COMP <GO>
SST vs JF // REVENUE GROWTH (YOY)
System1 Inc. (Class A) (NYSE) VS. J and Friends Holdings Limited (NASDAQ) • 15-METRIC TALLY: SST 5
— JF 4
▲ REVENUE GROWTH (YOY) LEADER: SST
LAST: $1.77 (-2.21%) • MKT CAP: $18.6M
revenue-growth
-22.60%
LAST: $0.93 (+1.65%) • MKT CAP: $17.0M
revenue-growth
-65.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SST VS. JF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SST | JF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.70% | 71.50% | -33.80 | JF | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -28.50% | -32.20% | +3.70 | SST | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -22.59% | 0.86% | -23.45 | JF | /fcf-yield <GO> |
| Operating Margin | -23.30% | -60.00% | +36.70 | SST | /operating-margins <GO> |
| Net Profit Margin | -24.60% | -60.00% | +35.40 | SST | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | -22.60% | -65.00% | +42.40 | SST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.20 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 6/9 | -2.00 | JF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.4 | 49.2 | -14.80 | JF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $18.6M | $17.0M | $1.6M | SST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SST REV | JF REV | SST GROSS % | JF GROSS % | SST FCF | JF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $266.1M | $1.6M | 37.7% | 71.5% | -$4.2M | $146.0K |
| FY 2024 | $343.9M | $4.8M | 29.5% | 63.5% | -$5.3M | -$2.1M |
| FY 2023 | $402.0M | $7.4M | — | — | -$24.7M | $1.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SST // BETA —
JF // BETA —