COMP <GO>
SIEB vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Siebert Financial Corp. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SIEB 2
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $1.83 (-2.14%) • MKT CAP: $77.3M
roic
6.20%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SIEB VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SIEB | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 6.20% | 17.37% | -11.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.8x | 9.7x | +0.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 12.54% | -18.14% | +30.68 | SIEB | /fcf-yield <GO> |
| Operating Margin | 5.90% | 42.07% | -36.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | — | 32.63% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 12.30% | 13.53% | -1.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 2/9 | +2.00 | SIEB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 38.9 | 55.1 | -16.24 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $77.3M | $913.30B | -$913.22B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SIEB REV | JPM REV | SIEB GROSS % | JPM GROSS % | SIEB FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $94.2M | $182.45B | — | — | $9.7M | -$147.78B |
| FY 2024 | $83.9M | $177.56B | — | — | $9.8M | -$42.01B |
| FY 2023 | $71.5M | $158.10B | — | — | -$4.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SIEB // BETA —
JPM // BETA 1.00