COMP <GO>
PWP vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Perella Weinberg Partners (Class A) (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: PWP 4
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PWP
LAST: $14.00 (+8.19%) • MKT CAP: $1.36B
roic
55.70%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PWP VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PWP | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 55.70% | 17.37% | +38.33 | PWP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.4x | 9.7x | +11.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 2.24% | -18.14% | +20.38 | PWP | /fcf-yield <GO> |
| Operating Margin | 6.40% | 42.07% | -35.67 | JPM | /operating-margins <GO> |
| Net Profit Margin | 6.40% | 32.63% | -26.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -14.50% | 13.53% | -28.03 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.68% | 1.96% | -0.28 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | PWP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 56.3 | 55.1 | +1.23 | PWP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 26.4x | 13.6x | +12.83 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.36B | $913.30B | -$911.94B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PWP REV | JPM REV | PWP GROSS % | JPM GROSS % | PWP FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $750.9M | $182.45B | — | — | $30.5M | -$147.78B |
| FY 2024 | $878.0M | $177.56B | — | — | $207.0M | -$42.01B |
| FY 2023 | $648.7M | $158.10B | — | — | $145.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PWP // BETA —
JPM // BETA 1.00