COMP <GO>
STT vs JPM // EV/EBITDA & P/E VALUATION
State Street Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: STT 4
— JPM 8
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $173.75 (+0.12%) • MKT CAP: $47.27B
valuation
32.4x
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.30% | 17.37% | -15.07 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 32.4x | 9.7x | +22.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 22.00% | -18.14% | +40.14 | STT | /fcf-yield <GO> |
| Operating Margin | 25.80% | 42.07% | -16.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 21.10% | 32.63% | -11.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.30% | 13.53% | -6.23 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.37% | 1.96% | +0.41 | STT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | STT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.8 | 55.1 | -4.30 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.11 | 1.00 | +0.11 | STT | /macro-sensitivity <GO> |
| Forward P/E Multiple | 15.0x | 13.6x | +1.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $47.27B | $913.30B | -$866.03B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STT REV | JPM REV | STT GROSS % | JPM GROSS % | STT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $13.94B | $182.45B | — | — | $10.84B | -$147.78B |
| FY 2024 | $13.00B | $177.56B | — | — | -$14.14B | -$42.01B |
| FY 2023 | $11.95B | $158.10B | — | — | $152.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STT // BETA 1.11
JPM // BETA 1.00