COMP <GO>
LPLA vs JPM // 10Y YIELD & FRED MACRO BETA
LPL Financial Holdings Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: LPLA 5
— JPM 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: LPLA
LAST: $283.74 (+1.50%) • MKT CAP: $22.01B
macro-sensitivity
1.11
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LPLA VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LPLA | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.50% | 17.37% | -8.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.2x | 9.7x | +7.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -4.46% | -18.14% | +13.68 | LPLA | /fcf-yield <GO> |
| Operating Margin | 6.20% | 42.07% | -35.87 | JPM | /operating-margins <GO> |
| Net Profit Margin | 5.10% | 32.63% | -27.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 37.20% | 13.53% | +23.67 | LPLA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.43% | 1.96% | -1.53 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.73 | 0.37 | +2.36 | LPLA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | LPLA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 4.84% | +2.46 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 33.2 | 49.0 | -15.86 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.11 | 1.00 | +0.11 | LPLA | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.4x | 13.6x | +7.83 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.01B | $895.92B | -$873.90B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LPLA REV | JPM REV | LPLA GROSS % | JPM GROSS % | LPLA FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.99B | $182.45B | 44.0% | — | -$981.8M | -$147.78B |
| FY 2024 | $12.39B | $177.56B | 44.0% | — | -$284.9M | -$42.01B |
| FY 2023 | $10.05B | $158.10B | 44.0% | — | $60.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LPLA // BETA 1.11
JPM // BETA 1.00