COMP <GO>
RLI vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
RLI Corp. Common Stock (DE) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: RLI 6
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $65.23 (+0.94%) • MKT CAP: $5.93B
roic
13.50%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RLI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RLI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 13.50% | 17.37% | -3.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.2x | 9.7x | +4.53 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 10.27% | -18.14% | +28.41 | RLI | /fcf-yield <GO> |
| Operating Margin | 26.10% | 42.07% | -15.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 21.40% | 32.63% | -11.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.30% | 13.53% | -7.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.08% | 1.96% | +2.12 | RLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 0.37 | +1.61 | RLI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | RLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 4.84% | +2.46 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.3 | 49.0 | +17.23 | RLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.00 | +0.13 | RLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 13.6x | +0.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.93B | $895.92B | -$889.99B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RLI REV | JPM REV | RLI GROSS % | JPM GROSS % | RLI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.88B | $182.45B | 44.0% | — | $608.7M | -$147.78B |
| FY 2024 | $1.77B | $177.56B | 44.0% | — | $555.5M | -$42.01B |
| FY 2023 | $1.51B | $158.10B | 44.0% | — | $396.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RLI // BETA 1.13
JPM // BETA 1.00