Gladstone Investment Corporation (GAIN)vsJPMorgan Chase & Co (JPM)
GAIN
Gladstone Investment Corporation
$16.61
+1.78%
FINANCIAL SERVICES · Cap: $617.24M
JPM
JPMorgan Chase & Co
$313.23
-0.25%
FINANCIAL SERVICES · Cap: $828.64B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 171007% more annual revenue ($173.56B vs $101.43M). GAIN leads profitability with a 118.5% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.65. JPM earns a higher WallStSmart Score of 73/100 (B).
GAIN
Buy65
out of 100
Grade: C+
JPM
Strong Buy73
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 119 of every $100 in revenue as profit
Earnings expanding 58.5% YoY
Every $100 of equity generates 22 in profit
17.3% revenue growth
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
Smaller company, higher risk/reward
Weak financial health signals
Expensive relative to growth rate
Negative free cash flow — burning cash
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : GAIN
The strongest argument for GAIN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 118.5% and operating margin at 15.8%. Revenue growth of 17.3% 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 43.0%. Revenue growth of 12.7% demonstrates continued momentum.
Bear Case : GAIN
The primary concerns for GAIN are Market Cap, Piotroski F-Score, PEG Ratio.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.
Key Dynamics to Monitor
GAIN profiles as a growth stock while JPM is a mature play — different risk/reward profiles.
JPM carries more volatility with a beta of 1.04 — expect wider price swings.
GAIN is growing revenue faster at 17.3% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 65/100), 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.
Gladstone Investment Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Gladstone Investment Corporation (GAIN) is a publicly traded business development company that specializes in providing customized financing solutions to small and mid-sized private enterprises through a mix of debt and equity investments. With a diversified portfolio spanning various sectors, GAIN is dedicated to delivering both stable income and capital appreciation to its shareholders. As part of the esteemed Gladstone family of funds, the company emphasizes rigorous risk management and alignment with investor interests, supported by a seasoned management team and robust industry connections, positioning it as a significant player in the alternative investment landscape.
Visit Website →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.
Visit Website →Compare with Other ASSET MANAGEMENT Stocks
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