COMP <GO>
VLY vs BOKF // RETURN ON INVESTED CAPITAL (ROIC)
Valley National Bancorp (NASDAQ) VS. BOK Financial Corporation (NASDAQ) • 15-METRIC TALLY: VLY 6
— BOKF 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BOKF
LAST: $14.28 (+1.28%) • MKT CAP: $7.89B
roic
2.40%
LAST: $132.37 (+1.78%) • MKT CAP: $8.04B
roic
2.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VLY VS. BOKF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VLY | BOKF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.40% | 2.90% | -0.50 | BOKF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.0x | 26.8x | +5.20 | BOKF | /valuation <GO> |
| Free Cash Flow Yield | 4.13% | 7.94% | -3.81 | BOKF | /fcf-yield <GO> |
| Operating Margin | 33.00% | 31.30% | +1.70 | VLY | /operating-margins <GO> |
| Net Profit Margin | 27.10% | 25.70% | +1.40 | VLY | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 3.30% | +5.50 | VLY | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.15% | 1.83% | +1.32 | VLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.0 | 59.1 | +8.90 | VLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.14 | -0.15 | BOKF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.3x | 12.9x | -0.60 | VLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.89B | $8.04B | -$152.5M | BOKF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VLY REV | BOKF REV | VLY GROSS % | BOKF GROSS % | VLY FCF | BOKF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $0 | — | — | $325.7M | $739.6M |
| FY 2024 | $0 | $0 | — | — | $532.4M | $1.43B |
| FY 2023 | $0 | $0 | — | — | $378.2M | $66.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VLY // BETA 0.99
BOKF // BETA 1.14