COMP <GO>
VLY vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Valley National Bancorp (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: VLY 6
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $14.14 (-0.98%) • MKT CAP: $7.89B
roic
2.40%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VLY VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VLY | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.40% | 17.37% | -14.97 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 32.0x | 9.7x | +22.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.13% | -18.14% | +22.27 | VLY | /fcf-yield <GO> |
| Operating Margin | 33.00% | 42.07% | -9.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 27.10% | 32.63% | -5.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 13.53% | -4.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.15% | 1.96% | +1.19 | VLY | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | VLY | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | VLY | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 4.84% | +2.06 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.0 | 49.0 | +16.98 | VLY | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.00 | -0.01 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 12.3x | 13.6x | -1.27 | VLY | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.89B | $895.92B | -$888.02B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VLY REV | JPM REV | VLY GROSS % | JPM GROSS % | VLY FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | $325.7M | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $532.4M | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $378.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VLY // BETA 0.99
JPM // BETA 1.00