COMP <GO>
OCFC vs JPM // DIVIDEND YIELD & FCF PAYOUT SAFETY
OceanFirst Financial Corp. (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: OCFC 4
— JPM 3
▲ DIVIDEND YIELD & FCF PAYOUT SAFETY LEADER: OCFC
LAST: $18.34 (-1.77%) • MKT CAP: $1.84B
dividend-safety
2.75%
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
dividend-safety
1.95%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (OCFC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | OCFC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.00% | 17.72% | -13.72 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 9.5x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 4.53% | -9.41% | +13.94 | OCFC | /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 ACTIVE | 2.75% | 1.95% | +0.80 | OCFC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | OCFC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.9 | 53.6 | +18.30 | OCFC | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 24.3x | 13.3x | +11.03 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.84B | $905.33B | -$903.49B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | OCFC REV | JPM REV | OCFC GROSS % | JPM GROSS % | OCFC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.12B | $182.45B | — | — | $79.5M | -$147.78B |
| FY 2024 | $5.64B | $177.56B | — | — | $84.7M | -$42.01B |
| FY 2023 | $472.2M | $158.10B | — | — | $124.3M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
OCFC // BETA —
JPM // BETA 1.00