COMP <GO>
WLTH vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Wealthfront Corporation (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WLTH 3
— JPM 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $10.56 (+1.54%) • MKT CAP: $1.65B
roic
-6.80%
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WLTH VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WLTH | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -6.80% | 17.37% | -24.17 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.7x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 9.23% | -18.14% | +27.37 | WLTH | /fcf-yield <GO> |
| Operating Margin | — | 42.07% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | -11.50% | 32.63% | -44.13 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 18.20% | 13.53% | +4.67 | WLTH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.96% | -1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 2/9 | +3.00 | WLTH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.5 | 55.1 | -8.59 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 13.6x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.65B | $913.30B | -$911.65B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WLTH REV | JPM REV | WLTH GROSS % | JPM GROSS % | WLTH FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $365.0M | $182.45B | — | — | $152.2M | -$147.78B |
| FY 2024 | $308.9M | $177.56B | — | — | $123.2M | -$42.01B |
| FY 2023 | $216.7M | $158.10B | — | — | $72.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WLTH // BETA —
JPM // BETA 1.00