COMP <GO>
UHT vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Universal Health Realty Income Trust (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: UHT 4
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: UHT
LAST: $37.87 (+3.02%) • MKT CAP: $526.3M
roic
18.80%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (UHT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | UHT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.80% | 17.37% | +1.43 | UHT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.9x | 9.7x | +5.23 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 9.33% | -18.14% | +27.47 | UHT | /fcf-yield <GO> |
| Operating Margin | 35.00% | 42.07% | -7.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 17.80% | 32.63% | -14.83 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 0.20% | 13.53% | -13.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 7.79% | 1.96% | +5.83 | UHT | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | UHT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.1 | 55.1 | -3.03 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.8x | 13.6x | +14.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $526.3M | $913.30B | -$912.77B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | UHT REV | JPM REV | UHT GROSS % | JPM GROSS % | UHT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $99.2M | $182.45B | — | — | $49.1M | -$147.78B |
| FY 2024 | $99.0M | $177.56B | — | — | $46.9M | -$42.01B |
| FY 2023 | $95.6M | $158.10B | — | — | $42.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
UHT // BETA —
JPM // BETA 1.00