JPMorgan Chase & Co (JPM)vsLPL Financial Holdings Inc (LPLA)
JPM
JPMorgan Chase & Co
$302.10
-1.36%
FINANCIAL SERVICES · Cap: $820.65B
LPLA
LPL Financial Holdings Inc
$303.52
-1.97%
FINANCIAL SERVICES · Cap: $25.55B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 873% more annual revenue ($173.56B vs $17.84B). JPM leads profitability with a 33.9% profit margin vs 5.0%. LPLA appears more attractively valued with a PEG of 0.42. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
LPLA
Strong Buy68
out of 100
Grade: B-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Growing faster than its price suggests
Revenue surging 35.0% year-over-year
Every $100 of equity generates 20 in profit
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Moderate valuation
4.5% earnings growth
Distress zone — elevated risk
5.0% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull 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 : LPLA
The strongest argument for LPLA centers on PEG Ratio, Revenue Growth, Return on Equity. Revenue growth of 35.0% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Free Cash Flow.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
JPM profiles as a mature stock while LPLA is a hypergrowth play — different risk/reward profiles.
JPM carries more volatility with a beta of 1.02 — expect wider price swings.
LPLA is growing revenue faster at 35.0% — sustainability is the question.
LPLA generates stronger free cash flow (125M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 68/100), backed by strong 33.9% margins and 12.7% 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.
Visit Website →LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
Visit Website →Compare with Other BANKS - DIVERSIFIED Stocks
Want to dig deeper into these stocks?