COMP <GO>
PFG vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Principal Financial Group Inc (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: PFG 6
— JPM 8
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $111.63 (-1.78%) • MKT CAP: $24.33B
options-implied-move
7.00%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PFG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PFG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.80% | 17.37% | -16.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 74.2x | 9.7x | +64.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 15.75% | -18.14% | +33.89 | PFG | /fcf-yield <GO> |
| Operating Margin | 9.80% | 42.07% | -32.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 8.00% | 32.63% | -24.63 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -3.10% | 13.53% | -16.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.81% | 1.96% | +0.85 | PFG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | PFG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | PFG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.00% | 4.84% | +2.16 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 49.0 | +3.53 | PFG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.03 | 1.00 | +0.03 | PFG | /macro-sensitivity <GO> |
| Forward P/E Multiple | 18.0x | 13.6x | +4.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $24.33B | $895.92B | -$871.58B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PFG REV | JPM REV | PFG GROSS % | JPM GROSS % | PFG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.63B | $182.45B | 44.0% | — | $3.83B | -$147.78B |
| FY 2024 | $16.13B | $177.56B | 44.0% | — | $3.88B | -$42.01B |
| FY 2023 | $13.67B | $158.10B | 44.0% | — | $3.18B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PFG // BETA 1.03
JPM // BETA 1.00