COMP <GO>
TWG vs PEP // RETURN ON INVESTED CAPITAL (ROIC)
Top Wealth Group Holding Limited (Class A) (NASDAQ) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: TWG 3
— PEP 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PEP
LAST: $3.00 (-11.76%) • MKT CAP: $2.1M
roic
11.50%
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
roic
17.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TWG VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TWG | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.60% | 54.10% | +20.50 | TWG | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 11.50% | 17.00% | -5.50 | PEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 14.3x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | 4.31% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 12.20% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 34.90% | 8.80% | +26.10 | TWG | /net-margins <GO> |
| Revenue Growth (YoY) | 92.30% | 2.30% | +90.00 | TWG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 4.19% | -4.19 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 3.38 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 5/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 20.9 | 52.4 | -31.50 | PEP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.89 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 20.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.1M | $182.32B | -$182.32B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TWG REV | PEP REV | TWG GROSS % | PEP GROSS % | TWG FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.1M | $93.92B | 74.6% | 54.1% | -$6.2M | $7.86B |
| FY 2024 | $4.7M | $91.85B | 52.8% | 54.6% | $887.6K | $8.37B |
| FY 2023 | $16.9M | $91.47B | — | — | -$863.6K | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TWG // BETA —
PEP // BETA 0.89