COMP <GO>
PEGA vs AAPL // RETURN ON INVESTED CAPITAL (ROIC)
Pegasystems Inc. (NASDAQ) VS. Apple Inc. (NASDAQ) • 15-METRIC TALLY: PEGA 6
— AAPL 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: AAPL
LAST: $34.58 (+1.92%) • MKT CAP: $5.55B
roic
22.40%
LAST: $338.32 (-1.83%) • MKT CAP: $5.03T
roic
81.38%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PEGA VS. AAPL)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PEGA | AAPL | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 75.90% | 48.65% | +27.25 | PEGA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 22.40% | 81.38% | -58.98 | AAPL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 29.5x | -8.69 | PEGA | /valuation <GO> |
| Free Cash Flow Yield | 8.79% | 2.78% | +6.01 | PEGA | /fcf-yield <GO> |
| Operating Margin | 15.10% | 33.17% | -18.07 | AAPL | /operating-margins <GO> |
| Net Profit Margin | 22.50% | 27.62% | -5.12 | AAPL | /net-margins <GO> |
| Revenue Growth (YoY) | 16.60% | 14.24% | +2.36 | PEGA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.28% | 0.32% | -0.04 | AAPL | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.14 | 13.31 | -7.17 | AAPL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 6.75% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.2 | 63.5 | -19.30 | AAPL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.17 | 1.14 | +0.03 | PEGA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.9x | 35.8x | -23.86 | PEGA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.55B | $5.03T | -$5.02T | AAPL | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PEGA REV | AAPL REV | PEGA GROSS % | AAPL GROSS % | PEGA FCF | AAPL FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.75B | $416.16B | 75.9% | 46.9% | $490.7M | $98.77B |
| FY 2024 | $1.50B | $391.04B | 73.9% | 46.2% | $338.2M | $108.81B |
| FY 2023 | $1.43B | $383.29B | — | 44.1% | $153.3M | $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
PEGA // BETA 1.17
AAPL // BETA 1.14