COMP <GO>
VTR vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Ventas Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: VTR 4
— JPM 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $84.80 (+1.30%) • MKT CAP: $44.27B
roic
3.60%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (VTR VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | VTR | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.60% | 17.37% | -13.77 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 47.9x | 9.7x | +38.23 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | -18.14% | +21.27 | VTR | /fcf-yield <GO> |
| Operating Margin | 13.90% | 42.07% | -28.17 | JPM | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 32.63% | -21.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 18.50% | 13.53% | +4.97 | VTR | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.94% | 1.96% | -0.02 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.98 | 0.37 | +1.61 | VTR | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | VTR | /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 | 48.9 | 49.0 | -0.19 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 58.6x | 13.6x | +45.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $44.27B | $895.92B | -$851.65B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | VTR REV | JPM REV | VTR GROSS % | JPM GROSS % | VTR FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.83B | $182.45B | 44.0% | — | $1.38B | -$147.78B |
| FY 2024 | $4.92B | $177.56B | 44.0% | — | $1.11B | -$42.01B |
| FY 2023 | $4.50B | $158.10B | 44.0% | — | $917.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
VTR // BETA 1.00
JPM // BETA 1.00