COMP <GO>
REF vs CRI // RETURN ON INVESTED CAPITAL (ROIC)
Reformation Inc. (NYSE) VS. Carter's Inc. (NYSE) • 15-METRIC TALLY: REF 1
— CRI 2
■ METRIC PARITY
LAST: $16.22 (+2.66%) • MKT CAP: $958.3M
roic
—
LAST: $33.38 (+7.54%) • MKT CAP: $1.23B
roic
11.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (REF VS. CRI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | REF | CRI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 45.40% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | 11.30% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 6.9x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 5.60% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 5.00% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 3.20% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 1.90% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.60% | -4.60 | CRI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.63 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | 7/9 | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 47.1 | +14.34 | REF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 12.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $958.3M | $1.23B | -$267.2M | CRI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | REF REV | CRI REV | REF GROSS % | CRI GROSS % | REF FCF | CRI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $2.90B | — | 45.4% | — | $68.6M |
| FY 2024 | — | $2.84B | — | 48.0% | — | $242.6M |
| FY 2023 | — | $2.95B | — | — | — | $529.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
REF // BETA —
CRI // BETA —