JPMorgan Chase & Co (JPM)vsNew Mountain Finance Corporation (NMFC)
JPM
JPMorgan Chase & Co
$356.40
-0.82%
FINANCIAL SERVICES · Cap: $916.31B
NMFC
New Mountain Finance Corporation
$7.65
+4.08%
FINANCIAL SERVICES · Cap: $648.89M
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 59964% more annual revenue ($186.33B vs $310.21M). JPM leads profitability with a 34.9% profit margin vs -18.6%. NMFC appears more attractively valued with a PEG of 1.34. JPM earns a higher WallStSmart Score of 81/100 (A-).
JPM
Exceptional Buy81
out of 100
Grade: A-
NMFC
Hold46
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 50.4%
Revenue surging 30.4% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 84.5%
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Elevated debt levels
Weak financial health signals
ROE of -5.5% — below average capital efficiency
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 34.9% and operating margin at 50.4%. Revenue growth of 30.4% 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, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.30 is elevated, increasing financial risk.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
JPM profiles as a growth stock while NMFC is a turnaround play — different risk/reward profiles.
JPM carries more volatility with a beta of 0.98 — expect wider price swings.
JPM is growing revenue faster at 30.4% — sustainability is the question.
NMFC generates stronger free cash flow (401M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (81/100 vs 46/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional Buy" and "Hold" 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 leading business development company focused on delivering tailored debt and equity financing solutions for middle-market enterprises across a variety of industries. Strategically backed by New Mountain Capital, NMFC emphasizes a disciplined investment approach aimed at capital preservation and sustainable income, thereby providing attractive risk-adjusted returns for its investors. With a seasoned management team and a strong commitment to shareholder value, NMFC is adept at managing the complexities of the middle-market, positioning itself for resilience and growth in a competitive investment environment.
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