COMP <GO>
BWA vs MA // RETURN ON INVESTED CAPITAL (ROIC)
BorgWarner Inc. (NYSE) VS. Mastercard Incorporated (NYSE) • 15-METRIC TALLY: BWA 3
— MA 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: MA
LAST: $51.63 (-3.13%) • MKT CAP: $10.86B
roic
5.50%
LAST: $638.01 (+0.36%) • MKT CAP: $556.88B
roic
33.50%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWA VS. MA)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWA | MA | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 18.70% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.50% | 33.50% | -28.00 | MA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.1x | 29.2x | -17.10 | BWA | /valuation <GO> |
| Free Cash Flow Yield | -3.03% | 3.08% | -6.11 | MA | /fcf-yield <GO> |
| Operating Margin | 3.70% | 57.60% | -53.90 | MA | /operating-margins <GO> |
| Net Profit Margin | 1.90% | 45.60% | -43.70 | MA | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 16.40% | -14.80 | MA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.10% | 0.49% | +0.61 | BWA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.94 | 11.17 | -8.23 | MA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 8/9 | -3.00 | MA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.2 | 68.8 | -35.60 | MA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 0.90 | +0.12 | BWA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 36.5x | 31.2x | +5.30 | MA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.86B | $556.88B | -$546.02B | MA | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWA REV | MA REV | BWA GROSS % | MA GROSS % | BWA FCF | MA FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.32B | $32.79B | 18.7% | — | — | $17.16B |
| FY 2024 | $14.09B | $28.17B | 18.8% | — | — | $14.31B |
| FY 2023 | $14.20B | $25.10B | — | — | — | $10.85B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BWA // BETA 1.02
MA // BETA 0.90