BlackRock Inc (BLK)vsJPMorgan Chase & Co (JPM)
BLK
BlackRock Inc
$981.35
+0.54%
FINANCIAL SERVICES · Cap: $151.82B
JPM
JPMorgan Chase & Co
$295.42
+1.03%
FINANCIAL SERVICES · Cap: $796.76B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 595% more annual revenue ($168.24B vs $24.22B). JPM leads profitability with a 33.9% profit margin vs 22.9%. BLK appears more attractively valued with a PEG of 0.99. BLK earns a higher WallStSmart Score of 70/100 (B-).
BLK
Strong Buy70
out of 100
Grade: B-
JPM
Buy63
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-308.5%
Fair Value
$240.24
Current Price
$981.35
$741.11 premium
Margin of Safety
-116.9%
Fair Value
$136.20
Current Price
$295.42
$159.22 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 36.7%
Large-cap with strong market position
Keeps 23 of every $100 in revenue as profit
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.4% year-over-year
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 41.1%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Moderate valuation
Weak financial health signals
Earnings declined 31.7%
Expensive relative to growth rate
2.5% revenue growth
Elevated debt levels
Earnings declined 3.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : BLK
The strongest argument for BLK centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 22.9% and operating margin at 36.7%. Revenue growth of 23.4% 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 : BLK
The primary concerns for BLK are P/E Ratio, Piotroski F-Score, EPS Growth.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Revenue Growth, Debt/Equity.
Key Dynamics to Monitor
BLK profiles as a growth stock while JPM is a value play — different risk/reward profiles.
BLK carries more volatility with a beta of 1.49 — expect wider price swings.
BLK is growing revenue faster at 23.4% — sustainability is the question.
JPM generates stronger free cash flow (368.4B), providing more financial flexibility.
Bottom Line
BLK scores higher overall (70/100 vs 63/100), backed by strong 22.9% margins and 23.4% 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.
BlackRock Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
BlackRock, Inc. is an American multinational investment management corporation based in New York City.
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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