COMP <GO>
AXP vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
American Express Company (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AXP 4
— JPM 10
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $319.11 (-1.42%) • MKT CAP: $217.06B
options-implied-move
6.70%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AXP VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AXP | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 9.50% | 17.37% | -7.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 9.7x | +9.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.37% | -18.14% | +25.51 | AXP | /fcf-yield <GO> |
| Operating Margin | 32.00% | 42.07% | -10.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 26.20% | 32.63% | -6.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 13.53% | -7.13 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.05% | 1.96% | -0.91 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.00 | 0.37 | +0.63 | AXP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | AXP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.70% | 4.84% | +1.86 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 49.0 | +4.79 | AXP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.00 | -0.05 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.6x | 13.6x | +5.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $217.06B | $895.92B | -$678.85B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AXP REV | JPM REV | AXP GROSS % | JPM GROSS % | AXP FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $41.30B | $182.45B | 44.0% | — | $16.00B | -$147.78B |
| FY 2024 | $38.83B | $177.56B | 44.0% | — | $12.14B | -$42.01B |
| FY 2023 | $37.22B | $158.10B | 44.0% | — | $16.88B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AXP // BETA 0.95
JPM // BETA 1.00