COMP <GO>
CBSH vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Commerce Bancshares Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: CBSH 4
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $55.63 (-0.30%) • MKT CAP: $8.00B
roic
4.50%
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
roic
17.72%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CBSH VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CBSH | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.50% | 17.72% | -13.22 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.1x | 9.5x | +12.60 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.43% | -9.41% | +16.84 | CBSH | /fcf-yield <GO> |
| Operating Margin | 30.90% | 41.98% | -11.08 | JPM | /operating-margins <GO> |
| Net Profit Margin | 25.40% | 32.48% | -7.08 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 20.90% | 13.23% | +7.67 | CBSH | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.88% | 1.95% | -0.07 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 3/9 | +5.00 | CBSH | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.7 | 53.6 | -1.90 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.88 | 1.00 | -0.12 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 11.8x | 13.3x | -1.47 | CBSH | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.00B | $905.33B | -$897.32B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CBSH REV | JPM REV | CBSH GROSS % | JPM GROSS % | CBSH FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.87B | $182.45B | — | — | $592.4M | -$147.78B |
| FY 2024 | $1.74B | $177.56B | — | — | $531.7M | -$42.01B |
| FY 2023 | $1.58B | $158.10B | — | — | $488.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CBSH // BETA 0.88
JPM // BETA 1.00