COMP <GO>
ROK vs CARR // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Rockwell Automation Inc. (NYSE) VS. Carrier Global Corporation (NYSE) • 15-METRIC TALLY: ROK 8
— CARR 4
■ METRIC PARITY
LAST: $436.20 (-3.37%) • MKT CAP: $50.23B
options-implied-move
—
LAST: $53.63 (-3.44%) • MKT CAP: $45.78B
options-implied-move
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ROK VS. CARR)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ROK | CARR | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 48.10% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 7.20% | +15.70 | ROK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.9x | 18.5x | +7.40 | CARR | /valuation <GO> |
| Free Cash Flow Yield | 2.33% | 3.35% | -1.02 | CARR | /fcf-yield <GO> |
| Operating Margin | 20.40% | 10.00% | +10.40 | ROK | /operating-margins <GO> |
| Net Profit Margin | 10.40% | 6.80% | +3.60 | ROK | /net-margins <GO> |
| Revenue Growth (YoY) | 0.90% | -3.30% | +4.20 | ROK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.18% | 1.69% | -0.51 | CARR | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.59 | 2.47 | +5.12 | ROK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.0 | 48.0 | +11.00 | ROK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.00 | +0.10 | ROK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 53.8x | 28.7x | +25.10 | CARR | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $50.23B | $45.78B | $4.45B | ROK | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ROK REV | CARR REV | ROK GROSS % | CARR GROSS % | ROK FCF | CARR FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.34B | $21.75B | 48.1% | — | $1.17B | $1.53B |
| FY 2024 | $8.26B | $22.49B | 46.6% | 26.6% | $492.1M | -$448.9M |
| FY 2023 | $9.06B | $18.95B | — | — | $966.4M | $1.75B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ROK // BETA 1.10
CARR // BETA 1.00