JPMorgan Chase & Co (JPM)vsMSCI Inc (MSCI)
JPM
JPMorgan Chase & Co
$282.84
+0.33%
FINANCIAL SERVICES · Cap: $762.83B
MSCI
MSCI Inc
$523.40
-2.11%
FINANCIAL SERVICES · Cap: $38.46B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 5267% more annual revenue ($168.24B vs $3.13B). MSCI leads profitability with a 38.4% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.61. JPM earns a higher WallStSmart Score of 63/100 (C+).
JPM
Buy63
out of 100
Grade: C+
MSCI
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-107.7%
Fair Value
$136.20
Current Price
$282.84
$146.64 premium
Margin of Safety
-379.4%
Fair Value
$106.76
Current Price
$523.40
$416.64 premium
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 41.1%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 38 of every $100 in revenue as profit
Strong operational efficiency at 55.9%
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
2.5% revenue growth
Elevated debt levels
Earnings declined 3.6%
Expensive relative to growth rate
Premium valuation, high expectations priced in
ROE of 0.0% — below average capital efficiency
Earnings declined 2.3%
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 41.1%.
Bull Case : MSCI
The strongest argument for MSCI centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 38.4% and operating margin at 55.9%. Revenue growth of 10.6% demonstrates continued momentum.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Revenue Growth, Debt/Equity.
Bear Case : MSCI
The primary concerns for MSCI are PEG Ratio, P/E Ratio, Return on Equity.
Key Dynamics to Monitor
JPM profiles as a value stock while MSCI is a mature play — different risk/reward profiles.
MSCI carries more volatility with a beta of 1.30 — expect wider price swings.
MSCI is growing revenue faster at 10.6% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Bottom Line
JPM scores higher overall (63/100 vs 52/100), backed by strong 33.9% margins. Both earn "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.
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 →MSCI Inc
FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES · USA
MSCI Inc. (formerly Morgan Stanley Capital International and MSCI Barra), is an American finance company headquartered in New York City and serving as a global provider of equity, fixed income, hedge fund stock market indexes, multi-asset portfolio analysis tools and ESG products. It publishes the MSCI BRIC, MSCI World and MSCI EAFE Indexes.
Visit Website →Compare with Other BANKS - DIVERSIFIED Stocks
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