COMP <GO>
XLE vs JEPI // EV/EBITDA & P/E VALUATION
Energy Select Sector SPDR Fund (NYSE) VS. JPMorgan Equity Premium Income ETF (NYSE) • 15-METRIC TALLY: XLE 1
— JEPI 2
■ METRIC PARITY
LAST: $70.02 (+0.38%) • MKT CAP: $36.00B
valuation
—
LAST: $57.56 (+0.83%) • MKT CAP: $37.00B
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (XLE VS. JEPI)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | XLE | JEPI | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | — | — | — | TIE | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | — | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | — | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | — | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | — | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.30% | 7.80% | -6.50 | JEPI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | — | — | — | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 67.6 | 58.9 | +8.70 | XLE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $36.00B | $37.00B | -$1.00B | JEPI | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | XLE REV | JEPI REV | XLE GROSS % | JEPI GROSS % | XLE FCF | JEPI FCF |
|---|---|---|---|---|---|---|
| INSPECT INDIVIDUAL XBRL MODELS AT XLE FA <GO> AND JEPI FA <GO>. | ||||||
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
XLE // BETA —
JEPI // BETA —