WallStSmart

JPMorgan Chase & Co (JPM)vsOFG Bancorp (OFG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 27253% more annual revenue ($173.56B vs $634.53M). JPM leads profitability with a 33.9% profit margin vs 33.6%. OFG appears more attractively valued with a PEG of 0.92. OFG earns a higher WallStSmart Score of 78/100 (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

OFG

Strong Buy

78

out of 100

Grade: B+

Growth: 7.3Profit: 8.0Value: 7.7Quality: 4.0
Piotroski: 2/9Altman Z: -0.59

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

OFG6 strengths · Avg: 9.3/10
P/E RatioValuation
9.5x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
33.6%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
42.0%10/10

Strong operational efficiency at 42.0%

PEG RatioValuation
0.928/10

Growing faster than its price suggests

EPS GrowthGrowth
26.0%8/10

Earnings expanding 26.0% YoY

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

OFG3 concerns · Avg: 2.7/10
Market CapQuality
$1.94B3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
-0.592/10

Distress zone — elevated risk

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 : OFG

The strongest argument for OFG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 33.6% and operating margin at 42.0%. PEG of 0.92 suggests the stock is reasonably priced for its growth.

Bear Case : JPM

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

Bear Case : OFG

The primary concerns for OFG are Market Cap, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

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

JPM is growing revenue faster at 12.7% — sustainability is the question.

JPM generates stronger free cash flow (368.4B), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

OFG scores higher overall (78/100 vs 73/100), backed by strong 33.6% margins. 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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OFG Bancorp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

OFG Bancorp, a financial holding company, offers a range of banking and financial services. The company is headquartered in San Juan, Puerto Rico.

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