Federated Investors Inc B (FHI)vsJPMorgan Chase & Co (JPM)
FHI
Federated Investors Inc B
$59.57
-2.33%
FINANCIAL SERVICES · Cap: $4.57B
JPM
JPMorgan Chase & Co
$356.23
+0.76%
FINANCIAL SERVICES · Cap: $946.93B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 9534% more annual revenue ($186.33B vs $1.93B). JPM leads profitability with a 34.9% profit margin vs 21.3%. FHI appears more attractively valued with a PEG of 1.49. JPM earns a higher WallStSmart Score of 81/100 (A-).
FHI
Strong Buy73
out of 100
Grade: B
JPM
Exceptional Buy81
out of 100
Grade: A-
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Attractively priced relative to earnings
Every $100 of equity generates 33 in profit
Safe zone — low bankruptcy risk
Keeps 21 of every $100 in revenue as profit
Strong operational efficiency at 27.7%
18.3% revenue growth
Mega-cap, among the largest globally
Keeps 35 of every $100 in revenue as profit
Strong operational efficiency at 50.4%
Revenue surging 30.4% year-over-year
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
No major concerns identified
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : FHI
The strongest argument for FHI centers on P/E Ratio, Return on Equity, Altman Z-Score. Profitability is solid with margins at 21.3% and operating margin at 27.7%. Revenue growth of 18.3% 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 : FHI
No major red flags identified for FHI, 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
JPM carries more volatility with a beta of 0.97 — expect wider price swings.
JPM is growing revenue faster at 30.4% — sustainability is the question.
FHI generates stronger free cash flow (76M), providing more financial flexibility.
Monitor ASSET MANAGEMENT industry trends, competitive dynamics, and regulatory changes.
Bottom Line
JPM scores higher overall (81/100 vs 73/100), 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.
Federated Investors Inc B
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Federated Hermes, Inc. is a publicly owned asset management portfolio company. The company is headquartered in Pittsburgh, Pennsylvania with additional offices in New York City and London, United Kingdom.
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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