COMP <GO>
AMG vs JPM // OPERATING MARGIN
Affiliated Managers Group Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AMG 7
— JPM 7
▲ OPERATING MARGIN LEADER: AMG
LAST: $381.57 (-4.37%) • MKT CAP: $10.32B
operating-margins
42.10%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
operating-margins
42.07%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.80% | 17.37% | -2.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 9.7x | +3.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | -18.14% | +27.51 | AMG | /fcf-yield <GO> |
| Operating Margin ACTIVE | 42.10% | 42.07% | +0.03 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 32.63% | +1.87 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 13.53% | -11.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 1.96% | -1.95 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.24 | 0.37 | +2.87 | AMG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.7 | 49.0 | +0.61 | AMG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.00 | -0.01 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 13.6x | -0.17 | AMG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $895.92B | -$885.60B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | JPM REV | AMG GROSS % | JPM GROSS % | AMG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $182.45B | 44.0% | — | $967.1M | -$147.78B |
| FY 2024 | $2.04B | $177.56B | 44.0% | — | $928.7M | -$42.01B |
| FY 2023 | $2.06B | $158.10B | 44.0% | — | $781.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
JPM // BETA 1.00