WallStSmart

Artisan Partners Asset Management Inc (APAM)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 14834% more annual revenue ($186.33B vs $1.25B). JPM leads profitability with a 34.9% profit margin vs 24.1%. APAM appears more attractively valued with a PEG of 1.38. JPM earns a higher WallStSmart Score of 81/100 (A-).

APAM

Strong Buy

69

out of 100

Grade: B-

Growth: 6.7Profit: 9.5Value: 7.0Quality: 7.0
Piotroski: 5/9Altman Z: 2.84

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

APAM4 strengths · Avg: 9.3/10
P/E RatioValuation
9.8x10/10

Attractively priced relative to earnings

Return on EquityProfitability
73.8%10/10

Every $100 of equity generates 74 in profit

Profit MarginProfitability
24.1%9/10

Keeps 24 of every $100 in revenue as profit

Operating MarginProfitability
27.5%8/10

Strong operational efficiency at 27.5%

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$946.93B10/10

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
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

APAM0 concerns · Avg: 0/10

No major concerns identified

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

Free Cash FlowQuality
$-25.28B2/10

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 : APAM

The strongest argument for APAM centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 24.1% and operating margin at 27.5%. PEG of 1.38 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 : APAM

No major red flags identified for APAM, but monitor valuation.

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

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

APAM carries more volatility with a beta of 1.66 — expect wider price swings.

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

APAM generates stronger free cash flow (115M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (81/100 vs 69/100), 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.

Artisan Partners Asset Management Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Artisan Partners Asset Management Inc. is a publicly owned investment manager. The company is headquartered in Milwaukee, Wisconsin with additional offices in Atlanta, Georgia; New York City; San Francisco, California; Leawood, Kansas; and London, United Kingdom.

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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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