WallStSmart

JPMorgan Chase & Co (JPM)vsNB Bancorp, Inc. Common Stock (NBBK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 76761% more annual revenue ($173.56B vs $225.81M). JPM leads profitability with a 33.9% profit margin vs 23.3%. NBBK trades at a lower P/E of 14.3x. JPM earns a higher WallStSmart Score of 73/100 (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

NBBK

Strong Buy

66

out of 100

Grade: B-

Growth: 8.7Profit: 6.5Value: 6.0Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$828.64B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

Free Cash FlowQuality
$368.37B10/10

Generating 368.4B in free cash flow

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

NBBK5 strengths · Avg: 9.4/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Revenue GrowthGrowth
36.4%10/10

Revenue surging 36.4% year-over-year

Profit MarginProfitability
23.3%9/10

Keeps 23 of every $100 in revenue as profit

P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Areas to Watch

JPM3 concerns · Avg: 3.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

NBBK3 concerns · Avg: 2.7/10
Market CapQuality
$875.61M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
6.7%3/10

ROE of 6.7% — below average capital efficiency

Free Cash FlowQuality
$-1.60M2/10

Negative free cash flow — burning cash

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 43.0%. Revenue growth of 12.7% demonstrates continued momentum.

Bull Case : NBBK

The strongest argument for NBBK centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 23.3% and operating margin at 34.9%. Revenue growth of 36.4% demonstrates continued momentum.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.

Bear Case : NBBK

The primary concerns for NBBK are Market Cap, Return on Equity, Free Cash Flow.

Key Dynamics to Monitor

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

JPM carries more volatility with a beta of 1.04 — expect wider price swings.

NBBK is growing revenue faster at 36.4% — 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 66/100), 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.

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NB Bancorp, Inc. Common Stock

FINANCIAL SERVICES · BANKS - REGIONAL · USA

NB Bancorp, Inc. is a prominent financial holding company based in the Northeastern United States, primarily offering a full suite of commercial banking services through its subsidiary, Northbridge Bank. Catering to small and medium-sized enterprises as well as individual customers, the company provides a diverse array of banking products, including loans, deposit accounts, and treasury management solutions. With a strong emphasis on community banking, NB Bancorp leverages local market knowledge to build lasting client relationships and enhance service delivery. The company is strategically focused on operational efficiency and asset growth, positioning itself for sustainable long-term value creation for its shareholders amidst a competitive financial landscape.

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