COMP <GO>
RRX vs UNP // RETURN ON INVESTED CAPITAL (ROIC)
Regal Rexnord Corporation (NYSE) VS. Union Pacific Corporation (NYSE) • 15-METRIC TALLY: RRX 3
— UNP 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UNP
LAST: $157.24 (-3.90%) • MKT CAP: $10.90B
roic
4.90%
LAST: $304.00 (+0.69%) • MKT CAP: $179.42B
roic
20.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RRX VS. UNP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RRX | UNP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.40% | 41.00% | -3.60 | UNP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.90% | 20.10% | -15.20 | UNP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.8x | 15.3x | +4.50 | UNP | /valuation <GO> |
| Free Cash Flow Yield | 8.20% | 3.06% | +5.14 | RRX | /fcf-yield <GO> |
| Operating Margin | 11.50% | 40.20% | -28.70 | UNP | /operating-margins <GO> |
| Net Profit Margin | 4.70% | 29.10% | -24.40 | UNP | /net-margins <GO> |
| Revenue Growth (YoY) | 1.10% | 1.10% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.85% | 1.80% | -0.95 | UNP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.92 | 4.31 | -2.39 | UNP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | RRX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 7.00% | -0.20 | RRX | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.1 | 70.0 | -20.89 | UNP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.98 | 1.03 | -0.05 | UNP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.3x | 23.3x | +13.00 | UNP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.90B | $179.42B | -$168.53B | UNP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RRX REV | UNP REV | RRX GROSS % | UNP GROSS % | RRX FCF | UNP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.93B | $24.51B | 37.4% | 44.0% | $893.1M | $5.50B |
| FY 2024 | $6.03B | $24.25B | 36.3% | 44.0% | $499.9M | $5.89B |
| FY 2023 | $6.25B | $24.12B | 44.0% | 44.0% | $434.0M | $7.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RRX // BETA 0.98
UNP // BETA 1.03