WallStSmart

JPMorgan Chase & Co (JPM)vsLakeland Financial Corporation (LKFN)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 64687% more annual revenue ($173.56B vs $267.89M). LKFN leads profitability with a 41.0% profit margin vs 33.9%. LKFN appears more attractively valued with a PEG of 1.44. LKFN earns a higher WallStSmart Score of 75/100 (B).

JPM

Strong Buy

73

out of 100

Grade: B

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

LKFN

Strong Buy

75

out of 100

Grade: B

Growth: 8.7Profit: 8.0Value: 6.3Quality: 3.3
Piotroski: 3/9Altman Z: -0.68

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

LKFN6 strengths · Avg: 8.7/10
Profit MarginProfitability
41.0%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
49.4%10/10

Strong operational efficiency at 49.4%

P/E RatioValuation
14.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

Revenue GrowthGrowth
18.8%8/10

18.8% revenue growth

EPS GrowthGrowth
33.3%8/10

Earnings expanding 33.3% YoY

Areas to Watch

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

LKFN3 concerns · Avg: 2.7/10
Market CapQuality
$1.56B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.682/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : LKFN

The strongest argument for LKFN centers on Profit Margin, Operating Margin, P/E Ratio. Profitability is solid with margins at 41.0% and operating margin at 49.4%. Revenue growth of 18.8% demonstrates continued momentum.

Bear Case : JPM

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

Bear Case : LKFN

The primary concerns for LKFN are Market Cap, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

JPM profiles as a mature stock while LKFN is a growth play — different risk/reward profiles.

JPM carries more volatility with a beta of 1.02 — expect wider price swings.

LKFN is growing revenue faster at 18.8% — sustainability is the question.

LKFN generates stronger free cash flow (30M), providing more financial flexibility.

Bottom Line

LKFN scores higher overall (75/100 vs 73/100), backed by strong 41.0% margins and 18.8% 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.

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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Lakeland Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Lakeland Financial Corporation is the banking holding company for Lake City Bank offering various banking products and services. The company is headquartered in Warsaw, Indiana.

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