WallStSmart

JPMorgan Chase & Co (JPM)vsUnited Bankshares Inc (UBSI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 15027% more annual revenue ($186.33B vs $1.23B). UBSI leads profitability with a 41.0% profit margin vs 34.9%. JPM appears more attractively valued with a PEG of 1.73. 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

UBSI

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 7.5Value: 5.7Quality: 8.3
Piotroski: 6/9

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$900.78B10/10

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
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

UBSI6 strengths · Avg: 9.5/10
Price/BookValuation
1.2x10/10

Reasonable price relative to book value

Profit MarginProfitability
41.0%10/10

Keeps 41 of every $100 in revenue as profit

Operating MarginProfitability
52.1%10/10

Strong operational efficiency at 52.1%

EPS GrowthGrowth
50.6%10/10

Earnings expanding 50.6% YoY

Debt/EquityHealth
0.159/10

Conservative balance sheet, low leverage

P/E RatioValuation
13.3x8/10

Attractively priced relative to earnings

Areas to Watch

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.301/10

Elevated debt levels

UBSI1 concerns · Avg: 4.0/10
PEG RatioValuation
1.954/10

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

Bull Case : UBSI

The strongest argument for UBSI centers on Price/Book, Profit Margin, Operating Margin. Profitability is solid with margins at 41.0% and operating margin at 52.1%. Revenue growth of 10.6% 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 : UBSI

The primary concerns for UBSI are PEG Ratio.

Key Dynamics to Monitor

JPM profiles as a growth stock while UBSI is a mature play — different risk/reward profiles.

JPM carries more volatility with a beta of 0.98 — expect wider price swings.

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

UBSI generates stronger free cash flow (156M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (81/100 vs 73/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional Buy" and "Strong 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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United Bankshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

United Bankshares, Inc., a financial holding company, primarily provides commercial and retail banking products and services in the United States. The company is headquartered in Charleston, West Virginia.

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