COMP <GO>
LNC vs JPM // EV/EBITDA & P/E VALUATION
Lincoln National Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: LNC 4
— JPM 8
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $41.37 (+1.75%) • MKT CAP: $7.92B
valuation
60.3x
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LNC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LNC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.90% | 17.37% | -16.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 60.3x | 9.7x | +50.63 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -12.46% | -18.14% | +5.68 | LNC | /fcf-yield <GO> |
| Operating Margin | 7.90% | 42.07% | -34.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 6.50% | 32.63% | -26.13 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -1.20% | 13.53% | -14.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.10% | 1.96% | +2.14 | LNC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 2/9 | +1.00 | LNC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.8 | 55.1 | -1.30 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.93 | 1.00 | -0.07 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 6.2x | 13.6x | -7.37 | LNC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.92B | $913.30B | -$905.38B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LNC REV | JPM REV | LNC GROSS % | JPM GROSS % | LNC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $18.21B | $182.45B | — | — | -$986.5M | -$147.78B |
| FY 2024 | $18.44B | $177.56B | — | — | -$2.84B | -$42.01B |
| FY 2023 | $11.64B | $158.10B | — | — | -$2.60B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LNC // BETA 0.93
JPM // BETA 1.00