COMP <GO>
UTZ vs KO // RETURN ON INVESTED CAPITAL (ROIC)
Utz Brands Inc (Class A) (NYSE) VS. Coca-Cola Company (NYSE) • 15-METRIC TALLY: UTZ 2
— KO 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: KO
LAST: $14.28 (-0.07%) • MKT CAP: $2.06B
roic
1.10%
LAST: $92.82 (+1.19%) • MKT CAP: $399.30B
roic
25.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UTZ VS. KO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UTZ | KO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 24.90% | 61.60% | -36.70 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.10% | 25.30% | -24.20 | KO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.8x | 26.4x | -0.60 | UTZ | /valuation <GO> |
| Free Cash Flow Yield | 0.46% | 1.33% | -0.87 | KO | /fcf-yield <GO> |
| Operating Margin | 1.40% | 28.70% | -27.30 | KO | /operating-margins <GO> |
| Net Profit Margin | 0.10% | 27.30% | -27.20 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | 2.10% | 1.90% | +0.20 | UTZ | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.08% | 2.20% | -1.12 | KO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.25 | 6.84 | -5.59 | KO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 7/9 | -2.00 | KO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.4 | 56.8 | -1.43 | KO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.92 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 28.4x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.06B | $399.30B | -$397.25B | KO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UTZ REV | KO REV | UTZ GROSS % | KO GROSS % | UTZ FCF | KO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.44B | $47.94B | 24.9% | 61.6% | $9.4M | $5.30B |
| FY 2024 | $1.41B | $47.06B | 26.2% | 61.1% | $7.6M | $4.74B |
| FY 2023 | $1.44B | $45.75B | — | — | $76.6M | $9.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UTZ // BETA —
KO // BETA 0.92