COMP <GO>
WTW vs JPM // EV/EBITDA & P/E VALUATION
Willis Towers Watson Public Limited Company (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WTW 5
— JPM 9
▲ EV/EBITDA & P/E VALUATION LEADER: JPM
LAST: $324.42 (+1.15%) • MKT CAP: $29.79B
valuation
12.5x
LAST: $337.04 (-1.90%) • MKT CAP: $895.92B
valuation
9.7x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WTW VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WTW | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 16.60% | 17.37% | -0.77 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 12.5x | 9.7x | +2.83 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.52% | -18.14% | +22.66 | WTW | /fcf-yield <GO> |
| Operating Margin | 23.50% | 42.07% | -18.57 | JPM | /operating-margins <GO> |
| Net Profit Margin | 16.90% | 32.63% | -15.73 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -2.30% | 13.53% | -15.83 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.20% | 1.96% | -0.76 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.51 | 0.37 | +1.14 | WTW | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | WTW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.30% | 4.84% | +2.46 | JPM | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 61.0 | 49.0 | +11.98 | WTW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.12 | 1.00 | +0.12 | WTW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.3x | 13.6x | +3.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $29.79B | $895.92B | -$866.13B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WTW REV | JPM REV | WTW GROSS % | JPM GROSS % | WTW FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.52B | $182.45B | 44.0% | — | $1.35B | -$147.78B |
| FY 2024 | $9.74B | $177.56B | 44.0% | — | $1.07B | -$42.01B |
| FY 2023 | $9.30B | $158.10B | 44.0% | — | $926.3M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WTW // BETA 1.12
JPM // BETA 1.00