COMP <GO>
RJF vs JPM // REVENUE GROWTH (YOY)
Raymond James Financial Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: RJF 3
— JPM 9
▲ REVENUE GROWTH (YOY) LEADER: JPM
LAST: $162.30 (+3.23%) • MKT CAP: $31.22B
revenue-growth
6.60%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
revenue-growth
13.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RJF VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RJF | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 5.90% | 17.72% | -11.82 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 9.5x | +9.70 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 7.24% | -9.41% | +16.65 | RJF | /fcf-yield <GO> |
| Operating Margin | 16.40% | 41.98% | -25.58 | JPM | /operating-margins <GO> |
| Net Profit Margin | 13.40% | 32.48% | -19.08 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 6.60% | 13.23% | -6.63 | 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 | 8/9 | 3/9 | +5.00 | RJF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.5 | 53.6 | +0.90 | RJF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.94 | 1.00 | -0.06 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.5x | 13.3x | +0.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.22B | $905.33B | -$874.10B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RJF REV | JPM REV | RJF GROSS % | JPM GROSS % | RJF FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $15.91B | $182.45B | — | — | $2.25B | -$147.78B |
| FY 2024 | $14.92B | $177.56B | — | — | $1.95B | -$42.01B |
| FY 2023 | $12.99B | $158.10B | — | — | -$4.10B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RJF // BETA 0.94
JPM // BETA 1.00