COMP <GO>
SHAK vs MA // ALTMAN Z-SCORE & DEBT/EQUITY
Shake Shack Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: SHAK 3
— MA 11
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: MA
LAST: $70.48 (-0.04%) • MKT CAP: $3.02B
balance-sheet
2.39
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
balance-sheet
11.17
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SHAK VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SHAK | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.80% | 33.50% | -26.70 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.8x | 29.2x | -13.40 | SHAK | /valuation <GO> |
| Free Cash Flow Yield | 1.87% | 3.08% | -1.21 | MA | /fcf-yield <GO> |
| Operating Margin | 4.30% | 57.60% | -53.30 | MA | /operating-margins <GO> |
| Net Profit Margin | 3.40% | 45.60% | -42.20 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 16.40% | -1.00 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.39 | 11.17 | -8.78 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 8/9 | +1.00 | SHAK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 6.60% | -0.10 | SHAK | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 70.6 | -10.50 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.87 | 0.90 | -0.03 | MA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 51.0x | 31.2x | +19.80 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.02B | $556.88B | -$553.86B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SHAK REV | MA REV | SHAK GROSS % | MA GROSS % | SHAK FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.45B | $32.79B | 44.0% | 44.0% | $56.5M | $17.16B |
| FY 2024 | $1.25B | $28.17B | 44.0% | 44.0% | $35.7M | $14.31B |
| FY 2023 | $1.09B | $25.10B | 44.0% | 44.0% | $83.2M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SHAK // BETA 0.87
MA // BETA 0.90