COMP <GO>
SMR vs KALU // RETURN ON INVESTED CAPITAL (ROIC)
NuScale Power Corporation (NYSE) VS. Kaiser Aluminum Corporation (NASDAQ) • 15-METRIC TALLY: SMR 4
— KALU 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: KALU
LAST: $5.35 (-4.80%) • MKT CAP: $2.42B
roic
-35.00%
LAST: $116.12 (-0.14%) • MKT CAP: $1.90B
roic
7.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMR VS. KALU)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMR | KALU | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 36.30% | 13.10% | +23.20 | SMR | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -35.00% | 7.90% | -42.90 | KALU | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 16.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | 5.69% | -23.69 | KALU | /fcf-yield <GO> |
| Operating Margin | -60.00% | 5.60% | -65.60 | KALU | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 3.40% | -63.40 | KALU | /net-margins <GO> |
| Revenue Growth (YoY) | -15.00% | 11.50% | -26.50 | KALU | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.62% | -2.62 | KALU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.62 | 2.70 | +0.92 | SMR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 6/9 | -3.00 | KALU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.1 | 35.1 | +2.00 | SMR | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 16.1x | +2.90 | KALU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.42B | $1.90B | $513.9M | SMR | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMR REV | KALU REV | SMR GROSS % | KALU GROSS % | SMR FCF | KALU FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $31.5M | $3.37B | 36.3% | 13.1% | -$460.1M | $111.4M |
| FY 2024 | $37.0M | $3.02B | 86.7% | 11.8% | -$108.7M | $167.1M |
| FY 2023 | $22.8M | $3.09B | — | — | -$184.3M | $211.9M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMR // BETA 1.14
KALU // BETA —