Core Insights - American Express Company (AXP) is a global financial services corporation that competes with Visa, Mastercard, and banks like Goldman Sachs and Wells Fargo [1] Financial Performance Comparison - American Express has a Return on Invested Capital (ROIC) of 7.68% and a Weighted Average Cost of Capital (WACC) of 10.17%, resulting in a ROIC to WACC ratio of 0.76, indicating inefficiency in capital utilization [2][6] - Visa Inc. has a ROIC of 28.34% and a WACC of 7.68%, leading to a ROIC to WACC ratio of 3.69, showcasing efficient capital utilization [3][6] - Mastercard Incorporated leads with a ROIC of 42.97% and a WACC of 7.98%, achieving a ROIC to WACC ratio of 5.38, indicating exceptional returns above its cost of capital [4][6] - Goldman Sachs and Wells Fargo have lower ROIC to WACC ratios of 0.22 and 0.31, respectively, suggesting they also face challenges in capital efficiency similar to American Express [5]

Core Points - The National Energy Regulatory Council (NERC) has established a new income cap for AB "Energijos skirstymo operatorius" (ESO) for electricity distribution services in 2026, set at EUR 376.9 million, which represents a 17.0% increase from the 2025 cap of EUR 321.6 million [2][3] - The increase in the income cap is attributed to higher investments in the network as per the 10-year Investment Plan, leading to an increased additional tariff component, return on investment, and depreciation and amortisation [2] - The regulated asset base (RAB) for 2026 is reported at EUR 1,655.1 million, a 7.4% increase from EUR 1,540.5 million in 2025 [3] - The weighted average cost of capital (WACC) for 2026 is slightly reduced to 5.77% from 5.82% in 2025 [3] - Depreciation and amortisation for regulatory purposes is projected to rise to EUR 97.8 million in 2026, a 10.4% increase from EUR 88.6 million in 2025 [3] - The additional tariff component is expected to increase significantly by 38.0%, reaching EUR 51.8 million in 2026 compared to EUR 37.5 million in 2025 [3]

Core Viewpoint - Rent the Runway, Inc. is a fashion rental service aiming to provide a sustainable alternative to traditional retail, competing with companies like ThredUp Inc. and Allbirds, Inc. [1] Financial Performance - Rent the Runway's Return on Invested Capital (ROIC) is -39.57%, significantly lower than its Weighted Average Cost of Capital (WACC) of 6.54%, resulting in a ROIC to WACC ratio of -6.05, indicating insufficient returns to cover capital costs [2][6] - ThredUp Inc. has a ROIC of -18.82% and a WACC of 11.66%, leading to a ROIC to WACC ratio of -1.61, suggesting it is also struggling but performing better than Rent the Runway [3] - Allbirds, Inc. has a ROIC of -80.40% and a WACC of 7.75%, resulting in a ROIC to WACC ratio of -10.37, indicating even greater difficulties in generating returns compared to Rent the Runway [4] - Warby Parker Inc. has a ROIC of -3.46% and a WACC of 13.06%, leading to a ROIC to WACC ratio of -0.26, making it the most efficient in capital utilization among the analyzed companies [5][6]

Core Insights - Ciena Corporation is a global supplier of telecommunications networking equipment, software, and services, known for its innovative solutions in optical networking and data center interconnect [1] - Ciena faces competition from technology firms such as Juniper Networks, Corning Incorporated, NetApp, Extreme Networks, and Lufax Holding Ltd in the telecommunications and networking industry [1] Financial Performance - Ciena's Return on Invested Capital (ROIC) is 3.79%, which is lower than its Weighted Average Cost of Capital (WACC) of 8.94%, resulting in a ROIC/WACC ratio of 0.42, indicating inefficient capital utilization [2] - In comparison, Juniper Networks has a ROIC of 4.39% and a WACC of 7.21%, leading to a ROIC/WACC ratio of 0.61, suggesting better capital efficiency than Ciena [3] - Corning Incorporated has a ROIC of 5.64% and a WACC of 8.23%, resulting in a ROIC/WACC ratio of 0.69, also indicating superior performance compared to Ciena [3] - NetApp, Inc. stands out with a ROIC of 18.71% and a WACC of 9.70%, resulting in a ROIC/WACC ratio of 1.93, demonstrating efficient capital utilization [4] - Extreme Networks and Lufax Holding Ltd have negative and very low ROIC/WACC ratios, respectively, indicating challenges in covering their cost of capital [4]

