COMP <GO>
TFC vs JPM // 10Y YIELD & FRED MACRO BETA
Truist Financial Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: TFC 6
— JPM 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: TFC
LAST: $48.79 (-1.07%) • MKT CAP: $59.11B
macro-sensitivity
1.15
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TFC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TFC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 0.90% | 17.37% | -16.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 66.7x | 9.7x | +57.03 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.45% | -18.14% | +26.59 | TFC | /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) | 13.20% | 13.53% | -0.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.52% | 1.96% | +2.56 | TFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | TFC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | TFC | /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 | 56.9 | 49.0 | +7.89 | TFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.15 | 1.00 | +0.15 | TFC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.6x | 13.6x | +14.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $59.11B | $895.92B | -$836.81B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TFC REV | JPM REV | TFC GROSS % | JPM GROSS % | TFC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $5.74B | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $2.16B | -$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
TFC // BETA 1.15
JPM // BETA 1.00