COMP <GO>
SMFG vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Sumitomo Mitsui Financial Group Inc Unsponsored American (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SMFG 3
— JPM 11
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $24.20 (-1.87%) • MKT CAP: $157.38B
roic
9.90%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SMFG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SMFG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.90% | 17.37% | -7.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 21.0x | 9.7x | +11.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | -18.14% | +20.35 | SMFG | /fcf-yield <GO> |
| Operating Margin | 13.90% | 42.07% | -28.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 32.63% | -21.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -2.20% | 13.53% | -15.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.74 | 0.37 | +3.37 | SMFG | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | SMFG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.80% | 4.84% | +1.96 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.8 | 49.0 | -7.29 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.00 | -0.03 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 13.6x | +16.93 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $157.38B | $895.92B | -$738.54B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SMFG REV | JPM REV | SMFG GROSS % | JPM GROSS % | SMFG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | — | $182.45B | — | — | — | -$147.78B |
| FY 2024 | — | $177.56B | — | — | — | -$42.01B |
| FY 2023 | — | $158.10B | — | — | — | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SMFG // BETA 0.97
JPM // BETA 1.00