COMP <GO>
BOKF vs JPM // ALTMAN Z-SCORE & DEBT/EQUITY
BOK Financial Corporation (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BOKF 6
— JPM 8
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: BOKF
LAST: $130.22 (-1.62%) • MKT CAP: $8.04B
balance-sheet
0.47
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
balance-sheet
0.37
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BOKF VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BOKF | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.90% | 17.37% | -14.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.8x | 9.7x | +17.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.94% | -18.14% | +26.08 | BOKF | /fcf-yield <GO> |
| Operating Margin | 31.30% | 42.07% | -10.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 25.70% | 32.63% | -6.93 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 13.53% | -10.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.83% | 1.96% | -0.13 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 0.47 | 0.37 | +0.10 | BOKF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | BOKF | /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 | 53.8 | 49.0 | +4.70 | BOKF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.00 | +0.14 | BOKF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.9x | 13.6x | -0.67 | BOKF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.04B | $895.92B | -$887.87B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BOKF REV | JPM REV | BOKF GROSS % | JPM GROSS % | BOKF FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $739.6M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $1.43B | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $66.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BOKF // BETA 1.14
JPM // BETA 1.00