COMP <GO>
RUSHA vs LAD // OPERATING MARGIN
Rush Enterprises Inc. Cl A (NASDAQ) VS. Lithia Motors Inc. (NYSE) • 15-METRIC TALLY: RUSHA 9
— LAD 5
▲ OPERATING MARGIN LEADER: RUSHA
LAST: $42.98 (-1.29%) • MKT CAP: $5.02B
operating-margins
5.60%
LAST: $299.72 (+0.90%) • MKT CAP: $6.48B
operating-margins
4.20%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RUSHA VS. LAD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RUSHA | LAD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.70% | 15.20% | +5.50 | RUSHA | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.70% | 11.10% | +2.60 | RUSHA | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.0x | 5.9x | +1.10 | LAD | /valuation <GO> |
| Free Cash Flow Yield | 9.09% | 0.09% | +9.00 | RUSHA | /fcf-yield <GO> |
| Operating Margin ACTIVE | 5.60% | 4.20% | +1.40 | RUSHA | /operating-margins <GO> |
| Net Profit Margin | 3.80% | 2.20% | +1.60 | RUSHA | /net-margins <GO> |
| Revenue Growth (YoY) | -5.20% | 4.00% | -9.20 | LAD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.15% | 0.86% | +0.29 | RUSHA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.09 | 2.34 | +1.75 | RUSHA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | RUSHA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.6 | 50.1 | -11.50 | LAD | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 0.93 | +0.06 | RUSHA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.8x | 7.3x | +10.50 | LAD | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.02B | $6.48B | -$1.46B | LAD | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RUSHA REV | LAD REV | RUSHA GROSS % | LAD GROSS % | RUSHA FCF | LAD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.06B | $37.63B | 20.7% | 15.2% | $462.0M | $5.8M |
| FY 2024 | $7.45B | $36.19B | 20.6% | 15.4% | $186.5M | $73.7M |
| FY 2023 | $7.57B | $31.04B | — | — | -$45.0M | -$1.87B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RUSHA // BETA 0.99
LAD // BETA 0.93