COMP <GO>
SF vs JPM // ALTMAN Z-SCORE & DEBT/EQUITY
Stifel Financial Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SF 5
— JPM 7
■ METRIC PARITY
LAST: $68.36 (+2.21%) • MKT CAP: $10.32B
balance-sheet
—
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
balance-sheet
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SF VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SF | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.40% | 17.37% | -13.97 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 24.5x | 9.7x | +14.83 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 9.18% | -18.14% | +27.32 | SF | /fcf-yield <GO> |
| Operating Margin | 20.90% | 42.07% | -21.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 17.10% | 32.63% | -15.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 14.50% | 13.53% | +0.97 | SF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | SF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.0 | 55.1 | -9.10 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 1.00 | +0.05 | SF | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 13.6x | -0.17 | SF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.32B | $913.30B | -$902.98B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SF REV | JPM REV | SF GROSS % | JPM GROSS % | SF FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.77B | $182.45B | — | — | $947.3M | -$147.78B |
| FY 2024 | $3.29B | $177.56B | — | — | $342.2M | -$42.01B |
| FY 2023 | $2.71B | $158.10B | — | — | $377.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SF // BETA 1.05
JPM // BETA 1.00