WallStSmart

JPMorgan Chase & Co (JPM)vsTradeweb Markets Inc (TW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 8105% more annual revenue ($168.24B vs $2.05B). TW leads profitability with a 39.6% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.61. TW earns a higher WallStSmart Score of 67/100 (B-).

JPM

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 9.5Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.55

TW

Strong Buy

67

out of 100

Grade: B-

Growth: 8.0Profit: 8.5Value: 7.3Quality: 7.8
Piotroski: 5/9Altman Z: 5.64
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JPMSignificantly Overvalued (-116.9%)

Margin of Safety

-116.9%

Fair Value

$136.20

Current Price

$292.40

$156.20 premium

UndervaluedFair: $136.20Overvalued
TWUndervalued (+34.8%)

Margin of Safety

+34.8%

Fair Value

$176.44

Current Price

$123.33

$53.11 discount

UndervaluedFair: $176.44Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$796.76B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

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
2.3x8/10

Reasonable price relative to book value

TW4 strengths · Avg: 10.0/10
Profit MarginProfitability
39.6%10/10

Keeps 40 of every $100 in revenue as profit

Operating MarginProfitability
42.4%10/10

Strong operational efficiency at 42.4%

EPS GrowthGrowth
128.8%10/10

Earnings expanding 128.8% YoY

Altman Z-ScoreHealth
5.6410/10

Safe zone — low bankruptcy risk

Areas to Watch

JPM4 concerns · Avg: 3.3/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

Debt/EquityHealth
1.383/10

Elevated debt levels

EPS GrowthGrowth
-3.6%2/10

Earnings declined 3.6%

TW2 concerns · Avg: 3.0/10
P/E RatioValuation
32.7x4/10

Premium valuation, high expectations priced in

PEG RatioValuation
2.972/10

Expensive relative to growth rate

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 41.1%.

Bull Case : TW

The strongest argument for TW centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 39.6% and operating margin at 42.4%. Revenue growth of 12.5% demonstrates continued momentum.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Revenue Growth, Debt/Equity.

Bear Case : TW

The primary concerns for TW are P/E Ratio, PEG Ratio.

Key Dynamics to Monitor

JPM profiles as a value stock while TW is a mature play — different risk/reward profiles.

JPM carries more volatility with a beta of 1.06 — expect wider price swings.

TW is growing revenue faster at 12.5% — sustainability is the question.

JPM generates stronger free cash flow (368.4B), providing more financial flexibility.

Bottom Line

TW scores higher overall (67/100 vs 63/100), backed by strong 39.6% margins and 12.5% 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.

Visit Website →

Tradeweb Markets Inc

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Tradeweb Markets Inc. creates and operates electronic marketplaces in the Americas, Europe, the Middle East, Africa, Asia Pacific and internationally.

Want to dig deeper into these stocks?