COMP <GO>
BFS vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Saul Centers Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BFS 6
— JPM 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: BFS
LAST: $29.37 (+1.56%) • MKT CAP: $725.9M
roic
51.60%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BFS VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BFS | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 51.60% | 17.37% | +34.23 | BFS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.7x | 9.7x | -5.97 | BFS | /valuation <GO> |
| Free Cash Flow Yield | 13.75% | -18.14% | +31.89 | BFS | /fcf-yield <GO> |
| Operating Margin | 67.40% | 42.07% | +25.33 | BFS | /operating-margins <GO> |
| Net Profit Margin | 12.90% | 32.63% | -19.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 13.53% | -5.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.87% | 1.96% | +5.91 | BFS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | BFS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.4 | 55.1 | -13.67 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 13.6x | +4.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $725.9M | $913.30B | -$912.57B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BFS REV | JPM REV | BFS GROSS % | JPM GROSS % | BFS FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $289.8M | $182.45B | — | — | $99.8M | -$147.78B |
| FY 2024 | $268.8M | $177.56B | — | — | $121.2M | -$42.01B |
| FY 2023 | $257.2M | $158.10B | — | — | $117.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BFS // BETA —
JPM // BETA 1.00