WallStSmart

FactSet Research Systems Inc (FDS)vsJPMorgan Chase & Co (JPM)

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Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 7602% more annual revenue ($190.73B vs $2.48B). JPM leads profitability with a 34.6% profit margin vs 21.5%. FDS appears more attractively valued with a PEG of 1.22. JPM earns a higher WallStSmart Score of 71/100 (B).

FDS

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 8.5Value: 5.7Quality: 4.3
Piotroski: 3/9

JPM

Strong Buy

71

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

FDS3 strengths · Avg: 8.7/10
Return on EquityProfitability
27.6%9/10

Every $100 of equity generates 28 in profit

Profit MarginProfitability
21.5%9/10

Keeps 22 of every $100 in revenue as profit

Operating MarginProfitability
24.7%8/10

Strong operational efficiency at 24.7%

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$902.16B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
34.6%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
42.6%10/10

Strong operational efficiency at 42.6%

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

FDS2 concerns · Avg: 2.5/10
Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

EPS GrowthGrowth
-15.2%2/10

Earnings declined 15.2%

JPM3 concerns · Avg: 2.3/10
PEG RatioValuation
1.574/10

Expensive relative to growth rate

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.321/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : FDS

The strongest argument for FDS centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 21.5% and operating margin at 24.7%. PEG of 1.22 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 34.6% and operating margin at 42.6%. Revenue growth of 10.2% demonstrates continued momentum.

Bear Case : FDS

The primary concerns for FDS are Piotroski F-Score, EPS Growth.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Altman Z-Score, Debt/Equity. Debt-to-equity of 3.32 is elevated, increasing financial risk.

Key Dynamics to Monitor

JPM carries more volatility with a beta of 1.01 — expect wider price swings.

JPM is growing revenue faster at 10.2% — sustainability is the question.

Monitor FINANCIAL DATA & STOCK EXCHANGES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JPM scores higher overall (71/100 vs 64/100), backed by strong 34.6% margins and 10.2% 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.

FactSet Research Systems Inc

FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA

FactSet Research Systems Inc. provides integrated financial information and analytical applications to investment and corporate communities in the Americas, EMEA, and Asia Pacific. The company is headquartered in Norwalk, Connecticut.

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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