COMP <GO>
SWIM vs NWL // ALTMAN Z-SCORE & DEBT/EQUITY
Latham Group Inc. (NASDAQ) VS. Newell Brands Inc. (NASDAQ) • 15-METRIC TALLY: SWIM 7
— NWL 4
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: SWIM
LAST: $7.26 (+2.98%) • MKT CAP: $854.1M
balance-sheet
2.11
LAST: $5.08 (-2.49%) • MKT CAP: $2.16B
balance-sheet
0.44
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SWIM VS. NWL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SWIM | NWL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.40% | 33.80% | -0.40 | NWL | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.50% | 0.50% | +3.00 | SWIM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.7x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.45% | 12.20% | -7.75 | NWL | /fcf-yield <GO> |
| Operating Margin | 5.60% | 0.50% | +5.10 | SWIM | /operating-margins <GO> |
| Net Profit Margin | 2.00% | -4.00% | +6.00 | SWIM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.40% | -5.00% | +12.40 | SWIM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 5.55% | -5.55 | NWL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 2.11 | 0.44 | +1.67 | SWIM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 5/9 | +4.00 | SWIM | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 74.8 | 40.1 | +34.64 | SWIM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 71.4x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $854.1M | $2.16B | -$1.31B | NWL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SWIM REV | NWL REV | SWIM GROSS % | NWL GROSS % | SWIM FCF | NWL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $545.9M | $7.20B | 33.4% | 33.8% | $38.0M | $264.0M |
| FY 2024 | $508.5M | $7.58B | 30.2% | 33.6% | $41.2M | $496.0M |
| FY 2023 | $566.5M | $8.13B | — | — | $116.4M | $930.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SWIM // BETA —
NWL // BETA —