COMP <GO>
WT vs JPM // EV/EBITDA & P/E VALUATION
WisdomTree Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WT 4
— JPM 7
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $21.55 (+1.03%) • MKT CAP: $3.27B
valuation
18.7x
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 33.30% | 17.37% | +15.93 | WT | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 18.7x | 9.7x | +9.03 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.52% | -18.14% | +22.66 | WT | /fcf-yield <GO> |
| Operating Margin | 35.30% | 42.07% | -6.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 22.90% | 32.63% | -9.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 15.40% | 13.53% | +1.87 | WT | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.53% | 1.96% | -1.43 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | WT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 34.8 | 55.1 | -20.34 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 13.6x | +10.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $3.27B | $913.30B | -$910.03B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WT REV | JPM REV | WT GROSS % | JPM GROSS % | WT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $493.8M | $182.45B | — | — | $147.7M | -$147.78B |
| FY 2024 | $427.7M | $177.56B | — | — | $113.3M | -$42.01B |
| FY 2023 | $349.0M | $158.10B | — | — | $85.6M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WT // BETA —
JPM // BETA 1.00