COMP <GO>
BWFG vs JPM // DIVIDEND YIELD & FCF PAYOUT SAFETY
Bankwell Financial Group Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: BWFG 5
— JPM 4
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: JPM
LAST: $72.94 (+2.40%) • MKT CAP: $581.5M
dividend-safety
1.13%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
dividend-safety
1.95%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BWFG VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BWFG | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 11.70% | 17.72% | -6.02 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.89% | -9.41% | +14.30 | BWFG | /fcf-yield <GO> |
| Operating Margin | — | 41.98% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.48% | +35.52 | BWFG | /net-margins <GO> |
| Revenue Growth (YoY) | 44.00% | 13.23% | +30.77 | BWFG | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety ACTIVE | 1.13% | 1.95% | -0.82 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 5/9 | 3/9 | +2.00 | BWFG | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 72.5 | 53.6 | +18.90 | BWFG | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.3x | 13.3x | +0.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $581.5M | $905.33B | -$904.74B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BWFG REV | JPM REV | BWFG GROSS % | JPM GROSS % | BWFG FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.8M | $182.45B | — | — | $27.1M | -$147.78B |
| FY 2024 | $2.0M | $177.56B | — | — | $29.3M | -$42.01B |
| FY 2023 | $1.6M | $158.10B | — | — | $31.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BWFG // BETA —
JPM // BETA 1.00