COMP <GO>
BX vs JPM // FREE CASH FLOW YIELD
Blackstone Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BX 5
— JPM 8
▲ FREE CASH FLOW YIELD LEADER: BX
LAST: $118.51 (-1.73%) • MKT CAP: $90.53B
fcf-yield
5.02%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BX VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BX | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.20% | 17.37% | -0.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.1x | 9.7x | +16.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.02% | -18.14% | +23.16 | BX | /fcf-yield <GO> |
| Operating Margin | 25.50% | 42.07% | -16.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 20.90% | 32.63% | -11.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 13.53% | -4.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.64% | 1.96% | +4.68 | BX | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.90 | 0.37 | +2.53 | BX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | BX | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.2 | 49.0 | +4.18 | BX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.9x | 13.6x | +14.33 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $90.53B | $895.92B | -$805.39B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BX REV | JPM REV | BX GROSS % | JPM GROSS % | BX FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.45B | $182.45B | 44.0% | — | $4.55B | -$147.78B |
| FY 2024 | $13.23B | $177.56B | 44.0% | — | $3.42B | -$42.01B |
| FY 2023 | $8.02B | $158.10B | 44.0% | — | $3.70B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BX // BETA 1.00
JPM // BETA 1.00