COMP <GO>
BEN vs JPM // PIOTROSKI F-SCORE QUALITY
Franklin Templeton Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BEN 4
— JPM 10
▲ PIOTROSKI F-SCORE QUALITY LEADER: BEN
LAST: $31.64 (-2.16%) • MKT CAP: $16.43B
piotroski-score
8/9
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
piotroski-score
2/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BEN VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BEN | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.00% | 17.37% | -14.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 27.4x | 9.7x | +17.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 5.55% | -18.14% | +23.69 | BEN | /fcf-yield <GO> |
| Operating Margin | 6.90% | 42.07% | -35.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 6.00% | 32.63% | -26.63 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.50% | 13.53% | -10.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.16% | 1.96% | +2.20 | BEN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 0.37 | +1.23 | BEN | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 8/9 | 2/9 | +6.00 | BEN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 4.84% | +1.86 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.4 | 49.0 | -1.64 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.00 | -0.05 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.1x | 13.6x | +15.53 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $16.43B | $895.92B | -$879.48B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BEN REV | JPM REV | BEN GROSS % | JPM GROSS % | BEN FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.77B | $182.45B | 44.0% | — | $911.6M | -$147.78B |
| FY 2024 | $8.48B | $177.56B | 44.0% | — | $794.2M | -$42.01B |
| FY 2023 | $7.85B | $158.10B | 44.0% | — | $736.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BEN // BETA 0.95
JPM // BETA 1.00