COMP <GO>
JPM vs GS // DIVIDEND YIELD & FCF PAYOUT SAFETY
JPMorgan Chase & Co. (NYSE) VS. The Goldman Sachs Group, Inc. (NYSE) • 15-METRIC TALLY: JPM 7
— GS 7
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: GS
LAST: $337.04 (-1.90%) • MKT CAP: $900.38B
dividend-safety
1.96%
LAST: $894.55 (-3.58%) • MKT CAP: $260.83B
dividend-safety
2.24%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. GS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | GS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.37% | 17.09% | +0.28 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.2x | +0.54 | GS | /valuation <GO> |
| Free Cash Flow Yield | -18.05% | -15.92% | -2.13 | GS | /fcf-yield <GO> |
| Operating Margin | 42.07% | 39.72% | +2.35 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.63% | 31.68% | +0.95 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 13.53% | 17.77% | -4.24 | GS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 1.96% | 2.24% | -0.28 | GS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.37 | 0.32 | +0.05 | JPM | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | GS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.84% | 6.88% | -2.04 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.0 | 44.9 | +4.12 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.21 | -0.21 | GS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 13.1x | +0.48 | GS | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $900.38B | $260.83B | $639.55B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | GS REV | JPM GROSS % | GS GROSS % | JPM FCF | GS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | $58.28B | — | — | -$147.78B | -$47.22B |
| FY 2024 | $177.56B | $53.51B | — | — | -$42.01B | -$15.30B |
| FY 2023 | $158.10B | $46.25B | — | — | $12.97B | -$14.90B |
| FY 2022 | $128.69B | $47.37B | — | — | $107.12B | $4.96B |
| FY 2021 | $121.65B | $59.34B | — | — | $78.08B | $1.63B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
GS // BETA 1.21