COMP <GO>
BNY vs JPM // FREE CASH FLOW YIELD
The Bank of New York Mellon Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BNY 5
— JPM 9
▲ FREE CASH FLOW YIELD LEADER: BNY
LAST: $147.11 (-1.51%) • MKT CAP: $101.35B
fcf-yield
5.11%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BNY VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BNY | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.40% | 17.37% | -14.97 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 34.1x | 9.7x | +24.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.11% | -18.14% | +23.25 | BNY | /fcf-yield <GO> |
| Operating Margin | 33.70% | 42.07% | -8.37 | JPM | /operating-margins <GO> |
| Net Profit Margin | 27.60% | 32.63% | -5.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 13.53% | -5.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.43% | 1.96% | -0.53 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.48 | 0.37 | +0.11 | BNY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | BNY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 4.84% | +2.56 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.3 | 49.0 | +1.26 | BNY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.00 | +0.15 | BNY | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.0x | 13.6x | +3.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $101.35B | $895.92B | -$794.57B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BNY REV | JPM REV | BNY GROSS % | JPM GROSS % | BNY FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $20.08B | $182.45B | 44.0% | — | $5.18B | -$147.78B |
| FY 2024 | $18.62B | $177.56B | 44.0% | — | -$782.0M | -$42.01B |
| FY 2023 | $17.70B | $158.10B | 44.0% | — | $5.12B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BNY // BETA 1.15
JPM // BETA 1.00