COMP <GO>
GL vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Globe Life Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: GL 5
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: GL
LAST: $160.45 (+1.31%) • MKT CAP: $12.33B
roic
24.30%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GL VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GL | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 24.30% | 17.37% | +6.93 | GL | /roic <GO> |
| EV/EBITDA & P/E Valuation | 7.1x | 9.7x | -2.57 | GL | /valuation <GO> |
| Free Cash Flow Yield | 10.17% | -18.14% | +28.31 | GL | /fcf-yield <GO> |
| Operating Margin | 23.60% | 42.07% | -18.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 19.40% | 32.63% | -13.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.70% | 13.53% | -9.83 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.70% | 1.96% | -1.26 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | GL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.6 | 55.1 | -13.50 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 9.9x | 13.6x | -3.67 | GL | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.33B | $913.30B | -$900.97B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GL REV | JPM REV | GL GROSS % | JPM GROSS % | GL FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.99B | $182.45B | — | — | $1.25B | -$147.78B |
| FY 2024 | $5.78B | $177.56B | — | — | $1.33B | -$42.01B |
| FY 2023 | $5.45B | $158.10B | — | — | $1.24B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GL // BETA 0.91
JPM // BETA 1.00