COMP <GO>
SUI vs JPM // FREE CASH FLOW YIELD
Sun Communities Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: SUI 7
— JPM 7
▲ FREE CASH FLOW YIELD LEADER: SUI
LAST: $113.26 (+0.91%) • MKT CAP: $13.40B
fcf-yield
5.68%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SUI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SUI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.90% | 17.37% | -1.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.3x | 9.7x | -1.37 | SUI | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 5.68% | -18.14% | +23.82 | SUI | /fcf-yield <GO> |
| Operating Margin | 74.80% | 42.07% | +32.73 | SUI | /operating-margins <GO> |
| Net Profit Margin | 61.30% | 32.63% | +28.67 | SUI | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 13.53% | -11.53 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.78 | 0.37 | +2.41 | SUI | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | SUI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 4.84% | +1.76 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.7 | 49.0 | -3.34 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.91 | 1.00 | -0.09 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 8.8x | 13.6x | -4.77 | SUI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.40B | $895.92B | -$882.52B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SUI REV | JPM REV | SUI GROSS % | JPM GROSS % | SUI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.31B | $182.45B | 44.0% | — | $760.4M | -$147.78B |
| FY 2024 | $2.26B | $177.56B | 44.0% | — | $759.3M | -$42.01B |
| FY 2023 | $2.28B | $158.10B | 44.0% | — | $687.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SUI // BETA 0.91
JPM // BETA 1.00