COMP <GO>
DOC vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Healthpeak Properties Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: DOC 5
— JPM 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $19.03 (+0.48%) • MKT CAP: $13.06B
roic
0.60%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (DOC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | DOC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.60% | 17.37% | -16.77 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 9.38% | -18.14% | +27.52 | DOC | /fcf-yield <GO> |
| Operating Margin | 14.40% | 42.07% | -27.67 | JPM | /operating-margins <GO> |
| Net Profit Margin | 11.80% | 32.63% | -20.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.20% | 13.53% | -7.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 6.50% | 1.96% | +4.54 | DOC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.12 | 0.37 | +0.75 | DOC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | DOC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.00% | 4.84% | +2.16 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 49.0 | -2.16 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.00 | +0.02 | DOC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 13.6x | +126.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.06B | $895.92B | -$882.86B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | DOC REV | JPM REV | DOC GROSS % | JPM GROSS % | DOC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $604.0M | $182.45B | 44.0% | — | $1.22B | -$147.78B |
| FY 2024 | $568.5M | $177.56B | -89.1% | — | $1.04B | -$42.01B |
| FY 2023 | $527.4M | $158.10B | 44.0% | — | $932.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
DOC // BETA 1.02
JPM // BETA 1.00