JPMorgan Chase & Co (JPM)vsOxford Square Capital Corp (OXSQ)
JPM
JPMorgan Chase & Co
$313.23
+1.29%
FINANCIAL SERVICES · Cap: $828.64B
OXSQ
Oxford Square Capital Corp
$1.93
+4.89%
FINANCIAL SERVICES · Cap: $158.39M
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 430152% more annual revenue ($173.56B vs $40.34M). JPM leads profitability with a 33.9% profit margin vs -46.4%. OXSQ appears more attractively valued with a PEG of 1.12. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
OXSQ
Hold41
out of 100
Grade: D
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 43.0%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 80.0%
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
1.9% revenue growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -12.2% — 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 33.9% and operating margin at 43.0%. Revenue growth of 12.7% demonstrates continued momentum.
Bull Case : OXSQ
The strongest argument for OXSQ centers on Price/Book, Operating Margin. PEG of 1.12 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 : OXSQ
The primary concerns for OXSQ are Revenue Growth, Market Cap, Piotroski F-Score.
Key Dynamics to Monitor
JPM profiles as a mature stock while OXSQ is a turnaround play — different risk/reward profiles.
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.
Bottom Line
JPM scores higher overall (73/100 vs 41/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong 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 →Oxford Square Capital Corp
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Oxford Square Capital Corp (OXSQ) is a prominent business development company specializing in tailored financing solutions for private middle-market enterprises across diverse sectors. The firm primarily targets debt securities to achieve steady current income, complemented by selective equity investments that facilitate portfolio growth. With a disciplined and insightful investment strategy rooted in extensive industry expertise, Oxford Square is committed to uncovering high-quality investment opportunities while prioritizing portfolio diversification. This strategic approach aims to create sustainable shareholder value and effectively mitigate risks in a dynamic financial environment.
Visit Website →Compare with Other BANKS - DIVERSIFIED Stocks
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