COMP <GO>
BWB vs JPM // 10Y YIELD & FRED MACRO BETA
Bridgewater Bancshares Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BWB 3
— JPM 4
■ METRIC PARITY
LAST: $20.62 (+2.03%) • MKT CAP: $577.7M
macro-sensitivity
—
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWB VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWB | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 8.90% | 17.72% | -8.82 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 3.87% | -9.41% | +13.28 | BWB | /fcf-yield <GO> |
| Operating Margin | — | 41.98% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 32.48% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 13.23% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 1.95% | -1.95 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | BWB | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.6 | 53.6 | -1.00 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.4x | 13.3x | -1.87 | BWB | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $577.7M | $905.33B | -$904.75B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWB REV | JPM REV | BWB GROSS % | JPM GROSS % | BWB FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.27B | $182.45B | — | — | $22.0M | -$147.78B |
| FY 2024 | $2.13B | $177.56B | — | — | $42.3M | -$42.01B |
| FY 2023 | $179.8M | $158.10B | — | — | $30.0M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BWB // BETA —
JPM // BETA 1.00