COMP <GO>
JPM vs BRK-B // RETURN ON INVESTED CAPITAL (ROIC)
JPMorgan Chase & Co. (NYSE) VS. Berkshire Hathaway Inc. (NYSE) • 15-METRIC TALLY: JPM 7
— BRK-B 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $337.04 (-1.90%) • MKT CAP: $900.38B
roic
17.37%
LAST: $542.49 (+0.10%) • MKT CAP: $1.16T
roic
11.47%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. BRK-B)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | BRK-B | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.37% | 11.47% | +5.90 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.7x | 0.00 | TIE | /valuation <GO> |
| Free Cash Flow Yield | -18.05% | 2.08% | -20.13 | BRK-B | /fcf-yield <GO> |
| Operating Margin | 42.07% | 27.80% | +14.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.63% | 22.30% | +10.33 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 13.53% | 3.93% | +9.60 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.96% | 0.00% | +1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.37 | 2.85 | -2.48 | BRK-B | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | BRK-B | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.84% | 3.55% | +1.29 | BRK-B | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.0 | 66.8 | -17.77 | BRK-B | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.61 | +0.39 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 24.3x | -10.77 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $900.38B | $1.16T | -$264.36B | BRK-B | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | BRK-B REV | JPM GROSS % | BRK-B GROSS % | JPM FCF | BRK-B FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | $371.44B | — | — | -$147.78B | $25.04B |
| FY 2024 | $177.56B | $371.43B | — | — | -$42.01B | $11.62B |
| FY 2023 | $158.10B | $364.48B | — | — | $12.97B | $29.79B |
| FY 2022 | $128.69B | $302.02B | — | — | $107.12B | $21.89B |
| FY 2021 | $121.65B | $276.19B | — | — | $78.08B | $26.15B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
BRK-B // BETA 0.61