COMP <GO>

XYL vs TMO // DIVIDEND YIELD & FCF PAYOUT SAFETY

Xylem Inc. Common Stock New (NYSE) VS. Thermo Fisher Scientific Inc (NYSE) • 15-METRIC TALLY: XYL 7 — TMO 8

▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: XYL

LAST: $92.40 (+1.81%) • MKT CAP: $20.81B

dividend-safety

1.88%

LAST: $697.00 (-1.72%) • MKT CAP: $262.22B

dividend-safety

0.24%

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XYL VS. TMO) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	XYL	TMO	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	38.50%	41.00%	-2.50	TMO	/gross-margins <GO>
Return on Invested Capital (ROIC)	8.50%	9.30%	-0.80	TMO	/roic <GO>
EV/EBITDA & P/E Valuation	13.2x	30.4x	-17.20	XYL	/valuation <GO>
Free Cash Flow Yield	4.01%	2.40%	+1.61	XYL	/fcf-yield <GO>
Operating Margin	13.50%	17.40%	-3.90	TMO	/operating-margins <GO>
Net Profit Margin	10.60%	15.10%	-4.50	TMO	/net-margins <GO>
Revenue Growth (YoY)	5.50%	3.90%	+1.60	XYL	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety ACTIVE	1.88%	0.24%	+1.64	XYL	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	3.28	4.50	-1.22	TMO	/balance-sheet <GO>
Piotroski F-Score Quality	9/9	8/9	+1.00	XYL	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	6.60%	6.70%	-0.10	XYL	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	33.5	59.1	-25.70	TMO	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta	0.91	0.94	-0.03	TMO	/macro-sensitivity <GO>
Forward P/E Multiple	20.2x	36.3x	-16.10	XYL	/forward-pe <GO>
Enterprise Scale & Market Cap	$20.81B	$262.22B	-$241.40B	TMO	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	XYL REV	TMO REV	XYL GROSS %	TMO GROSS %	XYL FCF	TMO FCF
FY 2025	$9.04B	$44.56B	38.5%	44.0%	$834.4M	$6.29B
FY 2024	$8.56B	$42.88B	37.5%	44.0%	$877.7M	$7.27B
FY 2023	$7.36B	$42.86B	44.0%	44.0%	$505.6M	$6.48B

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

XYL // BETA 0.91

TMO // BETA 0.94