COMP <GO>
SBLK vs MA // RETURN ON INVESTED CAPITAL (ROIC)
Star Bulk Carriers Corp. (NASDAQ) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: SBLK 3
— MA 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $28.89 (+0.24%) • MKT CAP: $3.22B
roic
5.50%
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SBLK VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SBLK | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.50% | 33.50% | -28.00 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.1x | 29.2x | -16.10 | SBLK | /valuation <GO> |
| Free Cash Flow Yield | 6.58% | 3.08% | +3.50 | SBLK | /fcf-yield <GO> |
| Operating Margin | 13.10% | 57.60% | -44.50 | MA | /operating-margins <GO> |
| Net Profit Margin | 8.10% | 45.60% | -37.50 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | -17.60% | 16.40% | -34.00 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.07% | 0.49% | +0.58 | SBLK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.71 | 11.17 | -9.46 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.0 | 68.8 | -27.76 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.6x | 31.2x | +4.40 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.22B | $556.88B | -$553.66B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SBLK REV | MA REV | SBLK GROSS % | MA GROSS % | SBLK FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.04B | $32.79B | — | — | $211.9M | $17.16B |
| FY 2024 | $1.27B | $28.17B | — | — | $416.1M | $14.31B |
| FY 2023 | $949.3M | $25.10B | — | — | $335.8M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SBLK // BETA —
MA // BETA 0.90