WallStSmart

Sierra Bancorp (BSRR)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 116242% more annual revenue ($173.56B vs $149.18M). JPM leads profitability with a 33.9% profit margin vs 28.4%. BSRR appears more attractively valued with a PEG of 1.43. BSRR earns a higher WallStSmart Score of 76/100 (B+).

BSRR

Strong Buy

76

out of 100

Grade: B+

Growth: 8.0Profit: 7.5Value: 7.0Quality: 4.3
Piotroski: 4/9

JPM

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

BSRR5 strengths · Avg: 9.4/10
P/E RatioValuation
11.7x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
42.7%10/10

Strong operational efficiency at 42.7%

Profit MarginProfitability
28.4%9/10

Keeps 28 of every $100 in revenue as profit

EPS GrowthGrowth
32.3%8/10

Earnings expanding 32.3% YoY

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$828.64B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

Free Cash FlowQuality
$368.37B10/10

Generating 368.4B in free cash flow

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

BSRR2 concerns · Avg: 3.0/10
Market CapQuality
$474.89M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.423/10

Elevated debt levels

JPM3 concerns · Avg: 3.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : BSRR

The strongest argument for BSRR centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.4% and operating margin at 42.7%. Revenue growth of 13.2% 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 43.0%. Revenue growth of 12.7% demonstrates continued momentum.

Bear Case : BSRR

The primary concerns for BSRR are Market Cap, Debt/Equity.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.

Key Dynamics to Monitor

JPM carries more volatility with a beta of 1.04 — expect wider price swings.

BSRR is growing revenue faster at 13.2% — sustainability is the question.

JPM generates stronger free cash flow (368.4B), providing more financial flexibility.

Monitor BANKS - REGIONAL industry trends, competitive dynamics, and regulatory changes.

Bottom Line

BSRR scores higher overall (76/100 vs 73/100), backed by strong 28.4% margins and 13.2% revenue growth. 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.

Sierra Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Sierra Bancorp is the bank holding company for Bank of the Sierra that provides retail and business banking services to individuals and businesses in California. The company is headquartered in Porterville, California.

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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