COMP <GO>
SF vs JPM // GROSS PROFIT MARGIN
Stifel Financial Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SF 6
— JPM 8
■ METRIC PARITY
LAST: $66.69 (-2.44%) • MKT CAP: $10.32B
gross-margins
41.00%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
gross-margins
—
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 ACTIVE | 41.00% | — | — | 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 | 0.54 | 0.37 | +0.17 | SF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | SF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 4.84% | +2.26 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 37.9 | 49.0 | -11.14 | 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 | $895.92B | -$885.59B | 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 | 44.0% | — | $947.3M | -$147.78B |
| FY 2024 | $3.29B | $177.56B | 44.0% | — | $342.2M | -$42.01B |
| FY 2023 | $2.71B | $158.10B | 44.0% | — | $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