COMP <GO>
CG vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
The Carlyle Group Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: CG 5
— JPM 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $40.18 (-0.96%) • MKT CAP: $14.46B
options-implied-move
6.50%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 17.37% | -11.97 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.3x | 9.7x | +10.63 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -18.00% | -18.14% | +0.14 | CG | /fcf-yield <GO> |
| Operating Margin | 20.60% | 42.07% | -21.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 32.63% | -15.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -11.90% | 13.53% | -25.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.49% | 1.96% | +1.53 | CG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.91 | 0.37 | +0.54 | CG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 2/9 | +1.00 | CG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.2 | 49.0 | +6.19 | CG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.00 | -0.12 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 13.6x | +3.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.46B | $895.92B | -$881.46B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CG REV | JPM REV | CG GROSS % | JPM GROSS % | CG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.78B | $182.45B | 44.0% | — | -$3.37B | -$147.78B |
| FY 2024 | $5.43B | $177.56B | 44.0% | — | -$837.2M | -$42.01B |
| FY 2023 | $2.96B | $158.10B | 44.0% | — | $71.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CG // BETA 0.88
JPM // BETA 1.00