COMP <GO>
BLK vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
BlackRock Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BLK 6
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $1,147.54 (-2.44%) • MKT CAP: $182.16B
roic
6.20%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BLK VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BLK | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.20% | 17.37% | -11.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.4x | 9.7x | +19.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 1.95% | -18.14% | +20.09 | BLK | /fcf-yield <GO> |
| Operating Margin | 29.10% | 42.07% | -12.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 32.63% | -9.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 18.70% | 13.53% | +5.17 | BLK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.67 | 0.37 | +1.30 | BLK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | BLK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 4.84% | +2.46 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.2 | 49.0 | +9.13 | BLK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.00 | +0.13 | BLK | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 13.6x | +14.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $182.16B | $895.92B | -$713.75B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BLK REV | JPM REV | BLK GROSS % | JPM GROSS % | BLK FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $24.22B | $182.45B | 44.0% | — | $3.55B | -$147.78B |
| FY 2024 | $20.41B | $177.56B | 44.0% | — | $4.70B | -$42.01B |
| FY 2023 | $17.86B | $158.10B | 44.0% | — | $3.36B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BLK // BETA 1.13
JPM // BETA 1.00