COMP <GO>
WHG vs JPM // PIOTROSKI F-SCORE QUALITY
Westwood Holdings Group Inc (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WHG 3
— JPM 8
▲ PIOTROSKI F-SCORE QUALITY LEADER: WHG
LAST: $18.94 (+0.48%) • MKT CAP: $180.7M
piotroski-score
5/9
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
piotroski-score
2/9
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WHG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WHG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.00% | 17.37% | -13.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 30.6x | 9.7x | +20.93 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 10.42% | -18.14% | +28.56 | WHG | /fcf-yield <GO> |
| Operating Margin | 5.10% | 42.07% | -36.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 7.20% | 32.63% | -25.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.20% | 13.53% | -10.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.97% | 1.96% | +1.01 | WHG | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality ACTIVE | 5/9 | 2/9 | +3.00 | WHG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.4 | 55.1 | -4.70 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.7x | 13.3x | +10.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $180.7M | $913.30B | -$913.12B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WHG REV | JPM REV | WHG GROSS % | JPM GROSS % | WHG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $97.8M | $182.45B | — | — | $18.8M | -$147.78B |
| FY 2024 | $94.7M | $177.56B | — | — | $21.0M | -$42.01B |
| FY 2023 | $89.8M | $158.10B | — | — | -$1.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WHG // BETA —
JPM // BETA 1.00