COMP <GO>
POOL vs MA // RETURN ON INVESTED CAPITAL (ROIC)
Pool Corporation (NASDAQ) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: POOL 6
— MA 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $205.95 (+0.90%) • MKT CAP: $7.29B
roic
23.70%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (POOL VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | POOL | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 29.70% | 41.00% | -11.30 | MA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 23.70% | 33.50% | -9.80 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.8x | 29.2x | -16.40 | POOL | /valuation <GO> |
| Free Cash Flow Yield | 4.24% | 3.08% | +1.16 | POOL | /fcf-yield <GO> |
| Operating Margin | 11.00% | 57.60% | -46.60 | MA | /operating-margins <GO> |
| Net Profit Margin | 7.70% | 45.60% | -37.90 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | -0.40% | 16.40% | -16.80 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.54% | 0.49% | +2.05 | POOL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.34 | 11.17 | -6.83 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 6.60% | +0.10 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 75.6 | 70.6 | +4.97 | POOL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.90 | +0.04 | POOL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 31.2x | -14.60 | POOL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.29B | $556.88B | -$549.59B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | POOL REV | MA REV | POOL GROSS % | MA GROSS % | POOL FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.29B | $32.79B | 29.7% | 44.0% | $309.5M | $17.16B |
| FY 2024 | $5.31B | $28.17B | 29.7% | 44.0% | $599.7M | $14.31B |
| FY 2023 | $5.54B | $25.10B | 44.0% | 44.0% | $638.9M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
POOL // BETA 0.94
MA // BETA 0.90