COMP <GO>
JPM vs BRK-A // FORWARD P/E MULTIPLE
JPMorgan Chase & Co. (NYSE) VS. Berkshire Hathaway Inc. (Class A) (NYSE) • 15-METRIC TALLY: JPM 7
— BRK-A 5
▲ FORWARD P/E MULTIPLE LEADER: JPM
LAST: $337.04 (-1.90%) • MKT CAP: $913.30B
forward-pe
13.3x
LAST: $815,600.00 (-0.23%) • MKT CAP: $1.20T
forward-pe
24.3x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JPM VS. BRK-A)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JPM | BRK-A | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 17.37% | 11.47% | +5.90 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 9.7x | -0.01 | JPM | /valuation <GO> |
| Free Cash Flow Yield | -18.14% | 2.09% | -20.23 | BRK-A | /fcf-yield <GO> |
| Operating Margin | 42.07% | 27.80% | +14.27 | JPM | /operating-margins <GO> |
| Net Profit Margin | 32.63% | 22.30% | +10.33 | JPM | /net-margins <GO> |
| Revenue Growth (YoY) | 13.53% | 3.93% | +9.60 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.96% | 0.00% | +1.96 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.37 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 2/9 | 4/9 | -2.00 | BRK-A | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.84% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.1 | 68.1 | -13.00 | BRK-A | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 1.13 | -0.13 | BRK-A | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 13.3x | 24.3x | -11.07 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $913.30B | $1.20T | -$289.14B | BRK-A | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JPM REV | BRK-A REV | JPM GROSS % | BRK-A GROSS % | JPM FCF | BRK-A FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $182.45B | $247.24B | — | — | -$147.78B | $25.04B |
| FY 2024 | $177.56B | $249.71B | — | — | -$42.01B | $11.62B |
| FY 2023 | $158.10B | $254.91B | — | — | $12.97B | $37.73B |
| FY 2022 | $128.69B | — | — | — | $107.12B | — |
| FY 2021 | $121.65B | — | — | — | $78.08B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JPM // BETA 1.00
BRK-A // BETA 1.13