COMP <GO>
AMG vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Affiliated Managers Group Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AMG 4
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $370.39 (-2.93%) • MKT CAP: $9.87B
roic
14.80%
LAST: $340.58 (+1.05%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AMG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AMG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.80% | 17.37% | -2.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 9.8x | +3.61 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 9.37% | -17.93% | +27.30 | AMG | /fcf-yield <GO> |
| Operating Margin | 42.10% | 42.07% | +0.03 | AMG | /operating-margins <GO> |
| Net Profit Margin | 34.50% | 32.63% | +1.87 | AMG | /net-margins <GO> |
| Revenue Growth (YoY) | 1.60% | 13.53% | -11.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.01% | 1.94% | -1.93 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 2/9 | +6.00 | AMG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.77% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 48.5 | 51.2 | -2.70 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.99 | 1.00 | -0.01 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.4x | 13.3x | +0.13 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.87B | $895.92B | -$886.05B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AMG REV | JPM REV | AMG GROSS % | JPM GROSS % | AMG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.07B | $182.45B | — | — | $967.1M | -$147.78B |
| FY 2024 | $2.04B | $177.56B | — | — | $928.7M | -$42.01B |
| FY 2023 | $2.06B | $158.10B | — | — | $781.7M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AMG // BETA 0.99
JPM // BETA 1.00