WallStSmart

Citizens Financial Group, Inc. (CFG)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 2101% more annual revenue ($173.56B vs $7.88B). JPM leads profitability with a 33.9% profit margin vs 25.1%. CFG appears more attractively valued with a PEG of 1.65. CFG earns a higher WallStSmart Score of 77/100 (B+).

CFG

Strong Buy

77

out of 100

Grade: B+

Growth: 7.3Profit: 7.0Value: 5.7Quality: 4.8
Piotroski: 6/9Altman Z: 0.27

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

CFG5 strengths · Avg: 9.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
32.1%10/10

Strong operational efficiency at 32.1%

Profit MarginProfitability
25.1%9/10

Keeps 25 of every $100 in revenue as profit

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
46.8%8/10

Earnings expanding 46.8% YoY

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$820.65B10/10

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
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

CFG3 concerns · Avg: 3.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Return on EquityProfitability
7.7%3/10

ROE of 7.7% — below average capital efficiency

Altman Z-ScoreHealth
0.272/10

Distress zone — elevated risk

JPM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.674/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : CFG

The strongest argument for CFG centers on Price/Book, Operating Margin, Profit Margin. Profitability is solid with margins at 25.1% and operating margin at 32.1%. Revenue growth of 13.8% 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 : CFG

The primary concerns for CFG are PEG Ratio, Return on Equity, Altman Z-Score.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Free Cash Flow.

Key Dynamics to Monitor

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

CFG is growing revenue faster at 13.8% — sustainability is the question.

CFG generates stronger free cash flow (237M), providing more financial flexibility.

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

Bottom Line

CFG scores higher overall (77/100 vs 73/100), backed by strong 25.1% margins and 13.8% 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.

Citizens Financial Group, Inc.

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Citizens Financial Group, Inc. is an American bank headquartered in Providence, Rhode Island.

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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