COMP <GO>
ARE vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Alexandria Real Estate Equities Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: ARE 3
— JPM 8
■ METRIC PARITY
LAST: $42.57 (+5.90%) • MKT CAP: $7.41B
options-implied-move
—
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
options-implied-move
4.78%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ARE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ARE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -6.50% | 17.72% | -24.22 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 18.74% | -9.41% | +28.15 | ARE | /fcf-yield <GO> |
| Operating Margin | -60.00% | 41.98% | -101.98 | JPM | /operating-margins <GO> |
| Net Profit Margin | -60.00% | 32.48% | -92.48 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 3.30% | 13.23% | -9.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 1.95% | +9.55 | ARE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 3/9 | +3.00 | ARE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 46.7 | 53.6 | -6.90 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.00 | -0.04 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 27.0x | 13.3x | +13.73 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.41B | $905.33B | -$897.91B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ARE REV | JPM REV | ARE GROSS % | JPM GROSS % | ARE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.72B | $182.45B | — | — | $1.41B | -$147.78B |
| FY 2024 | $1.07B | $177.56B | — | — | $1.50B | -$42.01B |
| FY 2023 | $342.4M | $158.10B | — | — | $1.63B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ARE // BETA 0.96
JPM // BETA 1.00