COMP <GO>
SIRI vs VZ // RETURN ON INVESTED CAPITAL (ROIC)
SiriusXM Holdings Inc. (NASDAQ) VS. Verizon Communications Inc. (NYSE) • 15-METRIC TALLY: SIRI 2
— VZ 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: VZ
LAST: $28.67 (+4.94%) • MKT CAP: $9.66B
roic
6.40%
LAST: $43.66 (+1.11%) • MKT CAP: $181.40B
roic
8.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SIRI VS. VZ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SIRI | VZ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 52.40% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.40% | 8.50% | -2.10 | VZ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 7.1x | +0.90 | VZ | /valuation <GO> |
| Free Cash Flow Yield | 12.88% | 17.04% | -4.16 | VZ | /fcf-yield <GO> |
| Operating Margin | 17.20% | 21.20% | -4.00 | VZ | /operating-margins <GO> |
| Net Profit Margin | 9.40% | 12.70% | -3.30 | VZ | /net-margins <GO> |
| Revenue Growth (YoY) | -1.60% | 2.50% | -4.10 | VZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 6.33% | -6.33 | VZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.35 | 1.45 | -0.10 | VZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 6/9 | +1.00 | SIRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.8 | 44.1 | +19.70 | SIRI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.00 | -0.11 | VZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.2x | 9.6x | +1.60 | VZ | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.66B | $181.40B | -$171.73B | VZ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SIRI REV | VZ REV | SIRI GROSS % | VZ GROSS % | SIRI FCF | VZ FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.56B | $138.19B | 52.4% | — | $1.25B | $30.92B |
| FY 2024 | $8.70B | $134.79B | 53.1% | — | $1.01B | $30.85B |
| FY 2023 | $8.95B | $133.97B | — | — | $1.43B | $31.45B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SIRI // BETA 0.89
VZ // BETA 1.00