WallStSmart

JPMorgan Chase & Co (JPM)vsUnion Bankshares Inc (UNB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 323203% more annual revenue ($173.56B vs $53.68M). JPM leads profitability with a 33.9% profit margin vs 20.6%. UNB trades at a lower P/E of 10.6x. 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

UNB

Buy

52

out of 100

Grade: C-

Growth: 5.3Profit: 7.0Value: 6.7Quality: 5.0

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

UNB4 strengths · Avg: 9.3/10
P/E RatioValuation
10.6x10/10

Attractively priced relative to earnings

Price/BookValuation
1.4x10/10

Reasonable price relative to book value

Profit MarginProfitability
20.6%9/10

Keeps 21 of every $100 in revenue as profit

Operating MarginProfitability
21.3%8/10

Strong operational efficiency at 21.3%

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

UNB3 concerns · Avg: 2.3/10
Market CapQuality
$117.75M3/10

Smaller company, higher risk/reward

EPS GrowthGrowth
-10.1%2/10

Earnings declined 10.1%

Free Cash FlowQuality
$-38.44M2/10

Negative free cash flow — burning cash

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 : UNB

The strongest argument for UNB centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 20.6% and operating margin at 21.3%.

Bear Case : JPM

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

Bear Case : UNB

The primary concerns for UNB are Market Cap, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

JPM carries more volatility with a beta of 1.04 — 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.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JPM scores higher overall (73/100 vs 52/100), 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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Union Bankshares Inc

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Union Bankshares, Inc. is the banking holding company for Union Bank offering retail, commercial and municipal banking products and services in Northern Vermont and New Hampshire. The company is headquartered in Morrisville, Vermont.

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