COMP <GO>
EFX vs JPM // 10Y YIELD & FRED MACRO BETA
Equifax Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EFX 5
— JPM 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: EFX
LAST: $184.60 (+2.90%) • MKT CAP: $20.99B
macro-sensitivity
1.11
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EFX VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EFX | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.20% | 17.37% | -7.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.7x | 9.7x | +9.03 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 6.39% | -18.14% | +24.53 | EFX | /fcf-yield <GO> |
| Operating Margin | 18.00% | 42.07% | -24.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 32.63% | -21.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.90% | 13.53% | -6.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.11% | 1.96% | -0.85 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.25 | 0.37 | +2.88 | EFX | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | EFX | /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 | 67.5 | 49.0 | +18.41 | EFX | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.11 | 1.00 | +0.11 | EFX | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.6x | 13.6x | +16.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $20.99B | $895.92B | -$874.92B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EFX REV | JPM REV | EFX GROSS % | JPM GROSS % | EFX FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.07B | $182.45B | 44.0% | — | $1.34B | -$147.78B |
| FY 2024 | $5.68B | $177.56B | 44.0% | — | $1.07B | -$42.01B |
| FY 2023 | $5.27B | $158.10B | 44.0% | — | $879.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EFX // BETA 1.11
JPM // BETA 1.00