COMP <GO>
AMP vs JPM // ENTERPRISE SCALE & MARKET CAP
Ameriprise Financial Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AMP 5
— JPM 9
▲ ENTERPRISE SCALE & MARKET CAP LEADER: JPM
LAST: $490.83 (-1.42%) • MKT CAP: $44.76B
market-cap
$44.76B
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
market-cap
$895.92B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMP VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMP | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.60% | 17.37% | -11.77 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.6x | 9.7x | +9.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 16.69% | -18.14% | +34.83 | AMP | /fcf-yield <GO> |
| Operating Margin | 23.00% | 42.07% | -19.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 18.80% | 32.63% | -13.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 5.50% | 13.53% | -8.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.33% | 1.96% | -0.63 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.61 | 0.37 | +0.24 | AMP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | AMP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 4.84% | +2.56 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.2 | 49.0 | -5.84 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.00 | +0.16 | AMP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.7x | 13.6x | -1.87 | AMP | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $44.76B | $895.92B | -$851.16B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMP REV | JPM REV | AMP GROSS % | JPM GROSS % | AMP FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.91B | $182.45B | 44.0% | — | $7.47B | -$147.78B |
| FY 2024 | $17.93B | $177.56B | 44.0% | — | $5.79B | -$42.01B |
| FY 2023 | $16.10B | $158.10B | 44.0% | — | $3.96B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMP // BETA 1.16
JPM // BETA 1.00