Affiliated Managers Group Inc (AMG)vsJPMorgan Chase & Co (JPM)
AMG
Affiliated Managers Group Inc
$289.10
-1.15%
FINANCIAL SERVICES · Cap: $7.68B
JPM
JPMorgan Chase & Co
$313.23
+1.29%
FINANCIAL SERVICES · Cap: $828.64B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 8267% more annual revenue ($173.56B vs $2.07B). AMG leads profitability with a 34.5% profit margin vs 33.9%. AMG appears more attractively valued with a PEG of 0.89. JPM earns a higher WallStSmart Score of 73/100 (B).
AMG
Strong Buy73
out of 100
Grade: B
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 35 of every $100 in revenue as profit
Earnings expanding 122.1% YoY
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.0%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : AMG
The strongest argument for AMG centers on Profit Margin, EPS Growth, PEG Ratio. Profitability is solid with margins at 34.5% and operating margin at 11.6%. PEG of 0.89 suggests the stock is reasonably priced for its growth.
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 43.0%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : AMG
No major red flags identified for AMG, but monitor valuation.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
AMG carries more volatility with a beta of 1.20 — expect wider price swings.
JPM is growing revenue faster at 12.7% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
AMG scores higher overall (73/100 vs 73/100), backed by strong 34.5% margins. Both earn "Strong Buy" and "Strong 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.
Affiliated Managers Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Affiliated Managers Group, Inc., through its affiliates, is an asset management company providing investment management services to mutual funds, institutional clients and high net worth individuals in the United States. The company is headquartered in Prides Crossing, 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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