COMP <GO>
UTI vs BAM // GROSS PROFIT MARGIN
Universal Technical Institute Inc (NYSE) VS. Brookfield Asset Management Inc Class A Limited Voting Shares (NYSE) • 15-METRIC TALLY: UTI 3
— BAM 8
■ METRIC PARITY
LAST: $23.61 (+6.59%) • MKT CAP: $1.30B
gross-margins
—
LAST: $48.60 (+2.60%) • MKT CAP: $77.63B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTI VS. BAM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTI | BAM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.30% | 20.00% | -0.70 | BAM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.0x | 25.6x | -14.60 | UTI | /valuation <GO> |
| Free Cash Flow Yield | 4.26% | 2.48% | +1.78 | UTI | /fcf-yield <GO> |
| Operating Margin | 10.00% | 74.20% | -64.20 | BAM | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 60.80% | -53.30 | BAM | /net-margins <GO> |
| Revenue Growth (YoY) | 14.00% | 16.70% | -2.70 | BAM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.63% | -3.63 | BAM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.14 | 7.93 | -4.79 | BAM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 8/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 62.8 | -2.66 | BAM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.06 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 27.2x | -9.90 | UTI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.30B | $77.63B | -$76.32B | BAM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTI REV | BAM REV | UTI GROSS % | BAM GROSS % | UTI FCF | BAM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $835.6M | $3.94B | — | — | $55.4M | $1.92B |
| FY 2024 | $732.7M | $3.38B | — | — | $61.6M | $1.46B |
| FY 2023 | $607.4M | $3.14B | — | — | $49.1M | $1.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTI // BETA —
BAM // BETA 1.06