Core Insights - Goosehead Insurance, Inc. is recognized for its innovative approach in the personal lines insurance market, utilizing technology to enhance customer experience and streamline operations [1] - The company demonstrates strong financial performance with a Return on Invested Capital (ROIC) of 14.63% and a Weighted Average Cost of Capital (WACC) of 9.74%, resulting in a favorable ROIC to WACC ratio of 1.50 [2][6] Financial Performance - Goosehead's ROIC of 14.63% indicates effective capital utilization, outperforming peers like Live Oak Bancshares, Inc. which has a ROIC of 4.52% and a WACC of 32.88%, leading to a low ROIC to WACC ratio of 0.14 [3][6] - Kinsale Capital Group, Inc. has a ROIC of 10.64% and a WACC of 9.02%, resulting in a ROIC to WACC ratio of 1.18, which is lower than Goosehead's efficiency [4][6] - Hamilton Lane Incorporated shows the highest ROIC to WACC ratio of 1.93 with a ROIC of 18.05% and a WACC of 9.37%, indicating superior growth potential compared to Goosehead [5][6]

Company Overview - ZipRecruiter, Inc. is a significant online employment marketplace connecting job seekers with employers, operating in a competitive landscape alongside tech-driven platforms like Squarespace, Flywire, Clear Secure, TaskUs, and FIGS [1] Financial Performance - ZipRecruiter's Return on Invested Capital (ROIC) is -5.32%, which is below its Weighted Average Cost of Capital (WACC) of 6.16%, indicating insufficient returns to cover capital costs [2][6] - Squarespace, Inc. has a negative ROIC of -0.27% against a WACC of 6.66%, resulting in a ROIC to WACC ratio of -0.04 [3] - Flywire Corporation shows a ROIC of -0.77% with a WACC of 9.88%, leading to a ratio of -0.08 [3] - Clear Secure, Inc. stands out with a ROIC of 100.50% and a WACC of 9.49%, yielding a ROIC to WACC ratio of 10.59, indicating high capital efficiency [4][6] - TaskUs, Inc. has a ROIC of 8.40% against a WACC of 12.56%, resulting in a ratio of 0.67, while FIGS, Inc. has a ROIC of 0.78% and a WACC of 9.74%, with a ratio of 0.08 [5][6]

Core Viewpoint - Motorsport Games Inc. (NASDAQ:MSGM) is underperforming in terms of capital efficiency, as indicated by its negative Return on Invested Capital (ROIC) compared to its Weighted Average Cost of Capital (WACC) [2][6]. Financial Metrics Summary - Motorsport Games Inc. has a ROIC of -28.03% and a WACC of 13.73%, resulting in a ROIC to WACC ratio of -2.04, indicating insufficient returns to cover its cost of capital [2][6]. - Genius Group Limited (GNS) has a ROIC of -29.47% and a WACC of 25.16%, leading to a ROIC to WACC ratio of -1.17, which is less negative than MSGM's but still indicates inefficiency [3]. - Versus Systems Inc. (VS) shows a ROIC of -47.17% and a WACC of 16.17%, resulting in a ROIC to WACC ratio of -2.92, indicating even lower efficiency than MSGM [4]. - Cosmos Health Inc. (COSM) has a ROIC of -33.52% and a WACC of 17.85%, with a ROIC to WACC ratio of -1.88, slightly better than MSGM but still negative [4]. - Magic Empire Global Limited (MEGL) has the highest ROIC to WACC ratio among peers at -0.48, with a ROIC of -7.64% and a WACC of 15.98%, indicating it is closer to covering its cost of capital [5]. - Mobile Global Esports Inc. (MGAM) presents the most concerning figures with a ROIC of -351.37% and a WACC of 4.64%, resulting in a ROIC to WACC ratio of -75.66, highlighting severe inefficiencies [5][6].

