COMP <GO>
SCL vs MA // RETURN ON INVESTED CAPITAL (ROIC)
Stepan Company (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: SCL 3
— MA 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $69.99 (+2.31%) • MKT CAP: $1.59B
roic
4.30%
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCL VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCL | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 11.60% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.30% | 33.50% | -29.20 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 29.2x | -19.40 | SCL | /valuation <GO> |
| Free Cash Flow Yield | 1.59% | 3.08% | -1.49 | MA | /fcf-yield <GO> |
| Operating Margin | 3.40% | 57.60% | -54.20 | MA | /operating-margins <GO> |
| Net Profit Margin | 2.00% | 45.60% | -43.60 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 7.00% | 16.40% | -9.40 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 0.49% | +1.71 | SCL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 11.17 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 76.2 | 68.8 | +7.43 | SCL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 31.5x | 31.2x | +0.30 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.59B | $556.88B | -$555.29B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCL REV | MA REV | SCL GROSS % | MA GROSS % | SCL FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.33B | $32.79B | 11.6% | — | $25.4M | $17.16B |
| FY 2024 | $2.18B | $28.17B | 12.5% | — | $39.3M | $14.31B |
| FY 2023 | $2.33B | $25.10B | — | — | $174.9M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCL // BETA —
MA // BETA 0.90