COMP <GO>
SHC vs FMS // RETURN ON INVESTED CAPITAL (ROIC)
Sotera Health Company (NASDAQ) VS. Fresenius Medical Care AG American (NYSE) • 15-METRIC TALLY: SHC 4
— FMS 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: FMS
LAST: $17.74 (-2.26%) • MKT CAP: $5.18B
roic
3.10%
LAST: $22.61 (+0.62%) • MKT CAP: $12.55B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SHC VS. FMS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SHC | FMS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 55.50% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.10% | 9.90% | -6.80 | FMS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 33.5x | 21.0x | +12.50 | FMS | /valuation <GO> |
| Free Cash Flow Yield | 2.80% | 2.21% | +0.59 | SHC | /fcf-yield <GO> |
| Operating Margin | 8.20% | 13.90% | -5.70 | FMS | /operating-margins <GO> |
| Net Profit Margin | 6.70% | 10.90% | -4.20 | FMS | /net-margins <GO> |
| Revenue Growth (YoY) | 5.70% | -3.30% | +9.00 | SHC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.56 | 3.74 | -2.18 | FMS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | SHC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.5 | 50.8 | -3.30 | FMS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.90 | +0.20 | SHC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 63.7x | 30.5x | +33.20 | FMS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.18B | $12.55B | -$7.37B | FMS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SHC REV | FMS REV | SHC GROSS % | FMS GROSS % | SHC FCF | FMS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.16B | — | 55.5% | — | $149.2M | — |
| FY 2024 | $1.10B | — | 54.7% | — | $45.1M | — |
| FY 2023 | $1.05B | — | — | — | -$194.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SHC // BETA 1.10
FMS // BETA 0.90