COMP <GO>
TROW vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
T. Rowe Price Group Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: TROW 8
— JPM 6
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $103.90 (-2.56%) • MKT CAP: $22.75B
options-implied-move
6.60%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TROW VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TROW | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.50% | 17.37% | +3.13 | TROW | /roic <GO> |
| EV/EBITDA & P/E Valuation | 8.4x | 9.7x | -1.27 | TROW | /valuation <GO> |
| Free Cash Flow Yield | 6.50% | -18.14% | +24.64 | TROW | /fcf-yield <GO> |
| Operating Margin | 29.90% | 42.07% | -12.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 28.50% | 32.63% | -4.13 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.10% | 13.53% | -10.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.03% | 1.96% | +3.07 | TROW | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 7.78 | 0.37 | +7.41 | TROW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 2/9 | +4.00 | TROW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 6.60% | 4.84% | +1.76 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 49.4 | 49.0 | +0.34 | TROW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.00 | -0.10 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.1x | 13.6x | -3.47 | TROW | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $22.75B | $895.92B | -$873.17B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TROW REV | JPM REV | TROW GROSS % | JPM GROSS % | TROW FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.31B | $182.45B | 44.0% | — | $1.48B | -$147.78B |
| FY 2024 | $7.09B | $177.56B | 44.0% | — | $1.26B | -$42.01B |
| FY 2023 | $6.46B | $158.10B | 44.0% | — | $928.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TROW // BETA 0.90
JPM // BETA 1.00