COMP <GO>
WPC vs JPM // GROSS PROFIT MARGIN
W. P. Carey Inc. (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: WPC 4
— JPM 8
■ METRIC PARITY
LAST: $64.63 (-0.18%) • MKT CAP: $14.90B
gross-margins
—
LAST: $337.98 (-0.76%) • MKT CAP: $905.33B
gross-margins
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WPC VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WPC | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 3.70% | 17.72% | -14.02 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.8x | 9.5x | +20.30 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 8.07% | -9.41% | +17.48 | WPC | /fcf-yield <GO> |
| Operating Margin | 33.10% | 41.98% | -8.88 | JPM | /operating-margins <GO> |
| Net Profit Margin | 27.20% | 32.48% | -5.28 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 8.40% | 13.23% | -4.83 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 5.29% | 1.95% | +3.34 | WPC | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 3/9 | +6.00 | WPC | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.78% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.2 | 53.6 | -3.40 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.04 | 1.00 | +0.04 | WPC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.8x | 13.3x | +16.53 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $14.90B | $905.33B | -$890.42B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WPC REV | JPM REV | WPC GROSS % | JPM GROSS % | WPC FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.72B | $182.45B | — | — | $1.21B | -$147.78B |
| FY 2024 | $1.58B | $177.56B | — | — | $1.76B | -$42.01B |
| FY 2023 | $1.74B | $158.10B | — | — | $995.1M | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WPC // BETA 1.04
JPM // BETA 1.00