JPMorgan Chase & Co (JPM)vsNew Mountain Finance Corporation (NMFC)
JPM
JPMorgan Chase & Co
$314.90
+1.78%
FINANCIAL SERVICES · Cap: $824.35B
NMFC
New Mountain Finance Corporation
$8.53
+1.43%
FINANCIAL SERVICES · Cap: $794.35M
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 52963% more annual revenue ($173.56B vs $327.08M). JPM leads profitability with a 33.9% profit margin vs 5.0%. NMFC appears more attractively valued with a PEG of 1.34. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
NMFC
Buy51
out of 100
Grade: C-
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
Reasonable price relative to book value
Strong operational efficiency at 80.8%
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Negative free cash flow — burning cash
Distress zone — elevated risk
Smaller company, higher risk/reward
ROE of 1.3% — below average capital efficiency
5.0% margin — thin
Revenue declined 15.1%
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 : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 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 : NMFC
The primary concerns for NMFC are Market Cap, Return on Equity, Profit Margin.
Key Dynamics to Monitor
JPM profiles as a mature stock while NMFC is a value play — different risk/reward profiles.
JPM carries more volatility with a beta of 1.02 — expect wider price swings.
JPM is growing revenue faster at 12.7% — sustainability is the question.
NMFC generates stronger free cash flow (401M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 51/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong 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 →New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a prominent business development company focused on delivering customized debt and equity financing solutions to middle-market enterprises across diverse sectors. Backed by New Mountain Capital, the firm employs a disciplined investment strategy that prioritizes capital preservation and sustainable income generation, aiming to provide compelling risk-adjusted returns. With a commitment to informed decision-making and continuous operational improvement, NMFC seeks to enhance shareholder value while fostering growth and resilience in its investment portfolio. Its experienced management team and strategic focus position NMFC as a key player in the marketplace, dedicated to navigating the complexities of the middle-market landscape.
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