COMP <GO>
DLX vs TRI // FORWARD P/E MULTIPLE
Deluxe Corporation (NYSE) VS. Thomson Reuters Corporation (NASDAQ) • 15-METRIC TALLY: DLX 5
— TRI 4
▲ FORWARD P/E MULTIPLE LEADER: DLX
LAST: $22.59 (-1.44%) • MKT CAP: $1.05B
forward-pe
11.9x
LAST: $118.25 (+1.63%) • MKT CAP: $50.40B
forward-pe
30.5x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DLX VS. TRI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DLX | TRI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 53.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | 9.90% | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.7x | 21.0x | -13.30 | DLX | /valuation <GO> |
| Free Cash Flow Yield | 16.68% | 2.21% | +14.47 | DLX | /fcf-yield <GO> |
| Operating Margin | 10.90% | 13.90% | -3.00 | TRI | /operating-margins <GO> |
| Net Profit Margin | 3.80% | 10.90% | -7.10 | TRI | /net-margins <GO> |
| Revenue Growth (YoY) | 0.50% | 0.00% | +0.50 | DLX | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.25% | 0.00% | +5.25 | DLX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 3.74 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.2 | 61.0 | -13.80 | TRI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.07 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 11.9x | 30.5x | -18.60 | DLX | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.05B | $50.40B | -$49.35B | TRI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DLX REV | TRI REV | DLX GROSS % | TRI GROSS % | DLX FCF | TRI FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.13B | — | 53.0% | — | $175.3M | — |
| FY 2024 | $2.12B | — | 53.1% | — | $100.0M | — |
| FY 2023 | $2.19B | — | — | — | $198.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DLX // BETA —
TRI // BETA 1.07