COMP <GO>
UPBD vs MA // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Upbound Group Inc. (NASDAQ) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: UPBD 5
— MA 7
■ METRIC PARITY
LAST: $19.98 (+18.16%) • MKT CAP: $1.16B
options-implied-move
—
LAST: $635.70 (+4.16%) • MKT CAP: $556.88B
options-implied-move
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UPBD VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UPBD | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.40% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 30.70% | 33.50% | -2.80 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 29.2x | -25.50 | UPBD | /valuation <GO> |
| Free Cash Flow Yield | 20.49% | 3.08% | +17.41 | UPBD | /fcf-yield <GO> |
| Operating Margin | 4.80% | 57.60% | -52.80 | MA | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 45.60% | -44.00 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 8.70% | 16.40% | -7.70 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.54% | 0.49% | +7.05 | UPBD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.36 | 11.17 | -8.81 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 78.4 | 68.8 | +9.61 | UPBD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.90 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 31.2x | -16.30 | UPBD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.16B | $556.88B | -$555.71B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UPBD REV | MA REV | UPBD GROSS % | MA GROSS % | UPBD FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.70B | $32.79B | 48.4% | — | $238.7M | $17.16B |
| FY 2024 | $4.32B | $28.17B | 48.1% | — | $48.4M | $14.31B |
| FY 2023 | $3.99B | $25.10B | — | — | $200.3M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UPBD // BETA —
MA // BETA 0.90