Core Insights - CF Bankshares Inc. (CFBK) operates in a competitive banking landscape with peers such as Citizens Community Bancorp, Colony Bankcorp, Community West Bancshares, Citizens Holding Company, and C&F Financial Corporation [1] - CFBK's Return on Invested Capital (ROIC) is -1.19%, significantly below its Weighted Average Cost of Capital (WACC) of 24.98%, indicating inefficiencies in capital utilization [2][5] - The ROIC to WACC ratio for CFBK is -0.048, further emphasizing the company's struggle to generate returns relative to its capital costs [2] - Citizens Community Bancorp (CZWI) has a ROIC of 0.80% and a WACC of 18.82%, resulting in a ROIC to WACC ratio of 0.042, indicating low efficiency in capital utilization [3] - Colony Bankcorp (CBAN) shows a negative ROIC of -0.63% and a WACC of 12.69%, with a ROIC to WACC ratio of -0.050, reflecting similar inefficiencies as CFBK [3] - Community West Bancshares (CWBC) has a ROIC of 4.54% and a WACC of 11.57%, achieving a ROIC to WACC ratio of 0.392, indicating better capital efficiency [4] - C&F Financial Corporation (CFFI) stands out with a ROIC of 6.28% and a WACC of 13.55%, resulting in the highest ROIC to WACC ratio of 0.463 among peers, demonstrating superior capital efficiency [4][5]

Company Analysis - Marchex, Inc. has a Return on Invested Capital (ROIC) of -15.82% and a Weighted Average Cost of Capital (WACC) of 12.69%, indicating it is not generating returns above its cost of capital, which is a concerning sign for investors [1] - comScore, Inc. shows a ROIC of -22.54% with a WACC of 5.57%, resulting in a ROIC to WACC ratio of -4.05, highlighting significant inefficiencies in generating returns relative to its cost of capital, indicating potential financial struggles [2] - Liquidity Services, Inc. has a ROIC of 10.21% and a WACC of 8.71%, leading to a ROIC to WACC ratio of 1.17, indicating it is generating returns above its cost of capital, making it the most efficient among its peers and an attractive option for investors [3]

Capital Efficiency Analysis - ADC Therapeutics S.A. has a Return on Invested Capital (ROIC) of -54.62% and a Weighted Average Cost of Capital (WACC) of 20.44%, indicating significant challenges in capital efficiency [1][5] - Ciena Corporation shows a ROIC of 3.79% against a WACC of 8.87%, resulting in a ROIC to WACC ratio of 0.43, suggesting it is closer to covering its cost of capital [2][5] - COMSovereign Holding Corp. presents a ROIC of -694.61% and a WACC of 15.44%, leading to a ROIC to WACC ratio of -44.99, indicating severe inefficiencies [2][5] - Altair Engineering Inc. has a ROIC of 0.75% with a WACC of 10.57%, resulting in a ROIC to WACC ratio of 0.07, showing challenges similar to ADC Therapeutics [3][5] - ADTRAN Holdings, Inc. has a ROIC of -8.41% and a WACC of 9.27%, leading to a ROIC to WACC ratio of -0.91, indicating it is not generating sufficient returns [3][5] - Sanmina Corporation stands out with a ROIC of 9.69% and a WACC of 9.20%, resulting in a ROIC to WACC ratio of 1.05, making it the most efficient in capital utilization among the listed companies [4][5]