COMP <GO>
GEN vs AAPL // ALTMAN Z-SCORE & DEBT/EQUITY
Gen Digital Inc. (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: GEN 9
— AAPL 5
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: AAPL
LAST: $29.89 (+2.61%) • MKT CAP: $17.28B
balance-sheet
1.40
LAST: $338.32 (-1.83%) • MKT CAP: $5.03T
balance-sheet
13.31
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GEN VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GEN | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 78.50% | 48.65% | +29.85 | GEN | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.50% | 81.38% | -61.88 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.8x | 29.5x | -18.69 | GEN | /valuation <GO> |
| Free Cash Flow Yield | 9.02% | 2.78% | +6.24 | GEN | /fcf-yield <GO> |
| Operating Margin | 42.40% | 33.17% | +9.23 | GEN | /operating-margins <GO> |
| Net Profit Margin | 19.50% | 27.62% | -8.12 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 27.10% | 14.24% | +12.86 | GEN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.85% | 0.32% | +1.53 | GEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.40 | 13.31 | -11.91 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 9/9 | -2.00 | AAPL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.75% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 68.1 | 63.5 | +4.60 | GEN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.40 | 1.14 | +0.26 | GEN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.5x | 35.8x | -21.26 | GEN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $17.28B | $5.03T | -$5.01T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GEN REV | AAPL REV | GEN GROSS % | AAPL GROSS % | GEN FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.00B | $416.16B | 78.5% | 46.9% | $1.52B | $98.77B |
| FY 2024 | $3.94B | $391.04B | 80.3% | 46.2% | $1.21B | $108.81B |
| FY 2023 | $3.80B | $383.29B | — | 44.1% | $1.89B | $99.58B |
| FY 2022 | — | $394.33B | — | 43.3% | — | $111.44B |
| FY 2021 | — | $365.82B | — | 41.8% | — | $92.95B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GEN // BETA 1.40
AAPL // BETA 1.14