COMP <GO>
SCI vs HRB // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Service Corporation International (NYSE) VS. H&R Block Inc. (NYSE) • 15-METRIC TALLY: SCI 3
— HRB 11
■ METRIC PARITY
LAST: $75.17 (-8.70%) • MKT CAP: $10.27B
options-implied-move
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LAST: $49.68 (+3.93%) • MKT CAP: $6.09B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCI VS. HRB)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCI | HRB | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 26.50% | 44.50% | -18.00 | HRB | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.90% | 46.20% | -34.30 | HRB | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.2x | 10.1x | +3.10 | HRB | /valuation <GO> |
| Free Cash Flow Yield | 7.29% | 9.84% | -2.55 | HRB | /fcf-yield <GO> |
| Operating Margin | 22.70% | 19.70% | +3.00 | SCI | /operating-margins <GO> |
| Net Profit Margin | 12.60% | 16.10% | -3.50 | HRB | /net-margins <GO> |
| Revenue Growth (YoY) | 2.90% | 4.20% | -1.30 | HRB | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.79% | 3.24% | -1.45 | HRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.11 | 2.73 | -1.62 | HRB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 9/9 | -4.00 | HRB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 36.7 | 58.5 | -21.80 | HRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.04 | +0.03 | SCI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 9.4x | +8.20 | HRB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.27B | $6.09B | $4.18B | SCI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCI REV | HRB REV | SCI GROSS % | HRB GROSS % | SCI FCF | HRB FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.31B | $3.76B | 26.5% | 44.5% | $748.9M | $598.8M |
| FY 2024 | $4.19B | $3.61B | 26.1% | 44.8% | $756.5M | $657.2M |
| FY 2023 | $4.10B | $3.47B | — | — | $684.6M | $665.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCI // BETA 1.07
HRB // BETA 1.04