COMP <GO>
U vs TYL // OPERATING MARGIN
Unity Software Inc. (NYSE) VS. Tyler Technologies Inc. (NYSE) • 15-METRIC TALLY: U 3
— TYL 8
▲ OPERATING MARGIN LEADER: TYL
LAST: $38.87 (+3.10%) • MKT CAP: $16.59B
operating-margins
-25.90%
LAST: $403.94 (+2.44%) • MKT CAP: $15.68B
operating-margins
15.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (U VS. TYL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | U | TYL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.20% | 46.50% | +27.70 | U | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -14.60% | 8.10% | -22.70 | TYL | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 39.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 2.34% | 4.29% | -1.95 | TYL | /fcf-yield <GO> |
| Operating Margin ACTIVE | -25.90% | 15.30% | -41.20 | TYL | /operating-margins <GO> |
| Net Profit Margin | -21.80% | 13.50% | -35.30 | TYL | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 9.10% | -7.10 | TYL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.52 | 5.79 | -3.27 | TYL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | TYL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.5 | 62.1 | -24.60 | TYL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.29 | 1.29 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 43.8x | -25.80 | U | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.59B | $15.68B | $914.2M | U | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | U REV | TYL REV | U GROSS % | TYL GROSS % | U FCF | TYL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.85B | $2.33B | 74.2% | 46.5% | $403.9M | $637.5M |
| FY 2024 | $1.81B | $2.14B | 73.5% | 43.8% | $286.0M | $604.1M |
| FY 2023 | $2.19B | $1.95B | — | — | $136.3M | $292.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
U // BETA 1.29
TYL // BETA 1.29