COMP <GO>
RUSHB vs LAD // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Rush Enterprises Inc. (Class B) (NASDAQ) VS. Lithia Motors Inc. (NYSE) • 15-METRIC TALLY: RUSHB 9
— LAD 3
■ METRIC PARITY
LAST: $56.71 (-0.09%) • MKT CAP: $6.63B
options-implied-move
—
LAST: $299.72 (+0.90%) • MKT CAP: $6.42B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RUSHB VS. LAD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RUSHB | LAD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.70% | 15.20% | +5.50 | RUSHB | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.70% | 11.10% | +2.60 | RUSHB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.1x | 5.9x | +3.20 | LAD | /valuation <GO> |
| Free Cash Flow Yield | 6.97% | 0.09% | +6.88 | RUSHB | /fcf-yield <GO> |
| Operating Margin | 5.60% | 4.20% | +1.40 | RUSHB | /operating-margins <GO> |
| Net Profit Margin | 3.80% | 2.20% | +1.60 | RUSHB | /net-margins <GO> |
| Revenue Growth (YoY) | -5.20% | 4.00% | -9.20 | LAD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.88% | 0.86% | +0.02 | RUSHB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 2.34 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | RUSHB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.4 | 48.4 | +3.00 | RUSHB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.93 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.2x | 7.3x | +15.90 | LAD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.63B | $6.42B | $203.1M | RUSHB | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RUSHB REV | LAD REV | RUSHB GROSS % | LAD GROSS % | RUSHB FCF | LAD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.06B | $37.63B | 20.7% | 15.2% | $462.0M | $5.8M |
| FY 2024 | $7.45B | $36.19B | 20.6% | 15.4% | $186.5M | $73.7M |
| FY 2023 | $7.57B | $31.04B | — | — | $295.7M | -$1.87B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RUSHB // BETA —
LAD // BETA 0.93