COMP <GO>
AON vs JPM // 10Y YIELD & FRED MACRO BETA
Aon plc (Ireland) (Class A) (NYSE) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: AON 3
— JPM 9
▲ 10Y YIELD & FRED MACRO BETA LEADER: JPM
LAST: $321.67 (+0.01%) • MKT CAP: $68.24B
macro-sensitivity
0.94
LAST: $337.04 (-1.90%) • MKT CAP: $913.30B
macro-sensitivity
1.00
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (AON VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | AON | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 15.00% | 17.37% | -2.37 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 17.9x | 9.7x | +8.23 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 4.72% | -18.14% | +22.86 | AON | /fcf-yield <GO> |
| Operating Margin | 25.30% | 42.07% | -16.77 | JPM | /operating-margins <GO> |
| Net Profit Margin | 21.50% | 32.63% | -11.13 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 9.40% | 13.53% | -4.13 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.92% | 1.96% | -1.04 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 0.37 | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | AON | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 69.4 | 55.1 | +14.30 | AON | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.94 | 1.00 | -0.06 | JPM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.2x | 13.3x | +3.93 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $68.24B | $913.30B | -$845.06B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | AON REV | JPM REV | AON GROSS % | JPM GROSS % | AON FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $17.18B | $182.45B | — | — | $3.22B | -$147.78B |
| FY 2024 | $15.70B | $177.56B | — | — | $2.82B | -$42.01B |
| FY 2023 | $13.38B | $158.10B | — | — | $2.83B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
AON // BETA 0.94
JPM // BETA 1.00