COMP <GO>
FRT vs JPM // RETURN ON INVESTED CAPITAL (ROIC)
Federal Realty Investment Trust (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: FRT 4
— JPM 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: JPM
LAST: $111.37 (+1.07%) • MKT CAP: $9.58B
roic
8.60%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
roic
17.72%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (FRT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | FRT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 8.60% | 17.72% | -9.12 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 18.3x | 9.5x | +8.80 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 5.83% | -9.41% | +15.24 | FRT | /fcf-yield <GO> |
| Operating Margin | 47.10% | 41.98% | +5.12 | FRT | /operating-margins <GO> |
| Net Profit Margin | 32.10% | 32.48% | -0.38 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 6.40% | 13.23% | -6.83 | JPM | /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 | 9/9 | 3/9 | +6.00 | FRT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.3 | 53.6 | +3.70 | FRT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.96 | 1.00 | -0.04 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.9x | 13.3x | +8.63 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.58B | $905.33B | -$895.74B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | FRT REV | JPM REV | FRT GROSS % | JPM GROSS % | FRT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.28B | $182.45B | — | — | $564.8M | -$147.78B |
| FY 2024 | $1.20B | $177.56B | — | — | $520.5M | -$42.01B |
| FY 2023 | $1.13B | $158.10B | — | — | $504.9M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
FRT // BETA 0.96
JPM // BETA 1.00