WallStSmart

JPMorgan Chase & Co (JPM)vsRand Capital Corp (RAND)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 3388298% more annual revenue ($186.33B vs $5.50M). JPM leads profitability with a 34.9% profit margin vs -2.7%. JPM appears more attractively valued with a PEG of 1.64. JPM earns a higher WallStSmart Score of 81/100 (A-).

JPM

Exceptional Buy

81

out of 100

Grade: A-

Growth: 10.0Profit: 8.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

RAND

Avoid

33

out of 100

Grade: F

Growth: 4.7Profit: 5.0Value: 4.0Quality: 6.5
Piotroski: 3/9Altman Z: 30.35

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$946.93B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
34.9%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
50.4%10/10

Strong operational efficiency at 50.4%

Revenue GrowthGrowth
30.4%10/10

Revenue surging 30.4% year-over-year

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

RAND4 strengths · Avg: 10.0/10
Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Operating MarginProfitability
58.8%10/10

Strong operational efficiency at 58.8%

Debt/EquityHealth
0.1010/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
30.3510/10

Safe zone — low bankruptcy risk

Areas to Watch

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

Free Cash FlowQuality
$-25.28B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.301/10

Elevated debt levels

RAND4 concerns · Avg: 2.5/10
Market CapQuality
$31.18M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
3.142/10

Expensive relative to growth rate

Return on EquityProfitability
-15.9%2/10

ROE of -15.9% — below average capital efficiency

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 34.9% and operating margin at 50.4%. Revenue growth of 30.4% demonstrates continued momentum.

Bull Case : RAND

The strongest argument for RAND centers on Price/Book, Operating Margin, Debt/Equity.

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 : RAND

The primary concerns for RAND are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

JPM profiles as a growth stock while RAND is a turnaround play — different risk/reward profiles.

JPM carries more volatility with a beta of 0.97 — expect wider price swings.

JPM is growing revenue faster at 30.4% — sustainability is the question.

RAND generates stronger free cash flow (-7M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (81/100 vs 33/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional Buy" and "Avoid" 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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Rand Capital Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Rand Capital Corp is a publicly-traded investment firm dedicated to providing growth capital to lower middle-market companies across a variety of sectors, including healthcare, technology, and consumer products. Utilizing a strategic investment approach that encompasses both equity and debt financing, Rand aims to generate substantial long-term returns for its shareholders while actively managing its portfolio for operational excellence. The firm emphasizes sustainable business practices and is well-positioned to capitalize on emerging opportunities in a dynamic economic environment, making it an attractive option for institutional investors seeking innovative growth strategies.

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