COMP <GO>
EPRT vs JPM // 10Y YIELD & FRED MACRO BETA
Essential Properties Realty Trust Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EPRT 6
— JPM 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: JPM
LAST: $26.73 (+0.72%) • MKT CAP: $5.89B
macro-sensitivity
0.97
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EPRT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EPRT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.40% | 17.37% | -11.97 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.2x | 9.7x | +8.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 6.04% | -18.14% | +24.18 | EPRT | /fcf-yield <GO> |
| Operating Margin | 64.10% | 42.07% | +22.03 | EPRT | /operating-margins <GO> |
| Net Profit Margin | 45.10% | 32.63% | +12.47 | EPRT | /net-margins <GO> |
| Revenue Growth (YoY) | 24.80% | 13.53% | +11.27 | EPRT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.97% | 1.96% | +2.01 | EPRT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | EPRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.3 | 55.1 | -2.80 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.97 | 1.00 | -0.03 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.6x | 13.6x | +6.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.89B | $913.30B | -$907.41B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EPRT REV | JPM REV | EPRT GROSS % | JPM GROSS % | EPRT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $561.2M | $182.45B | — | — | $355.8M | -$147.78B |
| FY 2024 | $449.6M | $177.56B | — | — | $288.3M | -$42.01B |
| FY 2023 | $359.6M | $158.10B | — | — | $238.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EPRT // BETA 0.97
JPM // BETA 1.00