COMP <GO>
RUSHA vs SAH // RETURN ON INVESTED CAPITAL (ROIC)
Rush Enterprises Inc. Cl A (NASDAQ) VS. Sonic Automotive Inc. (NYSE) • 15-METRIC TALLY: RUSHA 6
— SAH 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: RUSHA
LAST: $43.54 (+4.41%) • MKT CAP: $5.08B
roic
13.70%
LAST: $63.61 (+0.78%) • MKT CAP: $2.01B
roic
11.10%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RUSHA VS. SAH)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RUSHA | SAH | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.70% | 15.70% | +5.00 | RUSHA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.70% | 11.10% | +2.60 | RUSHA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.0x | 7.2x | -0.20 | RUSHA | /valuation <GO> |
| Free Cash Flow Yield | 9.09% | 20.76% | -11.67 | SAH | /fcf-yield <GO> |
| Operating Margin | 5.60% | 2.40% | +3.20 | RUSHA | /operating-margins <GO> |
| Net Profit Margin | 3.80% | 0.80% | +3.00 | RUSHA | /net-margins <GO> |
| Revenue Growth (YoY) | -5.20% | 6.50% | -11.70 | SAH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.15% | 2.43% | -1.28 | SAH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.09 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.9 | 47.7 | -6.77 | SAH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.8x | 15.7x | +2.10 | SAH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.08B | $2.01B | $3.07B | RUSHA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RUSHA REV | SAH REV | RUSHA GROSS % | SAH GROSS % | RUSHA FCF | SAH FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.06B | $15.15B | 20.7% | 15.7% | $462.0M | $417.5M |
| FY 2024 | $7.45B | $14.22B | 20.6% | 15.4% | $186.5M | -$78.1M |
| FY 2023 | $7.57B | $14.37B | — | — | -$45.0M | -$15.7M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RUSHA // BETA 0.99
SAH // BETA —