COMP <GO>
SCHW vs JPM // NET PROFIT MARGIN
Charles Schwab Corporation (The) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SCHW 4
— JPM 10
▲ NET PROFIT MARGIN LEADER: JPM
LAST: $88.05 (-1.59%) • MKT CAP: $154.72B
net-margins
0.00%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
net-margins
32.63%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SCHW VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SCHW | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.00% | 17.37% | -17.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 5.66% | -18.14% | +23.80 | SCHW | /fcf-yield <GO> |
| Operating Margin | 0.00% | 42.07% | -42.07 | JPM | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 0.00% | 32.63% | -32.63 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 22.00% | 13.53% | +8.47 | SCHW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.51% | 1.96% | -0.45 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.49 | 0.37 | +0.12 | SCHW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | SCHW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 27.7 | 49.0 | -21.35 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.00 | -0.01 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 13.6x | +126.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $154.72B | $895.92B | -$741.19B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SCHW REV | JPM REV | SCHW GROSS % | JPM GROSS % | SCHW FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $23.92B | $182.45B | 44.0% | — | $8.76B | -$147.78B |
| FY 2024 | $19.61B | $177.56B | 44.0% | — | $2.05B | -$42.01B |
| FY 2023 | $18.84B | $158.10B | 44.0% | — | $18.74B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SCHW // BETA 0.99
JPM // BETA 1.00