COMP <GO>
STWD vs JPM // ENTERPRISE SCALE & MARKET CAP
STARWOOD PROPERTY TRUST INC. Starwood Property Trust Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: STWD 5
— JPM 7
▲ ENTERPRISE SCALE & MARKET CAP LEADER: JPM
LAST: $12.53 (-0.63%) • MKT CAP: $4.67B
market-cap
$4.67B
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
market-cap
$905.33B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (STWD VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | STWD | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 1.30% | 17.72% | -16.42 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 48.0x | 9.5x | +38.50 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 19.50% | -9.41% | +28.91 | STWD | /fcf-yield <GO> |
| Operating Margin | 27.20% | 41.98% | -14.78 | JPM | /operating-margins <GO> |
| Net Profit Margin | 22.30% | 32.48% | -10.18 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | -5.30% | 13.23% | -18.53 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 11.50% | 1.95% | +9.55 | STWD | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 3/9 | +4.00 | STWD | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 45.3 | 53.6 | -8.30 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.16 | 1.00 | +0.16 | STWD | /macro-sensitivity <GO> |
| Forward P/E Multiple | 10.4x | 13.3x | -2.87 | STWD | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $4.67B | $905.33B | -$900.66B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | STWD REV | JPM REV | STWD GROSS % | JPM GROSS % | STWD FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.84B | $182.45B | — | — | $894.9M | -$147.78B |
| FY 2024 | $1.95B | $177.56B | — | — | $559.0M | -$42.01B |
| FY 2023 | $2.05B | $158.10B | — | — | $436.4M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
STWD // BETA 1.16
JPM // BETA 1.00