COMP <GO>
MC vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Moelis & Company (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: MC 6
— JPM 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $58.59 (-2.32%) • MKT CAP: $4.69B
options-implied-move
6.50%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 42.80% | 17.37% | +25.43 | MC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.2x | 9.7x | +5.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 11.50% | -18.14% | +29.64 | MC | /fcf-yield <GO> |
| Operating Margin | 20.80% | 42.07% | -21.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 19.80% | 32.63% | -12.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 23.10% | 13.53% | +9.57 | MC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.50 | 0.37 | +3.13 | MC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | MC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.7 | 49.0 | +5.64 | MC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.00 | -0.12 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.2x | 13.6x | +1.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $4.69B | $895.92B | -$891.22B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MC REV | JPM REV | MC GROSS % | JPM GROSS % | MC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $540.0M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $415.4M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $158.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MC // BETA 0.88
JPM // BETA 1.00