COMP <GO>
ERIE vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Erie Indemnity Company (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: ERIE 6
— JPM 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $261.39 (+4.23%) • MKT CAP: $11.58B
options-implied-move
6.50%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ERIE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ERIE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.30% | 17.37% | +6.93 | ERIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.3x | 9.7x | +3.63 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.35% | -18.14% | +22.49 | ERIE | /fcf-yield <GO> |
| Operating Margin | 17.60% | 42.07% | -24.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 13.80% | 32.63% | -18.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 13.53% | -6.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 1.96% | +0.24 | ERIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.94 | 0.37 | +9.57 | ERIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | ERIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 49.0 | +17.72 | ERIE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.00 | -0.11 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.3x | 13.6x | +5.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.58B | $895.92B | -$884.33B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ERIE REV | JPM REV | ERIE GROSS % | JPM GROSS % | ERIE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.07B | $182.45B | 44.0% | — | $503.6M | -$147.78B |
| FY 2024 | $3.80B | $177.56B | 44.0% | — | $440.5M | -$42.01B |
| FY 2023 | $3.27B | $158.10B | 44.0% | — | $234.1M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ERIE // BETA 0.89
JPM // BETA 1.00