COMP <GO>
RLI vs JPM // REVENUE GROWTH (YOY)
RLI Corp. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: RLI 5
— JPM 7
▲ REVENUE GROWTH (YOY) LEADER: JPM
LAST: $67.24 (+3.08%) • MKT CAP: $6.17B
revenue-growth
6.30%
LAST: $340.58 (+1.05%) • MKT CAP: $905.33B
revenue-growth
13.23%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (RLI VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | RLI | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 13.50% | 17.72% | -4.22 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 14.2x | 9.5x | +4.70 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 10.27% | -9.41% | +19.68 | RLI | /fcf-yield <GO> |
| Operating Margin | 26.10% | 41.98% | -15.88 | JPM | /operating-margins <GO> |
| Net Profit Margin | 21.40% | 32.48% | -11.08 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) ACTIVE | 6.30% | 13.23% | -6.93 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 4.08% | 1.95% | +2.13 | RLI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 3/9 | +6.00 | RLI | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 70.7 | 53.6 | +17.10 | RLI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.13 | 1.00 | +0.13 | RLI | /macro-sensitivity <GO> |
| Forward P/E Multiple | 13.7x | 13.3x | +0.43 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $6.17B | $905.33B | -$899.16B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | RLI REV | JPM REV | RLI GROSS % | JPM GROSS % | RLI FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.88B | $182.45B | — | — | $608.7M | -$147.78B |
| FY 2024 | $1.77B | $177.56B | — | — | $555.5M | -$42.01B |
| FY 2023 | $1.51B | $158.10B | — | — | $396.2M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
RLI // BETA 1.13
JPM // BETA 1.00