COMP <GO>
BWIN vs JPM // FREE CASH FLOW YIELD
The Baldwin Insurance Group Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BWIN 3
— JPM 9
▲ FREE CASH FLOW YIELD LEADER: BWIN
LAST: $31.83 (-0.38%) • MKT CAP: $4.44B
fcf-yield
-2.18%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWIN VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWIN | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.60% | 17.37% | -13.77 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 41.8x | 9.7x | +32.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -2.18% | -18.14% | +15.96 | BWIN | /fcf-yield <GO> |
| Operating Margin | 4.90% | 42.07% | -37.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | -3.60% | 32.63% | -36.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.50% | 13.53% | -5.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | BWIN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.9 | 55.1 | -2.20 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.00 | +0.12 | BWIN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.0x | 13.6x | +15.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.44B | $913.30B | -$908.86B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWIN REV | JPM REV | BWIN GROSS % | JPM GROSS % | BWIN FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.49B | $182.45B | — | — | -$96.6M | -$147.78B |
| FY 2024 | $1.38B | $177.56B | — | — | -$10.5M | -$42.01B |
| FY 2023 | $1.21B | $158.10B | — | — | -$54.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BWIN // BETA 1.12
JPM // BETA 1.00