COMP <GO>
VTN vs JHS // RETURN ON INVESTED CAPITAL (ROIC)
Invesco Trust for Investment Grade New York Municipals (NYSE) VS. John Hancock Income Securities Trust (NYSE) • 15-METRIC TALLY: VTN 2
— JHS 0
■ METRIC PARITY
LAST: $10.03 (+2.87%) • MKT CAP: $195.4M
roic
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LAST: $10.42 (+0.68%) • MKT CAP: $121.4M
roic
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15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VTN VS. JHS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VTN | JHS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | — | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.7 | 56.8 | +3.90 | VTN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $195.4M | $121.4M | $74.1M | VTN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VTN REV | JHS REV | VTN GROSS % | JHS GROSS % | VTN FCF | JHS FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT VTN FA <GO> AND JHS FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VTN // BETA —
JHS // BETA —