COMP <GO>
FHN vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
First Horizon Corporation (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: FHN 4
— JPM 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $23.64 (+1.59%) • MKT CAP: $11.02B
roic
3.10%
LAST: $340.58 (+1.05%) • MKT CAP: $895.92B
roic
17.37%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FHN VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FHN | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 3.10% | 17.37% | -14.27 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.5x | 9.8x | +16.71 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 5.31% | -17.93% | +23.24 | FHN | /fcf-yield <GO> |
| Operating Margin | 35.00% | 42.07% | -7.07 | JPM | /operating-margins <GO> |
| Net Profit Margin | 28.70% | 32.63% | -3.93 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 7.20% | 13.53% | -6.33 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.80% | 1.94% | +0.86 | FHN | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | FHN | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.77% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.6 | 51.2 | -3.60 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.00 | 0.00 | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.6x | 13.3x | -2.67 | FHN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $11.02B | $895.92B | -$884.89B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FHN REV | JPM REV | FHN GROSS % | JPM GROSS % | FHN FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.42B | $182.45B | — | — | $595.0M | -$147.78B |
| FY 2024 | $3.19B | $177.56B | — | — | $1.22B | -$42.01B |
| FY 2023 | $3.47B | $158.10B | — | — | $1.14B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FHN // BETA 1.00
JPM // BETA 1.00