COMP <GO>
STWD vs BAC // RETURN ON INVESTED CAPITAL (ROIC)
STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: STWD 5
— BAC 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BAC
LAST: $12.20 (-1.61%) • MKT CAP: $4.59B
roic
1.30%
LAST: $50.01 (-2.21%) • MKT CAP: $357.61B
roic
2.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STWD VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STWD | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | 41.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.30% | 2.50% | -1.20 | BAC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.0x | 30.2x | +17.80 | BAC | /valuation <GO> |
| Free Cash Flow Yield | 19.50% | 2.10% | +17.40 | STWD | /fcf-yield <GO> |
| Operating Margin | 27.20% | 32.90% | -5.70 | BAC | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 27.00% | -4.70 | BAC | /net-margins <GO> |
| Revenue Growth (YoY) | -5.30% | 6.80% | -12.10 | BAC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 0.00% | +11.50 | STWD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.45 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | BAC | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 32.4 | 27.7 | +4.75 | STWD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 0.90 | +0.26 | STWD | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.4x | 10.9x | -0.50 | STWD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.59B | $357.61B | -$353.02B | BAC | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STWD REV | BAC REV | STWD GROSS % | BAC GROSS % | STWD FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.84B | $113.10B | 44.0% | 44.0% | $894.9M | $7.52B |
| FY 2024 | $1.95B | $105.86B | 44.0% | 44.0% | $559.0M | -$13.57B |
| FY 2023 | $2.05B | $102.77B | 44.0% | 44.0% | $436.4M | $40.36B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STWD // BETA 1.16
BAC // BETA 0.90