COMP <GO>
PTLO vs HD // 10Y YIELD & FRED MACRO BETA
Portillo's Inc. (Class A) (NASDAQ) VS. Home Depot Inc. (NYSE) • 15-METRIC TALLY: PTLO 2
— HD 10
■ METRIC PARITY
LAST: $5.18 (+6.37%) • MKT CAP: $369.8M
macro-sensitivity
—
LAST: $341.15 (+3.63%) • MKT CAP: $328.44B
macro-sensitivity
0.88
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTLO VS. HD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTLO | HD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 33.30% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 32.90% | -28.00 | HD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.1x | 13.4x | -8.30 | PTLO | /valuation <GO> |
| Free Cash Flow Yield | -4.92% | 2.72% | -7.64 | HD | /fcf-yield <GO> |
| Operating Margin | 6.00% | 12.70% | -6.70 | HD | /operating-margins <GO> |
| Net Profit Margin | 2.90% | 8.60% | -5.70 | HD | /net-margins <GO> |
| Revenue Growth (YoY) | 3.00% | 3.20% | -0.20 | HD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.79% | -2.79 | HD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.70 | 5.64 | -4.94 | HD | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | HD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.9 | 67.5 | -4.60 | HD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 21.6x | -5.00 | PTLO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $369.8M | $328.44B | -$328.07B | HD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTLO REV | HD REV | PTLO GROSS % | HD GROSS % | PTLO FCF | HD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $732.1M | $164.68B | — | 33.3% | -$18.5M | $8.91B |
| FY 2024 | $710.6M | $159.51B | — | 33.4% | $9.8M | $12.63B |
| FY 2023 | $679.9M | $152.67B | — | — | $70.8M | $14.30B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTLO // BETA —
HD // BETA 0.88