COMP <GO>
EG vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Everest Group Ltd. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EG 5
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $400.59 (+3.54%) • MKT CAP: $15.36B
roic
5.50%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.50% | 17.37% | -11.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.6x | 9.7x | +0.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 14.85% | -18.14% | +32.99 | EG | /fcf-yield <GO> |
| Operating Margin | 11.10% | 42.07% | -30.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 9.10% | 32.63% | -23.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 1.20% | 13.53% | -12.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.18% | 1.96% | +0.22 | EG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | EG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 59.1 | 55.1 | +4.00 | EG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.00 | -0.06 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.0x | 13.6x | -4.57 | EG | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $15.36B | $913.30B | -$897.94B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EG REV | JPM REV | EG GROSS % | JPM GROSS % | EG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.50B | $182.45B | — | — | $2.28B | -$147.78B |
| FY 2024 | $17.28B | $177.56B | — | — | $4.18B | -$42.01B |
| FY 2023 | $14.59B | $158.10B | — | — | $3.90B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EG // BETA 0.94
JPM // BETA 1.00