COMP <GO>
BPOP vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Popular Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BPOP 3
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $158.96 (+1.50%) • MKT CAP: $10.14B
roic
3.10%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
roic
17.72%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BPOP VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BPOP | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.10% | 17.72% | -14.62 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 25.4x | 9.5x | +15.90 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 6.74% | -9.41% | +16.15 | BPOP | /fcf-yield <GO> |
| Operating Margin | 35.90% | 41.98% | -6.08 | JPM | /operating-margins <GO> |
| Net Profit Margin | 29.40% | 32.48% | -3.08 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -4.40% | 13.23% | -17.63 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.95% | 1.95% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | BPOP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.0 | 53.6 | -3.60 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.97 | 1.00 | -0.03 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.3x | 13.3x | -1.97 | BPOP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $10.14B | $905.33B | -$895.19B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BPOP REV | JPM REV | BPOP GROSS % | JPM GROSS % | BPOP FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.75B | $182.45B | — | — | $681.0M | -$147.78B |
| FY 2024 | $2.03B | $177.56B | — | — | $461.3M | -$42.01B |
| FY 2023 | $1.79B | $158.10B | — | — | $686.6M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BPOP // BETA 0.97
JPM // BETA 1.00