COMP <GO>
MORN vs JPM // FREE CASH FLOW YIELD
Morningstar Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: MORN 6
— JPM 8
▲ FREE CASH FLOW YIELD LEADER: MORN
LAST: $226.19 (+1.64%) • MKT CAP: $8.26B
fcf-yield
5.36%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MORN VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MORN | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 61.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 22.90% | 17.37% | +5.53 | MORN | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.6x | 9.7x | +3.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.36% | -18.14% | +23.50 | MORN | /fcf-yield <GO> |
| Operating Margin | 21.50% | 42.07% | -20.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 16.80% | 32.63% | -15.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.50% | 13.53% | -6.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 1.96% | -1.03 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.11 | 0.37 | +3.74 | MORN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | MORN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 4.84% | +2.26 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.1 | 49.0 | +17.06 | MORN | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 1.00 | +0.06 | MORN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.7x | 13.6x | +5.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.26B | $895.92B | -$887.66B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MORN REV | JPM REV | MORN GROSS % | JPM GROSS % | MORN FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.45B | $182.45B | 61.0% | — | $442.6M | -$147.78B |
| FY 2024 | $2.28B | $177.56B | 60.6% | — | $448.9M | -$42.01B |
| FY 2023 | $2.04B | $158.10B | 44.0% | — | $224.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MORN // BETA 1.06
JPM // BETA 1.00