COMP <GO>
NBHC vs JPM // GROSS PROFIT MARGIN
National Bank Holdings Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: NBHC 4
— JPM 5
■ METRIC PARITY
LAST: $37.56 (+0.21%) • MKT CAP: $1.67B
gross-margins
—
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NBHC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NBHC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.90% | 17.37% | -9.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.71% | -18.14% | +27.85 | NBHC | /fcf-yield <GO> |
| Operating Margin | — | 42.07% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.63% | +35.37 | NBHC | /net-margins <GO> |
| Revenue Growth (YoY) | 2.10% | 13.53% | -11.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.75% | 1.96% | +0.79 | NBHC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | NBHC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.6 | 55.1 | -17.45 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 13.6x | +0.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.67B | $913.30B | -$911.63B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NBHC REV | JPM REV | NBHC GROSS % | JPM GROSS % | NBHC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $47.1M | $182.45B | — | — | $162.4M | -$147.78B |
| FY 2024 | $46.2M | $177.56B | — | — | $155.3M | -$42.01B |
| FY 2023 | $46.9M | $158.10B | — | — | $166.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NBHC // BETA —
JPM // BETA 1.00