COMP <GO>
JPM vs MS // FREE CASH FLOW YIELD
JPMorgan Chase & Co. (NYSE) VS. Morgan Stanley (NYSE) • 15-METRIC TALLY: JPM 9
— MS 5
▲ FREE CASH FLOW YIELD LEADER: MS
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
LAST: $184.30 (-3.00%) • MKT CAP: $298.41B
fcf-yield
-7.25%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. MS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | MS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | 41.00% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.37% | 3.00% | +14.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 31.0x | -21.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -18.14% | -7.25% | -10.89 | MS | /fcf-yield <GO> |
| Operating Margin | 42.07% | 24.60% | +17.47 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.63% | 20.20% | +12.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 13.53% | 5.50% | +8.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.96% | 2.21% | -0.25 | MS | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.37 | 0.46 | -0.09 | MS | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 5/9 | -3.00 | MS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.84% | 7.00% | -2.16 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.0 | 43.3 | +5.76 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.04 | -0.04 | MS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.6x | 16.5x | -2.93 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $895.92B | $298.41B | $597.51B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | MS REV | JPM GROSS % | MS GROSS % | JPM FCF | MS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | $0 | — | — | -$147.78B | -$17.89B |
| FY 2024 | $177.56B | $0 | — | — | -$42.01B | $1.36B |
| FY 2023 | $158.10B | $0 | — | — | $12.97B | -$33.54B |
| FY 2022 | $128.69B | — | — | — | $107.12B | — |
| FY 2021 | $121.65B | — | — | — | $78.08B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
MS // BETA 1.04