COMP <GO>
ROOT vs JPM // ENTERPRISE SCALE & MARKET CAP
Root Inc. (Class A) (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: ROOT 5
— JPM 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: JPM
LAST: $53.87 (+4.14%) • MKT CAP: $801.5M
market-cap
$801.5M
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
market-cap
$905.33B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (ROOT VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | ROOT | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 85.00% | 17.72% | +67.28 | ROOT | /roic <GO> |
| EV/EBITDA & P/E Valuation | 6.7x | 9.5x | -2.80 | ROOT | /valuation <GO> |
| Free Cash Flow Yield | 24.81% | -9.41% | +34.22 | ROOT | /fcf-yield <GO> |
| Operating Margin | 4.10% | 41.98% | -37.88 | JPM | /operating-margins <GO> |
| Net Profit Margin | 2.60% | 32.48% | -29.88 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 29.00% | 13.23% | +15.77 | ROOT | /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 | 6/9 | 3/9 | +3.00 | ROOT | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 51.3 | 53.6 | -2.30 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 1.00 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.5x | 13.3x | +4.23 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $801.5M | $905.33B | -$904.52B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | ROOT REV | JPM REV | ROOT GROSS % | JPM GROSS % | ROOT FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.52B | $182.45B | — | — | $206.5M | -$147.78B |
| FY 2024 | $1.18B | $177.56B | — | — | $195.3M | -$42.01B |
| FY 2023 | $455.0M | $158.10B | — | — | -$33.6M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
ROOT // BETA —
JPM // BETA 1.00