COMP <GO>
SPGI vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
S&P Global Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SPGI 6
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $466.55 (+1.28%) • MKT CAP: $133.55B
roic
12.20%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SPGI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SPGI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 70.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 12.20% | 17.37% | -5.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.4x | 9.7x | +10.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 3.71% | -18.14% | +21.85 | SPGI | /fcf-yield <GO> |
| Operating Margin | 42.20% | 42.07% | +0.13 | SPGI | /operating-margins <GO> |
| Net Profit Margin | 29.20% | 32.63% | -3.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.90% | 13.53% | -5.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.88% | 1.96% | -1.08 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.31 | 0.37 | +3.94 | SPGI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | SPGI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 4.84% | +2.56 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 77.3 | 49.0 | +28.24 | SPGI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 1.00 | +0.15 | SPGI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.8x | 13.6x | +14.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $133.55B | $895.92B | -$762.37B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SPGI REV | JPM REV | SPGI GROSS % | JPM GROSS % | SPGI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.34B | $182.45B | 70.2% | — | $4.96B | -$147.78B |
| FY 2024 | $14.21B | $177.56B | 69.3% | — | $5.05B | -$42.01B |
| FY 2023 | $12.50B | $158.10B | 44.0% | — | $3.15B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SPGI // BETA 1.15
JPM // BETA 1.00