WallStSmart

JPMorgan Chase & Co (JPM)vsTriplepoint Venture Growth BDC Corp (TPVG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 191973% more annual revenue ($173.56B vs $90.36M). TPVG leads profitability with a 54.5% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.65. JPM earns a higher WallStSmart Score of 73/100 (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

TPVG

Buy

53

out of 100

Grade: C-

Growth: 4.7Profit: 8.0Value: 5.7Quality: 6.3
Piotroski: 4/9

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

TPVG4 strengths · Avg: 10.0/10
P/E RatioValuation
4.2x10/10

Attractively priced relative to earnings

Price/BookValuation
0.6x10/10

Reasonable price relative to book value

Profit MarginProfitability
54.5%10/10

Keeps 55 of every $100 in revenue as profit

Operating MarginProfitability
59.0%10/10

Strong operational efficiency at 59.0%

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

TPVG4 concerns · Avg: 2.5/10
Market CapQuality
$207.31M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.323/10

Elevated debt levels

PEG RatioValuation
2.762/10

Expensive relative to growth rate

Revenue GrowthGrowth
-12.7%2/10

Revenue declined 12.7%

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 : TPVG

The strongest argument for TPVG centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 54.5% and operating margin at 59.0%.

Bear Case : JPM

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

Bear Case : TPVG

The primary concerns for TPVG are Market Cap, Debt/Equity, PEG Ratio.

Key Dynamics to Monitor

JPM profiles as a mature stock while TPVG is a declining play — different risk/reward profiles.

TPVG carries more volatility with a beta of 1.38 — 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 53/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong 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.

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Triplepoint Venture Growth BDC Corp

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

TriplePoint Venture Growth BDC Corp (TPVG) is a prominent business development company focused on providing tailored debt financing solutions to high-growth, venture-backed firms, particularly in the technology and healthcare sectors. By fostering long-lasting partnerships, TPVG aids its portfolio companies in achieving strategic milestones while generating attractive risk-adjusted returns for investors. Leveraging an experienced management team and a robust network, the company effectively identifies and capitalizes on compelling investment opportunities, solidifying its leadership in the venture debt market. With a commitment to operational excellence and innovative financing strategies, TPVG aims to deliver sustainable income and enhance long-term capital growth for its stakeholders.

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