COMP <GO>
TW vs JPM // FREE CASH FLOW YIELD
Tradeweb Markets Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: TW 5
— JPM 7
▲ FREE CASH FLOW YIELD LEADER: TW
LAST: $118.88 (-0.78%) • MKT CAP: $27.82B
fcf-yield
4.05%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (TW VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | TW | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.60% | 17.37% | -3.77 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.1x | 9.7x | +20.43 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 4.05% | -18.14% | +22.19 | TW | /fcf-yield <GO> |
| Operating Margin | 40.70% | 42.07% | -1.37 | JPM | /operating-margins <GO> |
| Net Profit Margin | 39.60% | 32.63% | +6.97 | TW | /net-margins <GO> |
| Revenue Growth (YoY) | 18.90% | 13.53% | +5.37 | TW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | TW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.3 | 55.1 | +5.20 | TW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.00 | -0.01 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.7x | 13.6x | +15.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.82B | $913.30B | -$885.48B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | TW REV | JPM REV | TW GROSS % | JPM GROSS % | TW FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.05B | $182.45B | — | — | $1.13B | -$147.78B |
| FY 2024 | $1.73B | $177.56B | — | — | $856.8M | -$42.01B |
| FY 2023 | $1.34B | $158.10B | — | — | $685.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
TW // BETA 0.99
JPM // BETA 1.00