COMP <GO>
JEPQ vs QQQ // PIOTROSKI F-SCORE QUALITY
JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ) VS. Invesco QQQ Trust (Nasdaq-100) (NASDAQ) • 15-METRIC TALLY: JEPQ 2
— QQQ 2
■ METRIC PARITY
LAST: $57.58 (-3.03%) • MKT CAP: $21.00B
piotroski-score
7/9
LAST: $690.49 (-3.47%) • MKT CAP: $325.00B
piotroski-score
7/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JEPQ VS. QQQ)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JEPQ | QQQ | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 58.00% | 58.00% | 0.00 | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 19.50% | 19.50% | 0.00 | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.80% | 3.40% | +1.40 | JEPQ | /fcf-yield <GO> |
| Operating Margin | 24.00% | 24.00% | 0.00 | TIE | /operating-margins <GO> |
| Net Profit Margin | 18.50% | 18.50% | 0.00 | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 9.20% | 9.20% | 0.00 | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.80% | 1.30% | +6.50 | JEPQ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.80 | 4.80 | 0.00 | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 7/9 | 7/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 3.20% | 3.20% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.5 | 34.9 | -0.40 | QQQ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 19.8x | 19.8x | 0.00 | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $21.00B | $325.00B | -$304.00B | QQQ | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JEPQ REV | QQQ REV | JEPQ GROSS % | QQQ GROSS % | JEPQ FCF | QQQ FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT JEPQ FA <GO> AND QQQ FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JEPQ // BETA 1.00
QQQ // BETA 1.00