COMP <GO>
RJF vs JPM // FREE CASH FLOW YIELD
Raymond James Financial Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: RJF 4
— JPM 10
▲ FREE CASH FLOW YIELD LEADER: RJF
LAST: $157.22 (-2.52%) • MKT CAP: $31.03B
fcf-yield
7.24%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 17.37% | -11.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 9.7x | +9.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 7.24% | -18.14% | +25.38 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 42.07% | -25.67 | JPM | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 32.63% | -19.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.60% | 13.53% | -6.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.87 | 0.37 | +0.50 | RJF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.70% | 4.84% | +1.86 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 44.7 | 49.0 | -4.32 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.00 | -0.06 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 13.6x | -0.07 | RJF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.03B | $895.92B | -$864.89B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | JPM REV | RJF GROSS % | JPM GROSS % | RJF FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $182.45B | 44.0% | — | $2.25B | -$147.78B |
| FY 2024 | $14.92B | $177.56B | 44.0% | — | $1.95B | -$42.01B |
| FY 2023 | $12.99B | $158.10B | 44.0% | — | -$4.10B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
JPM // BETA 1.00