COMP <GO>
EQH vs JPM // EV/EBITDA & P/E VALUATION
Equitable Holdings Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: EQH 6
— JPM 7
■ METRIC PARITY
LAST: $53.85 (-1.39%) • MKT CAP: $14.91B
valuation
—
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (EQH VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | EQH | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 17.37% | -17.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 1.27% | -18.14% | +19.41 | EQH | /fcf-yield <GO> |
| Operating Margin | 0.00% | 42.07% | -42.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 0.00% | 32.63% | -32.63 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -6.10% | 13.53% | -19.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.11% | 1.96% | +0.15 | EQH | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | EQH | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | EQH | /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 | 52.3 | 49.0 | +3.23 | EQH | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.02 | 1.00 | +0.02 | EQH | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.0x | 13.6x | +21.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.91B | $895.92B | -$881.00B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | EQH REV | JPM REV | EQH GROSS % | JPM GROSS % | EQH FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $11.66B | $182.45B | 44.0% | — | $189.1M | -$147.78B |
| FY 2024 | $12.43B | $177.56B | 44.0% | — | $1.45B | -$42.01B |
| FY 2023 | $10.46B | $158.10B | 44.0% | — | -$678.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
EQH // BETA 1.02
JPM // BETA 1.00