COMP <GO>
OBT vs JPM // FORWARD P/E MULTIPLE
Orange County Bancorp Inc. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: OBT 4
— JPM 3
▲ FORWARD P/E MULTIPLE LEADER: OBT
LAST: $40.11 (+3.67%) • MKT CAP: $537.8M
forward-pe
11.5x
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
forward-pe
13.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OBT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OBT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 14.60% | 17.72% | -3.12 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 7.99% | -9.41% | +17.40 | OBT | /fcf-yield <GO> |
| Operating Margin | — | 41.98% | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | 32.48% | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | 13.23% | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.37% | 1.95% | -0.58 | 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 | OBT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.6 | 53.6 | +17.00 | OBT | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 11.5x | 13.3x | -1.77 | OBT | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $537.8M | $905.33B | -$904.79B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OBT REV | JPM REV | OBT GROSS % | JPM GROSS % | OBT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.12B | $182.45B | — | — | $41.3M | -$147.78B |
| FY 2024 | $1.05B | $177.56B | — | — | $32.9M | -$42.01B |
| FY 2023 | $169.1M | $158.10B | — | — | $44.5M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OBT // BETA —
JPM // BETA 1.00