WallStSmart

Gladstone Investment Corporation (GAIN)vsJPMorgan Chase & Co (JPM)

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Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 183495% more annual revenue ($190.73B vs $103.89M). GAIN leads profitability with a 158.9% profit margin vs 34.6%. JPM appears more attractively valued with a PEG of 1.43. GAIN earns a higher WallStSmart Score of 77/100 (B+).

GAIN

Strong Buy

77

out of 100

Grade: B+

Growth: 9.3Profit: 8.5Value: 5.7Quality: 4.0
Piotroski: 2/9Altman Z: 1.34

JPM

Strong Buy

73

out of 100

Grade: B

Growth: 7.3Profit: 8.0Value: 6.3Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GAIN6 strengths · Avg: 9.8/10
P/E RatioValuation
3.5x10/10

Attractively priced relative to earnings

Price/BookValuation
0.9x10/10

Reasonable price relative to book value

Profit MarginProfitability
158.9%10/10

Keeps 159 of every $100 in revenue as profit

Operating MarginProfitability
94.4%10/10

Strong operational efficiency at 94.4%

EPS GrowthGrowth
326.5%10/10

Earnings expanding 326.5% YoY

Return on EquityProfitability
25.5%9/10

Every $100 of equity generates 26 in profit

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$895.04B10/10

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
14.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

Areas to Watch

GAIN4 concerns · Avg: 2.5/10
Market CapQuality
$648.30M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.412/10

Expensive relative to growth rate

Altman Z-ScoreHealth
1.342/10

Distress zone — elevated risk

JPM2 concerns · Avg: 1.5/10
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 : GAIN

The strongest argument for GAIN centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 158.9% and operating margin at 94.4%. Revenue growth of 20.4% 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 34.6% and operating margin at 42.6%. Revenue growth of 10.2% 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 Altman Z-Score, Debt/Equity. Debt-to-equity of 3.32 is elevated, increasing financial risk.

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 1.01 — expect wider price swings.

GAIN is growing revenue faster at 20.4% — sustainability is the question.

Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.

Bottom Line

GAIN scores higher overall (77/100 vs 73/100), backed by strong 158.9% margins and 20.4% 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.

Gladstone Investment Corporation

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Gladstone Investment Corporation (GAIN) is a publicly traded business development company that focuses on offering tailored financing solutions to small and mid-sized private enterprises via a strategic mix of debt and equity investments. With a diverse portfolio across multiple sectors, GAIN aims to provide both stable income and long-term capital appreciation for its shareholders. Backed by the reputable Gladstone family of funds, the firm is committed to rigorous risk management practices and aligns closely with investor interests, bolstered by an experienced management team and strong industry networks, thus establishing itself as a key participant in the alternative investment sector.

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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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