JPMorgan Chase & Co (JPM)vsPatria Investments Ltd (PAX)
JPM
JPMorgan Chase & Co
$356.23
+0.76%
FINANCIAL SERVICES · Cap: $946.93B
PAX
Patria Investments Ltd
$10.62
-1.21%
FINANCIAL SERVICES · Cap: $1.73B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 43434% more annual revenue ($186.33B vs $428.01M). JPM leads profitability with a 34.9% profit margin vs 16.3%. JPM trades at a lower P/E of 15.2x. JPM earns a higher WallStSmart Score of 81/100 (A-).
JPM
Exceptional Buy81
out of 100
Grade: A-
PAX
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
Revenue surging 34.9% year-over-year
Strong operational efficiency at 22.6%
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
Earnings declined 18.7%
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 : PAX
The strongest argument for PAX centers on Revenue Growth, Operating Margin. Profitability is solid with margins at 16.3% and operating margin at 22.6%. Revenue growth of 34.9% demonstrates continued momentum.
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 : PAX
The primary concerns for PAX are Market Cap, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
JPM carries more volatility with a beta of 0.97 — expect wider price swings.
PAX is growing revenue faster at 34.9% — sustainability is the question.
PAX generates stronger free cash flow (28M), providing more financial flexibility.
Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.
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 →Patria Investments Ltd
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Patria Investments Limited is a private market investment firm focused on investing in Latin America. The company is headquartered in Grand Cayman, the Cayman Islands.
Visit Website →Compare with Other BANKS - DIVERSIFIED Stocks
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