COMP <GO>
CRBG vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Corebridge Financial Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: CRBG 6
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $34.81 (-1.36%) • MKT CAP: $15.73B
roic
-0.30%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CRBG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CRBG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -0.30% | 17.37% | -17.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.56% | -18.14% | +25.70 | CRBG | /fcf-yield <GO> |
| Operating Margin | -2.40% | 42.07% | -44.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | -2.00% | 32.63% | -34.63 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 13.53% | -14.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.25% | 1.96% | +1.29 | CRBG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | CRBG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | CRBG | /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 | 52.1 | 49.0 | +3.02 | CRBG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 1.00 | +0.14 | CRBG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.0x | 13.6x | +5.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.73B | $895.92B | -$880.18B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CRBG REV | JPM REV | CRBG GROSS % | JPM GROSS % | CRBG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.48B | $182.45B | 44.0% | — | $1.19B | -$147.78B |
| FY 2024 | $18.71B | $177.56B | 44.0% | — | $1.31B | -$42.01B |
| FY 2023 | $18.80B | $158.10B | 44.0% | — | $2.51B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CRBG // BETA 1.14
JPM // BETA 1.00