COMP <GO>
IVZ vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Invesco Ltd (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: IVZ 5
— JPM 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $27.76 (-4.34%) • MKT CAP: $12.81B
options-implied-move
7.10%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IVZ VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IVZ | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -3.20% | 17.37% | -20.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 11.25% | -18.14% | +29.39 | IVZ | /fcf-yield <GO> |
| Operating Margin | -10.90% | 42.07% | -52.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | -8.50% | 32.63% | -41.13 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 5.10% | 13.53% | -8.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.94% | 1.96% | +0.98 | IVZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.25 | 0.37 | +0.88 | IVZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | IVZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.10% | 4.84% | +2.26 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.4 | 49.0 | -11.62 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.00 | +0.07 | IVZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 13.6x | +4.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.81B | $895.92B | -$883.10B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IVZ REV | JPM REV | IVZ GROSS % | JPM GROSS % | IVZ FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.38B | $182.45B | 44.0% | — | $1.44B | -$147.78B |
| FY 2024 | $6.07B | $177.56B | 44.0% | — | $1.12B | -$42.01B |
| FY 2023 | $5.72B | $158.10B | 44.0% | — | $1.04B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IVZ // BETA 1.07
JPM // BETA 1.00