COMP <GO>
EBC vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Eastern Bankshares Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EBC 9
— JPM 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $22.39 (-1.10%) • MKT CAP: $5.17B
roic
0.70%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EBC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EBC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 0.70% | 17.37% | -16.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.24% | -18.14% | +26.38 | EBC | /fcf-yield <GO> |
| Operating Margin | 75.00% | 42.07% | +32.93 | EBC | /operating-margins <GO> |
| Net Profit Margin | 65.80% | 32.63% | +33.17 | EBC | /net-margins <GO> |
| Revenue Growth (YoY) | 19.10% | 13.53% | +5.57 | EBC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.04% | 1.96% | +0.08 | EBC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | EBC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | EBC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 4.84% | +2.46 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.5 | 49.0 | +12.46 | EBC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.00 | +0.12 | EBC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 49.2x | 13.6x | +35.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.17B | $895.92B | -$890.74B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EBC REV | JPM REV | EBC GROSS % | JPM GROSS % | EBC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $134.1M | $182.45B | 44.0% | — | $426.4M | -$147.78B |
| FY 2024 | $112.6M | $177.56B | 44.0% | — | $278.8M | -$42.01B |
| FY 2023 | $76.9M | $158.10B | 44.0% | — | $258.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EBC // BETA 1.12
JPM // BETA 1.00