COMP <GO>
PTLO vs RICK // RETURN ON INVESTED CAPITAL (ROIC)
Portillo's Inc. (Class A) (NASDAQ) VS. RCI Hospitality Holdings Inc. (NASDAQ) • 15-METRIC TALLY: PTLO 5
— RICK 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RICK
LAST: $4.96 (+10.96%) • MKT CAP: $376.7M
roic
4.90%
LAST: $28.33 (+0.46%) • MKT CAP: $216.6M
roic
5.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTLO VS. RICK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTLO | RICK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.90% | 5.60% | -0.70 | RICK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.1x | 13.5x | -8.40 | PTLO | /valuation <GO> |
| Free Cash Flow Yield | -4.92% | 22.82% | -27.74 | RICK | /fcf-yield <GO> |
| Operating Margin | 6.00% | 10.80% | -4.80 | RICK | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 3.90% | -1.00 | RICK | /net-margins <GO> |
| Revenue Growth (YoY) | 3.00% | -5.50% | +8.50 | PTLO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.14% | -1.14 | RICK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.70 | 1.44 | -0.74 | RICK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | RICK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.3 | 63.1 | +1.26 | PTLO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 18.6x | -2.00 | PTLO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $376.7M | $216.6M | $160.1M | PTLO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTLO REV | RICK REV | PTLO GROSS % | RICK GROSS % | PTLO FCF | RICK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $732.1M | $279.4M | — | — | -$18.5M | $49.4M |
| FY 2024 | $710.6M | $295.6M | — | — | $9.8M | $55.9M |
| FY 2023 | $679.9M | $293.8M | — | — | $70.8M | $59.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTLO // BETA —
RICK // BETA —