COMP <GO>
AIZ vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Assurant Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AIZ 3
— JPM 9
■ METRIC PARITY
LAST: $292.69 (+2.70%) • MKT CAP: $14.44B
options-implied-move
—
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AIZ VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AIZ | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.00% | 17.37% | -12.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.1x | 9.7x | +10.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 11.07% | -18.14% | +29.21 | AIZ | /fcf-yield <GO> |
| Operating Margin | 8.30% | 42.07% | -33.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 6.80% | 32.63% | -25.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 13.53% | -5.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.17% | 1.96% | -0.79 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | AIZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 65.4 | 55.1 | +10.30 | AIZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.92 | 1.00 | -0.08 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.3x | 13.6x | +1.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.44B | $913.30B | -$898.86B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AIZ REV | JPM REV | AIZ GROSS % | JPM GROSS % | AIZ FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $12.81B | $182.45B | — | — | $1.60B | -$147.78B |
| FY 2024 | $11.88B | $177.56B | — | — | $1.11B | -$42.01B |
| FY 2023 | $11.13B | $158.10B | — | — | $637.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AIZ // BETA 0.92
JPM // BETA 1.00