COMP <GO>
WPC vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
W. P. Carey Inc. REIT (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WPC 5
— JPM 9
▲ OPTIONS IMPLIED MOVE & PUT/CALL SKEW LEADER: JPM
LAST: $64.10 (-1.22%) • MKT CAP: $14.93B
options-implied-move
7.00%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WPC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WPC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.70% | 17.37% | -13.67 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.8x | 9.7x | +20.13 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.07% | -18.14% | +26.21 | WPC | /fcf-yield <GO> |
| Operating Margin | 33.10% | 42.07% | -8.97 | JPM | /operating-margins <GO> |
| Net Profit Margin | 27.20% | 32.63% | -5.43 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | 13.53% | -5.13 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.29% | 1.96% | +3.33 | WPC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.60 | 0.37 | +1.23 | WPC | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 2/9 | +7.00 | WPC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | 7.00% | 4.84% | +2.16 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.9 | 49.0 | -2.15 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.00 | +0.04 | WPC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.8x | 13.6x | +16.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.93B | $895.92B | -$880.98B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WPC REV | JPM REV | WPC GROSS % | JPM GROSS % | WPC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.72B | $182.45B | 44.0% | — | $1.21B | -$147.78B |
| FY 2024 | $1.58B | $177.56B | 44.0% | — | $1.76B | -$42.01B |
| FY 2023 | $1.74B | $158.10B | 44.0% | — | $995.1M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WPC // BETA 1.04
JPM // BETA 1.00