COMP <GO>
SGU vs HVT // RETURN ON INVESTED CAPITAL (ROIC)
Star Group L.P. (NYSE) VS. Haverty Furniture Companies Inc. (NYSE) • 15-METRIC TALLY: SGU 4
— HVT 5
■ METRIC PARITY
LAST: $12.94 (+0.16%) • MKT CAP: $423.9M
roic
—
LAST: $29.28 (-0.44%) • MKT CAP: $458.6M
roic
6.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SGU VS. HVT)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SGU | HVT | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 31.50% | 60.70% | -29.20 | HVT | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | 6.40% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 4.5x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 13.22% | 7.19% | +6.03 | SGU | /fcf-yield <GO> |
| Operating Margin | 6.40% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 4.10% | 2.60% | +1.50 | SGU | /net-margins <GO> |
| Revenue Growth (YoY) | 1.00% | 5.00% | -4.00 | HVT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.16% | 4.54% | +1.62 | SGU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | HVT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.8 | 59.9 | -11.10 | HVT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.4x | 21.6x | -16.20 | SGU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $423.9M | $458.6M | -$34.7M | HVT | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SGU REV | HVT REV | SGU GROSS % | HVT GROSS % | SGU FCF | HVT FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.78B | $759.0M | 31.5% | 60.7% | $56.0M | $33.0M |
| FY 2024 | $1.77B | $722.9M | 28.4% | 60.7% | $100.3M | $26.8M |
| FY 2023 | $1.95B | $862.1M | — | — | $123.7M | $97.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SGU // BETA —
HVT // BETA —