COMP <GO>
HUIZ vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Huize Holding Limited (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: HUIZ 5
— JPM 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $2.23 (+6.19%) • MKT CAP: $22.5M
roic
3.10%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (HUIZ VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | HUIZ | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.10% | 17.37% | -14.27 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.8x | 9.7x | -3.87 | HUIZ | /valuation <GO> |
| Free Cash Flow Yield | 6.11% | -18.14% | +24.25 | HUIZ | /fcf-yield <GO> |
| Operating Margin | 0.40% | 42.07% | -41.67 | JPM | /operating-margins <GO> |
| Net Profit Margin | 0.30% | 32.63% | -32.33 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 32.20% | 13.53% | +18.67 | HUIZ | /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 | 7/9 | 2/9 | +5.00 | HUIZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 55.1 | +11.04 | HUIZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 32.8x | 13.6x | +19.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.5M | $913.30B | -$913.28B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | HUIZ REV | JPM REV | HUIZ GROSS % | JPM GROSS % | HUIZ FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $226.3M | $182.45B | — | — | $1.4M | -$147.78B |
| FY 2024 | $171.1M | $177.56B | — | — | -$3.2M | -$42.01B |
| FY 2023 | $168.4M | $158.10B | — | — | $19.3M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
HUIZ // BETA —
JPM // BETA 1.00