COMP <GO>
SMA vs JPM // GROSS PROFIT MARGIN
SmartStop Self Storage REIT Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SMA 5
— JPM 5
■ METRIC PARITY
LAST: $36.53 (+2.15%) • MKT CAP: $1.98B
gross-margins
—
LAST: $337.04 (-1.90%) • MKT CAP: $913.30B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMA VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMA | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.10% | 17.37% | -13.27 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.6x | 9.7x | +22.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.29% | -18.14% | +22.43 | SMA | /fcf-yield <GO> |
| Operating Margin | 21.00% | 42.07% | -21.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | -0.60% | 32.63% | -33.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 18.60% | 13.53% | +5.07 | SMA | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.78% | 1.96% | +1.82 | SMA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | SMA | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.3 | 55.1 | +8.20 | SMA | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.3x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.98B | $913.30B | -$911.32B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMA REV | JPM REV | SMA GROSS % | JPM GROSS % | SMA FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $281.1M | $182.45B | — | — | $85.0M | -$147.78B |
| FY 2024 | $237.0M | $177.56B | — | — | $64.0M | -$42.01B |
| FY 2023 | $233.0M | $158.10B | — | — | $73.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMA // BETA —
JPM // BETA 1.00