COMP <GO>
C vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Citigroup Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: C 4
— JPM 10
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $122.64 (-2.48%) • MKT CAP: $210.95B
roic
1.50%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (C VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | C | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 1.50% | 17.37% | -15.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 39.9x | 9.7x | +30.23 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | -18.14% | +0.14 | C | /fcf-yield <GO> |
| Operating Margin | 20.50% | 42.07% | -21.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 32.63% | -15.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 5.60% | 13.53% | -7.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.55% | 1.96% | +0.59 | C | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | C | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | C | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 4.84% | +1.86 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.4 | 49.0 | -6.69 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.00 | -0.07 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 13.6x | +0.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $210.95B | $895.92B | -$684.96B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | C REV | JPM REV | C GROSS % | JPM GROSS % | C FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $85.22B | $182.45B | 44.0% | — | -$74.15B | -$147.78B |
| FY 2024 | $80.72B | $177.56B | 44.0% | — | -$26.17B | -$42.01B |
| FY 2023 | $78.07B | $158.10B | 44.0% | — | -$76.93B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
C // BETA 0.93
JPM // BETA 1.00