COMP <GO>
WEX vs MA // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
WEX Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: WEX 4
— MA 11
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: MA
LAST: $184.61 (+0.62%) • MKT CAP: $6.25B
options-implied-move
6.70%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
options-implied-move
6.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WEX VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WEX | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 40.40% | 41.00% | -0.60 | MA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.60% | 33.50% | -19.90 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.3x | 29.2x | -17.90 | WEX | /valuation <GO> |
| Free Cash Flow Yield | 5.02% | 3.08% | +1.94 | WEX | /fcf-yield <GO> |
| Operating Margin | 36.00% | 57.60% | -21.60 | MA | /operating-margins <GO> |
| Net Profit Margin | 16.50% | 45.60% | -29.10 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 16.40% | -17.60 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.49% | -0.49 | MA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.83 | 11.17 | -10.34 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.70% | 6.60% | +0.10 | MA | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.7 | 70.6 | -19.98 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 0.90 | +0.04 | WEX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.2x | 31.2x | -12.00 | WEX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.25B | $556.88B | -$550.63B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WEX REV | MA REV | WEX GROSS % | MA GROSS % | WEX FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.85B | $32.79B | 40.4% | 44.0% | $313.7M | $17.16B |
| FY 2024 | $1.87B | $28.17B | 44.4% | 44.0% | $334.1M | $14.31B |
| FY 2023 | $1.84B | $25.10B | 44.0% | 44.0% | $825.2M | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WEX // BETA 0.94
MA // BETA 0.90