COMP <GO>
JPM vs BAC // ALTMAN Z-SCORE & DEBT/EQUITY
JPMorgan Chase & Co. (NYSE) VS. Bank of America Corporation (NYSE) • 15-METRIC TALLY: JPM 9
— BAC 3
■ METRIC PARITY
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
balance-sheet
—
LAST: $51.14 (+0.57%) • MKT CAP: $357.61B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. BAC)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | BAC | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.37% | 2.50% | +14.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 30.2x | -20.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -18.14% | 2.10% | -20.24 | BAC | /fcf-yield <GO> |
| Operating Margin | 42.07% | 32.90% | +9.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.63% | 27.00% | +5.63 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 13.53% | 6.80% | +6.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.96% | 0.00% | +1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 7/9 | -5.00 | BAC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.84% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.1 | 38.3 | +16.80 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.90 | +0.10 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 10.9x | +2.67 | BAC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $913.30B | $357.61B | $555.69B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | BAC REV | JPM GROSS % | BAC GROSS % | JPM FCF | BAC FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | $113.10B | — | — | -$147.78B | $7.52B |
| FY 2024 | $177.56B | $105.86B | — | — | -$42.01B | -$13.57B |
| FY 2023 | $158.10B | $102.77B | — | — | $12.97B | $40.36B |
| FY 2022 | $128.69B | — | — | — | $107.12B | — |
| FY 2021 | $121.65B | — | — | — | $78.08B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
BAC // BETA 0.90