • MKT CAP: $652.1M
roic
15.60%
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PKOH VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PKOH | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 17.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 15.60% | 20.10% | -4.50 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.0x | 15.3x | -9.30 | PKOH | /valuation <GO> |
| Free Cash Flow Yield | — | 3.06% | — | TIE | /fcf-yield <GO> |
| Operating Margin | 4.10% | 40.20% | -36.10 | UNP | /operating-margins <GO> |
| Net Profit Margin | 1.50% | 29.10% | -27.60 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | -3.40% | 1.10% | -4.50 | UNP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.20% | 1.80% | -0.60 | UNP | /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 | 38.2 | 66.2 | -28.00 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.5x | 23.3x | +2.20 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $652.1M | $179.42B | -$178.77B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PKOH REV | UNP REV | PKOH GROSS % | UNP GROSS % | PKOH FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.60B | $24.51B | 17.0% | — | — | $5.50B |
| FY 2024 | $1.66B | $24.25B | 17.0% | — | — | $5.89B |
| FY 2023 | $1.66B | $24.12B | — | — | — | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PKOH // BETA —
UNP // BETA 1.03