COMP <GO>
GRDN vs CVS // RETURN ON INVESTED CAPITAL (ROIC)
Guardian Pharmacy Services Inc. (Class A) (NYSE) VS. CVS Health Corporation (NYSE) • 15-METRIC TALLY: GRDN 7
— CVS 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: GRDN
LAST: $40.69 (+0.59%) • MKT CAP: $2.56B
roic
37.70%
LAST: $90.25 (-0.09%) • MKT CAP: $115.53B
roic
2.60%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GRDN VS. CVS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GRDN | CVS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.20% | 45.00% | -24.80 | CVS | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 37.70% | 2.60% | +35.10 | GRDN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.3x | 25.7x | +8.60 | CVS | /valuation <GO> |
| Free Cash Flow Yield | 3.91% | 6.76% | -2.85 | CVS | /fcf-yield <GO> |
| Operating Margin | 5.00% | 1.20% | +3.80 | GRDN | /operating-margins <GO> |
| Net Profit Margin | 3.40% | 0.40% | +3.00 | GRDN | /net-margins <GO> |
| Revenue Growth (YoY) | 17.90% | 7.80% | +10.10 | GRDN | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.94% | -2.94 | CVS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 12.39 | 2.31 | +10.08 | GRDN | /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 | 49.3 | 47.8 | +1.50 | GRDN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 43.8x | 60.7x | -16.90 | GRDN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.56B | $115.53B | -$112.97B | CVS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GRDN REV | CVS REV | GRDN GROSS % | CVS GROSS % | GRDN FCF | CVS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.45B | $402.07B | 20.2% | 45.0% | $100.3M | $7.81B |
| FY 2024 | $1.23B | $372.81B | 19.9% | 44.7% | $58.0M | $6.33B |
| FY 2023 | — | $357.78B | — | — | — | -$2.67B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GRDN // BETA —
CVS // BETA 0.88