COMP <GO>
FHI vs JPM // RSI-14 & 200D SMA MOMENTUM
Federated Hermes Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: FHI 9
— JPM 5
▲ RSI-14 & 200D SMA MOMENTUM LEADER: FHI
LAST: $58.48 (+0.81%) • MKT CAP: $4.33B
rsi-technicals
58.0
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
rsi-technicals
49.0
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 39.80% | 17.37% | +22.43 | FHI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.0x | 9.7x | -1.67 | FHI | /valuation <GO> |
| Free Cash Flow Yield | 6.80% | -18.14% | +24.94 | FHI | /fcf-yield <GO> |
| Operating Margin | 28.50% | 42.07% | -13.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 22.40% | 32.63% | -10.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 10.30% | 13.53% | -3.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.42% | 1.96% | +0.46 | FHI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 5.52 | 0.37 | +5.15 | FHI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | FHI | /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 ACTIVE | 58.0 | 49.0 | +8.98 | FHI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.00 | +0.03 | FHI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 13.6x | -3.57 | FHI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.33B | $895.92B | -$891.58B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHI REV | JPM REV | FHI GROSS % | JPM GROSS % | FHI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.80B | $182.45B | 44.0% | — | $294.6M | -$147.78B |
| FY 2024 | $1.63B | $177.56B | 44.0% | — | $342.5M | -$42.01B |
| FY 2023 | $1.61B | $158.10B | 44.0% | — | $239.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHI // BETA 1.03
JPM // BETA 1.00