COMP <GO>
PLOW vs UNP // DIVIDEND YIELD & FCF PAYOUT SAFETY
Douglas Dynamics Inc. (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: PLOW 7
— UNP 4
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: PLOW
LAST: $39.83 (+0.33%) • MKT CAP: $919.2M
dividend-safety
3.04%
LAST: $301.93 (+1.39%) • MKT CAP: $179.42B
dividend-safety
1.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PLOW VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PLOW | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.70% | 20.10% | +0.60 | PLOW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.1x | 15.3x | -4.20 | PLOW | /valuation <GO> |
| Free Cash Flow Yield | 6.95% | 3.06% | +3.89 | PLOW | /fcf-yield <GO> |
| Operating Margin | 11.20% | 40.20% | -29.00 | UNP | /operating-margins <GO> |
| Net Profit Margin | 7.10% | 29.10% | -22.00 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 1.10% | +14.30 | PLOW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 3.04% | 1.80% | +1.24 | PLOW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 4.31 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | PLOW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.9 | 66.2 | -17.30 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.03 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.5x | 23.3x | -6.80 | PLOW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $919.2M | $179.42B | -$178.50B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PLOW REV | UNP REV | PLOW GROSS % | UNP GROSS % | PLOW FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $656.1M | $24.51B | 26.6% | — | $63.9M | $5.50B |
| FY 2024 | $568.5M | $24.25B | 25.8% | — | $33.4M | $5.89B |
| FY 2023 | $568.2M | $24.12B | — | — | $12.5M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PLOW // BETA —
UNP // BETA 1.03