COMP <GO>
PRI vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Primerica Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: PRI 5
— JPM 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $281.09 (-0.87%) • MKT CAP: $8.73B
roic
5.20%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 5.20% | 17.37% | -12.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.7x | 9.7x | +13.03 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.63% | -18.14% | +26.77 | PRI | /fcf-yield <GO> |
| Operating Margin | 13.90% | 42.07% | -28.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 32.63% | -21.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 13.53% | -6.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.11% | 1.96% | +1.15 | PRI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.09 | 0.37 | +0.72 | PRI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | PRI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 4.84% | +1.96 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.0 | 49.0 | +0.91 | PRI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.00 | -0.03 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.7x | 13.6x | +9.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.73B | $895.92B | -$887.19B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRI REV | JPM REV | PRI GROSS % | JPM GROSS % | PRI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.29B | $182.45B | 44.0% | — | $753.1M | -$147.78B |
| FY 2024 | $3.09B | $177.56B | 44.0% | — | $723.1M | -$42.01B |
| FY 2023 | $2.75B | $158.10B | 44.0% | — | $568.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRI // BETA 0.97
JPM // BETA 1.00