COMP <GO>
NTRS vs BBD // RETURN ON INVESTED CAPITAL (ROIC)
Northern Trust Corporation (NASDAQ) VS. Banco Bradesco Sa (NYSE) • 15-METRIC TALLY: NTRS 7
— BBD 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BBD
LAST: $169.16 (-2.17%) • MKT CAP: $31.64B
roic
2.80%
LAST: $2.55 (-3.04%) • MKT CAP: $29.45B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NTRS VS. BBD)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NTRS | BBD | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.80% | 9.90% | -7.10 | BBD | /roic <GO> |
| EV/EBITDA & P/E Valuation | 36.4x | 21.0x | +15.40 | BBD | /valuation <GO> |
| Free Cash Flow Yield | 17.26% | 2.21% | +15.05 | NTRS | /fcf-yield <GO> |
| Operating Margin | 42.20% | 13.90% | +28.30 | NTRS | /operating-margins <GO> |
| Net Profit Margin | 34.60% | 10.90% | +23.70 | NTRS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.10% | 7.70% | -1.60 | BBD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 0.00% | +1.87 | NTRS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 8/9 | -1.00 | BBD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.7 | 27.7 | +27.00 | NTRS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.14 | -0.07 | BBD | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.9x | 30.5x | -13.60 | NTRS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.64B | $29.45B | $2.19B | NTRS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NTRS REV | BBD REV | NTRS GROSS % | BBD GROSS % | NTRS FCF | BBD FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.02B | — | — | — | $5.46B | — |
| FY 2024 | $4.73B | — | — | — | -$587.5M | — |
| FY 2023 | $4.36B | — | — | — | $2.43B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NTRS // BETA 1.07
BBD // BETA 1.14