COMP <GO>
PTLO vs PG // 10Y YIELD & FRED MACRO BETA
Portillo's Inc. (Class A) (NASDAQ) VS. Procter & Gamble Company (NYSE) • 15-METRIC TALLY: PTLO 4
— PG 8
■ METRIC PARITY
LAST: $4.96 (+10.96%) • MKT CAP: $376.7M
macro-sensitivity
—
LAST: $160.59 (+1.47%) • MKT CAP: $372.21B
macro-sensitivity
0.87
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTLO VS. PG)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTLO | PG | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 51.20% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 25.40% | -20.50 | PG | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.1x | 16.2x | -11.10 | PTLO | /valuation <GO> |
| Free Cash Flow Yield | -4.92% | 3.77% | -8.69 | PG | /fcf-yield <GO> |
| Operating Margin | 6.00% | 24.30% | -18.30 | PG | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 19.00% | -16.10 | PG | /net-margins <GO> |
| Revenue Growth (YoY) | 3.00% | 0.30% | +2.70 | PTLO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.65% | -2.65 | PG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.70 | 5.59 | -4.89 | PG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | PG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.0 | 60.3 | +5.70 | PTLO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.87 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 21.7x | -5.10 | PTLO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $376.7M | $372.21B | -$371.84B | PG | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTLO REV | PG REV | PTLO GROSS % | PG GROSS % | PTLO FCF | PG FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $732.1M | $84.28B | — | 51.2% | -$18.5M | $14.04B |
| FY 2024 | $710.6M | $84.04B | — | 51.4% | $9.8M | $16.52B |
| FY 2023 | $679.9M | $82.01B | — | — | $70.8M | $13.16B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTLO // BETA —
PG // BETA 0.87