COMP <GO>
WFC vs JPM // FREE CASH FLOW YIELD
Wells Fargo & Company (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WFC 7
— JPM 7
▲ FREE CASH FLOW YIELD LEADER: WFC
LAST: $83.40 (-1.66%) • MKT CAP: $254.59B
fcf-yield
-8.72%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
fcf-yield
-18.14%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WFC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WFC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.70% | 17.37% | -14.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 28.6x | 9.7x | +18.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | -8.72% | -18.14% | +9.42 | WFC | /fcf-yield <GO> |
| Operating Margin | 36.50% | 42.07% | -5.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 29.90% | 32.63% | -2.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 14.30% | 13.53% | +0.77 | WFC | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.13% | 1.96% | +0.17 | WFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.45 | 0.37 | +0.08 | WFC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | WFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.50% | 4.84% | +1.66 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.1 | 49.0 | +2.09 | WFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.00 | -0.12 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.0x | 13.6x | -3.57 | WFC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $254.59B | $895.92B | -$641.33B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WFC REV | JPM REV | WFC GROSS % | JPM GROSS % | WFC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $0 | $182.45B | — | — | -$19.00B | -$147.78B |
| FY 2024 | $0 | $177.56B | — | — | $3.04B | -$42.01B |
| FY 2023 | $0 | $158.10B | — | — | $40.36B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WFC // BETA 0.88
JPM // BETA 1.00