WallStSmart

Apple Inc (AAPL)vsJPMorgan Chase & Co (JPM)

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Smart Verdict

WallStSmart Research — data-driven comparison

Apple Inc generates 159% more annual revenue ($435.62B vs $168.24B). JPM leads profitability with a 33.9% profit margin vs 27.0%. JPM appears more attractively valued with a PEG of 1.61. AAPL earns a higher WallStSmart Score of 65/100 (C+).

AAPL

Buy

65

out of 100

Grade: C+

Growth: 6.7Profit: 8.5Value: 8.7Quality: 7.0
Piotroski: 7/9Altman Z: 2.42

JPM

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

AAPLUndervalued (+11.8%)

Margin of Safety

+11.8%

Fair Value

$285.39

Current Price

$252.62

$32.77 discount

UndervaluedFair: $285.39Overvalued
JPMSignificantly Overvalued (-116.9%)

Margin of Safety

-116.9%

Fair Value

$136.20

Current Price

$295.42

$159.22 premium

UndervaluedFair: $136.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AAPL5 strengths · Avg: 9.4/10
Market CapQuality
$3.70T10/10

Mega-cap, among the largest globally

Operating MarginProfitability
35.4%10/10

Strong operational efficiency at 35.4%

Free Cash FlowQuality
$51.55B10/10

Generating 51.6B in free cash flow

Profit MarginProfitability
27.0%9/10

Keeps 27 of every $100 in revenue as profit

Revenue GrowthGrowth
15.7%8/10

15.7% revenue growth

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

Areas to Watch

AAPL4 concerns · Avg: 3.5/10
PEG RatioValuation
2.244/10

Expensive relative to growth rate

P/E RatioValuation
31.9x4/10

Premium valuation, high expectations priced in

Return on EquityProfitability
1.5%3/10

ROE of 1.5% — below average capital efficiency

Debt/EquityHealth
1.033/10

Elevated debt levels

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%

Comparative Analysis Report

WallStSmart Research

Bull Case : AAPL

The strongest argument for AAPL centers on Market Cap, Operating Margin, Free Cash Flow. Profitability is solid with margins at 27.0% and operating margin at 35.4%. Revenue growth of 15.7% demonstrates continued momentum.

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%.

Bear Case : AAPL

The primary concerns for AAPL are PEG Ratio, P/E Ratio, Return on Equity.

Bear Case : JPM

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

Key Dynamics to Monitor

AAPL profiles as a growth stock while JPM is a value play — different risk/reward profiles.

AAPL carries more volatility with a beta of 1.12 — expect wider price swings.

AAPL is growing revenue faster at 15.7% — sustainability is the question.

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

Bottom Line

AAPL scores higher overall (65/100 vs 63/100), backed by strong 27.0% margins and 15.7% revenue growth. Both earn "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.

Apple Inc

TECHNOLOGY · CONSUMER ELECTRONICS · USA

Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.

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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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