WallStSmart

Great Elm Group Inc (GEG)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 760290% more annual revenue ($173.56B vs $22.82M). JPM leads profitability with a 33.9% profit margin vs -100.5%. GEG appears more attractively valued with a PEG of 0.77. JPM earns a higher WallStSmart Score of 73/100 (B).

GEG

Hold

40

out of 100

Grade: D

Growth: 6.7Profit: 2.0Value: 6.0Quality: 5.0
Piotroski: 3/9Altman Z: -27.28

JPM

Strong Buy

73

out of 100

Grade: B

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

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

GEG2 strengths · Avg: 8.0/10
PEG RatioValuation
0.778/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$806.43B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.7%10/10

Strong operational efficiency at 43.7%

P/E RatioValuation
14.4x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

GEG4 concerns · Avg: 3.3/10
EPS GrowthGrowth
2.2%4/10

2.2% earnings growth

Market CapQuality
$71.49M3/10

Smaller company, higher risk/reward

Debt/EquityHealth
1.593/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.574/10

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 : GEG

The strongest argument for GEG centers on PEG Ratio, Price/Book. PEG of 0.77 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 33.9% and operating margin at 43.7%. Revenue growth of 12.7% demonstrates continued momentum.

Bear Case : GEG

The primary concerns for GEG are EPS Growth, Market Cap, Debt/Equity. Debt-to-equity of 1.59 is elevated, increasing financial risk.

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

GEG profiles as a turnaround stock while JPM is a mature play — different risk/reward profiles.

JPM carries more volatility with a beta of 1.02 — expect wider price swings.

JPM is growing revenue faster at 12.7% — sustainability is the question.

GEG generates stronger free cash flow (6M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (73/100 vs 40/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Great Elm Group Inc

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Great Elm Group, Inc. operates in durable medical equipment, investment management, and real estate businesses. The company is headquartered in Waltham, Massachusetts.

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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