COMP <GO>
PRU vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Prudential Financial Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: PRU 8
— JPM 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $116.45 (-0.36%) • MKT CAP: $40.32B
options-implied-move
6.90%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PRU VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PRU | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 10.90% | 17.37% | -6.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 5.9x | 9.7x | -3.77 | PRU | /valuation <GO> |
| Free Cash Flow Yield | 8.77% | -18.14% | +26.91 | PRU | /fcf-yield <GO> |
| Operating Margin | 7.20% | 42.07% | -34.87 | JPM | /operating-margins <GO> |
| Net Profit Margin | 5.90% | 32.63% | -26.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -13.70% | 13.53% | -27.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.78% | 1.96% | +2.82 | PRU | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | PRU | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | PRU | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.4 | 49.0 | +3.34 | PRU | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 1.00 | +0.01 | PRU | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.5x | 13.6x | -3.07 | PRU | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $40.32B | $895.92B | -$855.59B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PRU REV | JPM REV | PRU GROSS % | JPM GROSS % | PRU FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $60.77B | $182.45B | 44.0% | — | $3.54B | -$147.78B |
| FY 2024 | $70.41B | $177.56B | 44.0% | — | $5.33B | -$42.01B |
| FY 2023 | $53.98B | $158.10B | 44.0% | — | $4.08B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PRU // BETA 1.01
JPM // BETA 1.00