COMP <GO>
WRB vs JPM // GROSS PROFIT MARGIN
W.R. Berkley Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WRB 5
— JPM 9
■ METRIC PARITY
LAST: $73.86 (+1.04%) • MKT CAP: $27.14B
gross-margins
41.00%
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WRB VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WRB | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.00% | 17.37% | -9.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.3x | 9.7x | +4.63 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 10.76% | -18.14% | +28.90 | WRB | /fcf-yield <GO> |
| Operating Margin | 14.80% | 42.07% | -27.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 12.10% | 32.63% | -20.53 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.80% | 13.53% | -5.73 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.58% | 1.96% | +0.62 | WRB | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.55 | 0.37 | +1.18 | WRB | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | WRB | /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 | 56.9 | 49.0 | +7.81 | WRB | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.89 | 1.00 | -0.11 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.2x | 13.6x | +0.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $27.14B | $895.92B | -$868.78B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WRB REV | JPM REV | WRB GROSS % | JPM GROSS % | WRB FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $14.71B | $182.45B | 44.0% | — | $2.92B | -$147.78B |
| FY 2024 | $13.64B | $177.56B | 44.0% | — | $3.06B | -$42.01B |
| FY 2023 | $12.14B | $158.10B | 44.0% | — | $2.38B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WRB // BETA 0.89
JPM // BETA 1.00