COMP <GO>
SAFE vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
Safehold Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: SAFE 7
— BAC 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SAFE
LAST: $11.34 (+3.37%) • MKT CAP: $803.1M
roic
3.30%
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SAFE VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SAFE | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.30% | 2.50% | +0.80 | SAFE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.7x | 30.2x | -22.50 | SAFE | /valuation <GO> |
| Free Cash Flow Yield | 5.95% | 2.10% | +3.85 | SAFE | /fcf-yield <GO> |
| Operating Margin | 26.20% | 32.90% | -6.70 | BAC | /operating-margins <GO> |
| Net Profit Margin | 29.70% | 27.00% | +2.70 | SAFE | /net-margins <GO> |
| Revenue Growth (YoY) | 5.40% | 6.80% | -1.40 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.34% | 0.00% | +6.34 | SAFE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 40.6 | 38.3 | +2.33 | SAFE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.5x | 10.9x | -4.40 | SAFE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $803.1M | $357.61B | -$356.81B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SAFE REV | BAC REV | SAFE GROSS % | BAC GROSS % | SAFE FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $385.6M | $113.10B | — | — | $47.8M | $7.52B |
| FY 2024 | $365.7M | $105.86B | — | — | $37.9M | -$13.57B |
| FY 2023 | $352.6M | $102.77B | — | — | $15.4M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SAFE // BETA —
BAC // BETA 0.90