COMP <GO>
CTRE vs JPM // ALTMAN Z-SCORE & DEBT/EQUITY
CareTrust REIT Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: CTRE 7
— JPM 7
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: CTRE
LAST: $36.39 (+0.36%) • MKT CAP: $8.57B
balance-sheet
5.76
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
balance-sheet
0.37
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CTRE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CTRE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 17.37% | -10.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.6x | 9.7x | +12.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | -18.14% | +22.74 | CTRE | /fcf-yield <GO> |
| Operating Margin | 75.00% | 42.07% | +32.93 | CTRE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.63% | +35.37 | CTRE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.70% | 13.53% | -5.83 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.03% | 1.96% | +1.07 | CTRE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 5.76 | 0.37 | +5.39 | CTRE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | CTRE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 4.84% | +2.36 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.6 | 49.0 | -1.42 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.08 | 1.00 | +0.08 | CTRE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.8x | 13.6x | +11.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.57B | $895.92B | -$887.35B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CTRE REV | JPM REV | CTRE GROSS % | JPM GROSS % | CTRE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.2M | $182.45B | 44.0% | — | $394.0M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $244.3M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $154.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CTRE // BETA 1.08
JPM // BETA 1.00