WallStSmart

The Bank of New York Mellon Corporation (BNY)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 770% more annual revenue ($186.33B vs $21.41B). JPM leads profitability with a 34.9% profit margin vs 29.4%. BNY appears more attractively valued with a PEG of 1.34. JPM earns a higher WallStSmart Score of 81/100 (A-).

BNY

Strong Buy

74

out of 100

Grade: B

Growth: 8.0Profit: 7.3Value: 5.7Quality: 4.5
Piotroski: 5/9Altman Z: 0.04

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

BNY5 strengths · Avg: 8.8/10
Operating MarginProfitability
40.1%10/10

Strong operational efficiency at 40.1%

Market CapQuality
$108.83B9/10

Large-cap with strong market position

Profit MarginProfitability
29.4%9/10

Keeps 29 of every $100 in revenue as profit

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
26.9%8/10

Earnings expanding 26.9% YoY

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$900.78B10/10

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
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

Areas to Watch

BNY2 concerns · Avg: 2.0/10
Free Cash FlowQuality
$-3.63B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.042/10

Distress zone — elevated risk

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.734/10

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
3.391/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : BNY

The strongest argument for BNY centers on Operating Margin, Market Cap, Profit Margin. Profitability is solid with margins at 29.4% and operating margin at 40.1%. Revenue growth of 13.1% 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 34.9% and operating margin at 50.4%. Revenue growth of 30.4% demonstrates continued momentum.

Bear Case : BNY

The primary concerns for BNY are Free Cash Flow, Altman Z-Score.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Free Cash Flow, Altman Z-Score. Debt-to-equity of 3.39 is elevated, increasing financial risk.

Key Dynamics to Monitor

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

BNY carries more volatility with a beta of 1.06 — expect wider price swings.

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

BNY generates stronger free cash flow (-3.6B), providing more financial flexibility.

Bottom Line

JPM scores higher overall (81/100 vs 74/100), 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.

The Bank of New York Mellon Corporation

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

BlackRock New York Municipal Income Trust is a closed ended fixed income mutual fund launched by BlackRock, Inc

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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