COMP <GO>
AMTD vs JPM // FORWARD P/E MULTIPLE
AMTD IDEA Group each representing three hundred sixty (360) (Class A) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AMTD 3
— JPM 4
■ METRIC PARITY
AMTD — AMTD IDEA Group each representing three hundred sixty (360) (Class A)
ROARABLE D • RQD 46/100
LAST: $19.64 (-5.01%) • MKT CAP: $33.0M
forward-pe
—
LAST: $337.04 (-1.90%) • MKT CAP: $913.30B
forward-pe
13.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMTD VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMTD | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | 17.37% | -12.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | -18.14% | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | 42.07% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 66.40% | 32.63% | +33.77 | AMTD | /net-margins <GO> |
| Revenue Growth (YoY) | 25.80% | 13.53% | +12.27 | AMTD | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | AMTD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.8 | 55.1 | -21.30 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | — | 13.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $33.0M | $913.30B | -$913.27B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMTD REV | JPM REV | AMTD GROSS % | JPM GROSS % | AMTD FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $101.2M | $182.45B | — | — | $17.1M | -$147.78B |
| FY 2024 | $80.5M | $177.56B | — | — | $5.2M | -$42.01B |
| FY 2023 | $130.9M | $158.10B | — | — | $40.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMTD // BETA —
JPM // BETA 1.00