COMP <GO>
WELL vs JPM // 10Y YIELD & FRED MACRO BETA
Welltower Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WELL 6
— JPM 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: WELL
LAST: $234.60 (+0.61%) • MKT CAP: $171.06B
macro-sensitivity
1.14
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WELL VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WELL | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.20% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.90% | 17.37% | -15.47 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 95.0x | 9.7x | +85.33 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 1.46% | -18.14% | +19.60 | WELL | /fcf-yield <GO> |
| Operating Margin | 13.50% | 42.07% | -28.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 11.10% | 32.63% | -21.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 40.20% | 13.53% | +26.67 | WELL | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.10% | 1.96% | -0.86 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.97 | 0.37 | +4.60 | WELL | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | WELL | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 4.84% | +2.56 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 49.0 | +3.59 | WELL | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.14 | 1.00 | +0.14 | WELL | /macro-sensitivity <GO> |
| Forward P/E Multiple | 140.0x | 13.6x | +126.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $171.06B | $895.92B | -$724.86B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WELL REV | JPM REV | WELL GROSS % | JPM GROSS % | WELL FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.45B | $182.45B | 23.2% | — | $2.50B | -$147.78B |
| FY 2024 | $6.03B | $177.56B | 19.9% | — | $1.99B | -$42.01B |
| FY 2023 | $4.75B | $158.10B | 44.0% | — | $1.39B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WELL // BETA 1.14
JPM // BETA 1.00