COMP <GO>
CTRE vs JPM // 10Y YIELD & FRED MACRO BETA
CareTrust REIT Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: CTRE 6
— JPM 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: CTRE
LAST: $36.14 (-0.69%) • MKT CAP: $8.54B
macro-sensitivity
1.08
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CTRE VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CTRE | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.20% | 17.72% | -10.52 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 22.6x | 9.5x | +13.10 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.60% | -9.41% | +14.01 | CTRE | /fcf-yield <GO> |
| Operating Margin | 75.00% | 41.98% | +33.02 | CTRE | /operating-margins <GO> |
| Net Profit Margin | 68.00% | 32.48% | +35.52 | CTRE | /net-margins <GO> |
| Revenue Growth (YoY) | 7.70% | 13.23% | -5.53 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.03% | 1.95% | +1.08 | CTRE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 3/9 | +6.00 | CTRE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.6 | 53.6 | -8.00 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.08 | 1.00 | +0.08 | CTRE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.8x | 13.3x | +11.53 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $8.54B | $905.33B | -$896.79B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CTRE REV | JPM REV | CTRE GROSS % | JPM GROSS % | CTRE FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.2M | $182.45B | — | — | $394.0M | -$147.78B |
| FY 2024 | $413.3M | $177.56B | — | — | $244.3M | -$42.01B |
| FY 2023 | $177.5M | $158.10B | — | — | $154.8M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CTRE // BETA 1.08
JPM // BETA 1.00