COMP <GO>
JPM vs V // 10Y YIELD & FRED MACRO BETA
JPMorgan Chase & Co. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: JPM 5
— V 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: V
LAST: $352.11 (+4.18%) • MKT CAP: $933.85B
macro-sensitivity
1.00
LAST: $436.57 (+3.84%) • MKT CAP: $760.28B
macro-sensitivity
1.06
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.72% | 32.30% | -14.58 | V | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.9x | 28.9x | -18.98 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -9.01% | 2.90% | -11.91 | V | /fcf-yield <GO> |
| Operating Margin | 41.98% | 60.00% | -18.02 | V | /operating-margins <GO> |
| Net Profit Margin | 32.48% | 50.10% | -17.62 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 13.23% | 11.30% | +1.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 0.63% | +1.24 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.38 | 9.09 | -8.71 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 9/9 | -6.00 | V | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.23% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.3 | 74.2 | -10.95 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.00 | 1.06 | -0.06 | V | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.3x | 34.0x | -20.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $933.85B | $760.28B | $173.57B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | V REV | JPM GROSS % | V GROSS % | JPM FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | $40.00B | — | — | -$147.78B | $21.26B |
| FY 2024 | $177.56B | $35.93B | — | — | -$42.01B | $18.33B |
| FY 2023 | $158.10B | $32.65B | — | — | $12.97B | $19.29B |
| FY 2022 | $128.69B | — | — | — | $107.12B | — |
| FY 2021 | $121.65B | — | — | — | $78.08B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
V // BETA 1.06