WallStSmart

Acadian Asset Management Inc (AAMI)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 28315% more annual revenue ($173.56B vs $610.80M). JPM leads profitability with a 33.9% profit margin vs 13.8%. JPM trades at a lower P/E of 15.3x. JPM earns a higher WallStSmart Score of 73/100 (B).

AAMI

Buy

62

out of 100

Grade: C+

Growth: 8.7Profit: 8.5Value: 4.7Quality: 4.5
Piotroski: 5/9Altman Z: 2.08

JPM

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAMI4 strengths · Avg: 9.0/10
Return on EquityProfitability
111.7%10/10

Every $100 of equity generates 112 in profit

Revenue GrowthGrowth
39.3%10/10

Revenue surging 39.3% year-over-year

Operating MarginProfitability
25.1%8/10

Strong operational efficiency at 25.1%

EPS GrowthGrowth
26.4%8/10

Earnings expanding 26.4% YoY

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$855.84B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.7%10/10

Strong operational efficiency at 43.7%

P/E RatioValuation
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

AAMI4 concerns · Avg: 2.3/10
P/E RatioValuation
33.4x4/10

Premium valuation, high expectations priced in

Price/BookValuation
33.9x2/10

Trading at 33.9x book value

Free Cash FlowQuality
$-46.70M2/10

Negative free cash flow — burning cash

Debt/EquityHealth
4.451/10

Elevated debt levels

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.704/10

Expensive relative to growth rate

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.391/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : AAMI

The strongest argument for AAMI centers on Return on Equity, Revenue Growth, Operating Margin. Revenue growth of 39.3% demonstrates continued momentum.

Bull Case : JPM

The strongest argument for JPM centers on Market Cap, Profit Margin, Operating Margin. Profitability is solid with margins at 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.

Bear Case : AAMI

The primary concerns for AAMI are P/E Ratio, Price/Book, Free Cash Flow. Debt-to-equity of 4.45 is elevated, increasing financial risk.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.39 is elevated, increasing financial risk.

Key Dynamics to Monitor

AAMI profiles as a growth stock while JPM is a mature play — different risk/reward profiles.

AAMI carries more volatility with a beta of 1.33 — expect wider price swings.

AAMI is growing revenue faster at 39.3% — sustainability is the question.

AAMI generates stronger free cash flow (-47M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (73/100 vs 62/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Acadian Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

BrightSphere Investment Group Inc. is a publically owned asset management holding company. The company is headquartered in Boston, Massachusetts.

JPMorgan Chase & Co

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

JPMorgan Chase & Co. is an American multinational investment bank and financial services holding company headquartered in New York City. JPMorgan Chase is incorporated in Delaware. As a Bulge Bracket bank, it is a major provider of various investment banking and financial services. It is one of America's Big Four banks, along with Bank of America, Citigroup, and Wells Fargo. JPMorgan Chase is considered to be a universal bank and a custodian bank. The J.P. Morgan brand is used by the investment banking, asset management, private banking, private wealth management, and treasury services divisions.

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