COMP <GO>
VAC vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Marriott Vacations Worldwide Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: VAC 3
— JPM 4
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $115.75 (+3.17%) • MKT CAP: $3.98B
roic
-15.50%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VAC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VAC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -15.50% | 17.37% | -32.87 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -0.73% | -18.14% | +17.41 | VAC | /fcf-yield <GO> |
| Operating Margin | — | 42.07% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -6.60% | 32.63% | -39.23 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 1.00% | 13.53% | -12.53 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.76% | 1.96% | +0.80 | VAC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 2/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.6 | 55.1 | +8.52 | VAC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.98B | $913.30B | -$909.32B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VAC REV | JPM REV | VAC GROSS % | JPM GROSS % | VAC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.67B | $182.45B | — | — | -$29.0M | -$147.78B |
| FY 2024 | $4.63B | $177.56B | — | — | $148.0M | -$42.01B |
| FY 2023 | $4.41B | $158.10B | — | — | $232.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VAC // BETA —
JPM // BETA 1.00