COMP <GO>
HOPE vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Hope Bancorp Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: HOPE 2
— JPM 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $13.58 (-2.16%) • MKT CAP: $1.73B
roic
2.70%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HOPE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HOPE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.70% | 17.37% | -14.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 8.73% | -18.14% | +26.87 | HOPE | /fcf-yield <GO> |
| Operating Margin | — | 42.07% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 32.63% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 13.53% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | HOPE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.9 | 55.1 | -16.22 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.0x | 13.6x | +12.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.73B | $913.30B | -$911.56B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HOPE REV | JPM REV | HOPE GROSS % | JPM GROSS % | HOPE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $151.5M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $106.9M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $473.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HOPE // BETA —
JPM // BETA 1.00