COMP <GO>
JEF vs JPM // FREE CASH FLOW YIELD
Jefferies Financial Group Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: JEF 6
— JPM 8
▲ FREE CASH FLOW YIELD LEADER: JEF
LAST: $46.12 (-6.16%) • MKT CAP: $11.29B
fcf-yield
12.51%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEF VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEF | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 96.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 6.00% | 17.37% | -11.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 12.4x | 9.7x | +2.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 12.51% | -18.14% | +30.65 | JEF | /fcf-yield <GO> |
| Operating Margin | 32.80% | 42.07% | -9.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 25.60% | 32.63% | -7.03 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 14.20% | 13.53% | +0.67 | JEF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.31% | 1.96% | +1.35 | JEF | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.54 | 0.37 | +0.17 | JEF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | JEF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 4.84% | +1.86 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.6 | 49.0 | -0.41 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.95 | 1.00 | -0.05 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.6x | 13.6x | -6.97 | JEF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.29B | $895.92B | -$884.63B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEF REV | JPM REV | JEF GROSS % | JPM GROSS % | JEF FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.55B | $182.45B | 96.6% | — | -$207.5M | -$147.78B |
| FY 2024 | $4.86B | $177.56B | 95.8% | — | -$250.6M | -$42.01B |
| FY 2023 | $3.23B | $158.10B | 44.0% | — | -$2.08B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEF // BETA 0.95
JPM // BETA 1.00