JPMorgan Chase & Co (JPM)vsBlue Owl Capital Inc (OWL)
JPM
JPMorgan Chase & Co
$356.23
+0.76%
FINANCIAL SERVICES · Cap: $946.93B
OWL
Blue Owl Capital Inc
$10.56
+1.25%
FINANCIAL SERVICES · Cap: $17.58B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 6131% more annual revenue ($186.33B vs $2.99B). JPM leads profitability with a 34.9% profit margin vs 2.7%. OWL appears more attractively valued with a PEG of 0.19. JPM earns a higher WallStSmart Score of 81/100 (A-).
JPM
Exceptional Buy81
out of 100
Grade: A-
OWL
Buy51
out of 100
Grade: C-
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
Growing faster than its price suggests
Strong operational efficiency at 28.9%
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
ROE of 4.0% — below average capital efficiency
2.7% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
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 : OWL
The strongest argument for OWL centers on PEG Ratio, Operating Margin. PEG of 0.19 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 : OWL
The primary concerns for OWL are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 93.5x leaves little room for execution misses. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
JPM profiles as a growth stock while OWL is a value play — different risk/reward profiles.
OWL carries more volatility with a beta of 1.21 — expect wider price swings.
JPM is growing revenue faster at 30.4% — sustainability is the question.
OWL generates stronger free cash flow (453M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (81/100 vs 51/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional 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 →Blue Owl Capital Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Blue Owl Capital Inc. is an asset manager. The company is headquartered in New York, New York.
Compare with Other BANKS - DIVERSIFIED Stocks
Want to dig deeper into these stocks?