COMP <GO>
SCL vs AMZN // RETURN ON INVESTED CAPITAL (ROIC)
Stepan Company (NYSE) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: SCL 5
— AMZN 3
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AMZN
LAST: $69.99 (+2.31%) • MKT CAP: $1.59B
roic
4.30%
LAST: $243.79 (-4.25%) • MKT CAP: $2.63T
roic
17.61%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCL VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCL | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 11.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.30% | 17.61% | -13.31 | AMZN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 15.8x | -5.95 | SCL | /valuation <GO> |
| Free Cash Flow Yield | 1.59% | -1.81% | +3.40 | SCL | /fcf-yield <GO> |
| Operating Margin | 3.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 2.00% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.00% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 0.00% | +2.20 | SCL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 3.32 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | SCL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.73% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 76.2 | 47.2 | +29.03 | SCL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.46 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.5x | 22.8x | +8.75 | AMZN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.59B | $2.63T | -$2.63T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCL REV | AMZN REV | SCL GROSS % | AMZN GROSS % | SCL FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $2.33B | $0 | 11.6% | — | $25.4M | $10.56B |
| FY 2024 | $2.18B | $0 | 12.5% | — | $39.3M | $42.95B |
| FY 2023 | $2.33B | $0 | — | — | $174.9M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCL // BETA —
AMZN // BETA 1.46