WallStSmart

AllianceBernstein Holding L.P. (AB)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 232819% more annual revenue ($186.33B vs $80.00M). AB leads profitability with a 390.6% profit margin vs 34.9%. AB appears more attractively valued with a PEG of 0.63. JPM earns a higher WallStSmart Score of 81/100 (A-).

AB

Buy

62

out of 100

Grade: C+

Growth: 4.7Profit: 7.5Value: 7.7Quality: 5.3
Piotroski: 4/9

JPM

Exceptional Buy

81

out of 100

Grade: A-

Growth: 10.0Profit: 8.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

AB6 strengths · Avg: 9.2/10
P/E RatioValuation
11.4x10/10

Attractively priced relative to earnings

Profit MarginProfitability
390.6%10/10

Keeps 391 of every $100 in revenue as profit

Operating MarginProfitability
100.0%10/10

Strong operational efficiency at 100.0%

Return on EquityProfitability
24.7%9/10

Every $100 of equity generates 25 in profit

PEG RatioValuation
0.638/10

Growing faster than its price suggests

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$916.31B10/10

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
15.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

AB1 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-40.3%2/10

Revenue declined 40.3%

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.724/10

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

Comparative Analysis Report

WallStSmart Research

Bull Case : AB

The strongest argument for AB centers on P/E Ratio, Profit Margin, Operating Margin. Profitability is solid with margins at 390.6% and operating margin at 100.0%. PEG of 0.63 suggests the stock is reasonably priced for its growth.

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.

Bear Case : AB

The primary concerns for AB are Revenue Growth.

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.

Key Dynamics to Monitor

AB profiles as a declining stock while JPM is a growth 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.

AB generates stronger free cash flow (89M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (81/100 vs 62/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional 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.

AllianceBernstein Holding L.P.

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

AllianceBernstein Holding LP is a publicly owned investment manager. The company is headquartered in New York, New York.

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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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