COMP <GO>
UTI vs BN // RETURN ON INVESTED CAPITAL (ROIC)
Universal Technical Institute Inc (NYSE) VS. Brookfield Corporation Class A Limited Voting Shares (NYSE) • 15-METRIC TALLY: UTI 6
— BN 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UTI
LAST: $23.61 (+6.59%) • MKT CAP: $1.30B
roic
19.30%
LAST: $39.50 (+2.62%) • MKT CAP: $96.80B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTI VS. BN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTI | BN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 19.30% | 9.90% | +9.40 | UTI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.0x | 21.0x | -10.00 | UTI | /valuation <GO> |
| Free Cash Flow Yield | 4.26% | 2.21% | +2.05 | UTI | /fcf-yield <GO> |
| Operating Margin | 10.00% | 13.90% | -3.90 | BN | /operating-margins <GO> |
| Net Profit Margin | 7.50% | 10.90% | -3.40 | BN | /net-margins <GO> |
| Revenue Growth (YoY) | 14.00% | -1.10% | +15.10 | UTI | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 3.40% | -3.40 | BN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.14 | 3.74 | -0.60 | BN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | UTI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.1 | 65.1 | -4.96 | BN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 30.5x | -13.20 | UTI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.30B | $96.80B | -$95.50B | BN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTI REV | BN REV | UTI GROSS % | BN GROSS % | UTI FCF | BN FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $835.6M | — | — | — | $55.4M | — |
| FY 2024 | $732.7M | — | — | — | $61.6M | — |
| FY 2023 | $607.4M | — | — | — | $49.1M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTI // BETA —
BN // BETA 0.88