COMP <GO>
SEIC vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
SEI Investments Company (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SEIC 5
— JPM 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $103.42 (-1.25%) • MKT CAP: $12.42B
options-implied-move
7.20%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SEIC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SEIC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 35.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 24.20% | 17.37% | +6.83 | SEIC | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.6x | 9.7x | +8.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.71% | -18.14% | +22.85 | SEIC | /fcf-yield <GO> |
| Operating Margin | 27.30% | 42.07% | -14.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 31.10% | 32.63% | -1.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.10% | 13.53% | -5.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.00% | 1.96% | -0.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.42 | 0.37 | +3.05 | SEIC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | SEIC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.20% | 4.84% | +2.36 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.3 | 49.0 | -2.80 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 1.00 | +0.10 | SEIC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.2x | 13.6x | +2.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.42B | $895.92B | -$883.50B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SEIC REV | JPM REV | SEIC GROSS % | JPM GROSS % | SEIC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.30B | $182.45B | 35.2% | — | $585.0M | -$147.78B |
| FY 2024 | $2.13B | $177.56B | 32.9% | — | $590.1M | -$42.01B |
| FY 2023 | $1.92B | $158.10B | 44.0% | — | $360.6M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SEIC // BETA 1.10
JPM // BETA 1.00