COMP <GO>
GS vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
The Goldman Sachs Group, Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: GS 7
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $894.55 (-3.58%) • MKT CAP: $260.83B
roic
17.09%
LAST: $337.04 (-1.90%) • MKT CAP: $900.38B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (GS VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | GS | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.09% | 17.37% | -0.28 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.2x | 9.7x | -0.54 | GS | /valuation <GO> |
| Free Cash Flow Yield | -15.92% | -18.05% | +2.13 | GS | /fcf-yield <GO> |
| Operating Margin | 39.72% | 42.07% | -2.35 | JPM | /operating-margins <GO> |
| Net Profit Margin | 31.68% | 32.63% | -0.95 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 17.77% | 13.53% | +4.24 | GS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.24% | 1.96% | +0.28 | GS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.32 | 0.37 | -0.05 | JPM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | GS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.88% | 4.84% | +2.04 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.9 | 49.0 | -4.12 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.21 | 1.00 | +0.21 | GS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.1x | 13.6x | -0.48 | GS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $260.83B | $900.38B | -$639.55B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | GS REV | JPM REV | GS GROSS % | JPM GROSS % | GS FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $58.28B | $182.45B | — | — | -$47.22B | -$147.78B |
| FY 2024 | $53.51B | $177.56B | — | — | -$15.30B | -$42.01B |
| FY 2023 | $46.25B | $158.10B | — | — | -$14.90B | $12.97B |
| FY 2022 | $47.37B | $128.69B | — | — | $4.96B | $107.12B |
| FY 2021 | $59.34B | $121.65B | — | — | $1.63B | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
GS // BETA 1.21
JPM // BETA 1.00