COMP <GO>
JCAP vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Jefferson Capital Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: JCAP 8
— JPM 3
■ METRIC PARITY
LAST: $19.93 (+2.52%) • MKT CAP: $1.14B
options-implied-move
—
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JCAP VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JCAP | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 55.20% | 17.37% | +37.83 | JCAP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 3.5x | 9.7x | -6.17 | JCAP | /valuation <GO> |
| Free Cash Flow Yield | 23.49% | -18.14% | +41.63 | JCAP | /fcf-yield <GO> |
| Operating Margin | 51.60% | 42.07% | +9.53 | JCAP | /operating-margins <GO> |
| Net Profit Margin | 30.60% | 32.63% | -2.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 41.50% | 13.53% | +27.97 | JCAP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.54% | 1.96% | +3.58 | JCAP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | JCAP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 43.3 | 55.1 | -11.80 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 5.1x | 13.6x | -8.47 | JCAP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.14B | $913.30B | -$912.16B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JCAP REV | JPM REV | JCAP GROSS % | JPM GROSS % | JCAP FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $613.3M | $182.45B | — | — | $268.8M | -$147.78B |
| FY 2024 | $433.3M | $177.56B | — | — | $168.2M | -$42.01B |
| FY 2023 | $323.1M | $158.10B | — | — | $120.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JCAP // BETA —
JPM // BETA 1.00