COMP <GO>
LAZ vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Lazard Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: LAZ 7
— JPM 7
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $38.35 (-3.01%) • MKT CAP: $3.86B
options-implied-move
6.90%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LAZ VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LAZ | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.40% | 17.37% | +7.03 | LAZ | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.4x | 9.7x | +1.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 12.62% | -18.14% | +30.76 | LAZ | /fcf-yield <GO> |
| Operating Margin | 10.30% | 42.07% | -31.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 7.40% | 32.63% | -25.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 1.50% | 13.53% | -12.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.83% | 1.96% | +2.87 | LAZ | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.03 | 0.37 | +1.66 | LAZ | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | LAZ | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.4 | 49.0 | +5.34 | LAZ | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.00 | +0.01 | LAZ | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 13.6x | +1.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.86B | $895.92B | -$892.05B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LAZ REV | JPM REV | LAZ GROSS % | JPM GROSS % | LAZ FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.19B | $182.45B | 44.0% | — | $487.4M | -$147.78B |
| FY 2024 | $3.14B | $177.56B | 44.0% | — | $697.3M | -$42.01B |
| FY 2023 | $2.59B | $158.10B | 44.0% | — | $48.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LAZ // BETA 1.01
JPM // BETA 1.00