WallStSmart

Janus Henderson Group PLC (JHG)vsJPMorgan Chase & Co (JPM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 5332% more annual revenue ($168.24B vs $3.10B). JPM leads profitability with a 33.9% profit margin vs 26.3%. JHG appears more attractively valued with a PEG of 1.05. JHG earns a higher WallStSmart Score of 85/100 (A).

JHG

Exceptional Buy

85

out of 100

Grade: A

Growth: 7.3Profit: 9.0Value: 10.0Quality: 5.8
Piotroski: 6/9

JPM

Buy

63

out of 100

Grade: C+

Growth: 5.3Profit: 8.0Value: 7.3Quality: 7.0
Piotroski: 4/9Altman Z: 0.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JHGUndervalued (+80.3%)

Margin of Safety

+80.3%

Fair Value

$244.76

Current Price

$51.42

$193.34 discount

UndervaluedFair: $244.76Overvalued
JPMSignificantly Overvalued (-116.9%)

Margin of Safety

-116.9%

Fair Value

$136.20

Current Price

$295.42

$159.22 premium

UndervaluedFair: $136.20Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JHG5 strengths · Avg: 9.4/10
P/E RatioValuation
10.0x10/10

Attractively priced relative to earnings

Operating MarginProfitability
42.7%10/10

Strong operational efficiency at 42.7%

Revenue GrowthGrowth
61.3%10/10

Revenue surging 61.3% year-over-year

Profit MarginProfitability
26.3%9/10

Keeps 26 of every $100 in revenue as profit

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$796.76B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
41.1%10/10

Strong operational efficiency at 41.1%

Free Cash FlowQuality
$368.37B10/10

Generating 368.4B in free cash flow

P/E RatioValuation
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.3x8/10

Reasonable price relative to book value

Areas to Watch

JHG2 concerns · Avg: 3.0/10
EPS GrowthGrowth
2.4%4/10

2.4% earnings growth

Free Cash FlowQuality
$-148.20M2/10

Negative free cash flow — burning cash

JPM4 concerns · Avg: 3.3/10
PEG RatioValuation
1.614/10

Expensive relative to growth rate

Revenue GrowthGrowth
2.5%4/10

2.5% revenue growth

Debt/EquityHealth
1.383/10

Elevated debt levels

EPS GrowthGrowth
-3.6%2/10

Earnings declined 3.6%

Comparative Analysis Report

WallStSmart Research

Bull Case : JHG

The strongest argument for JHG centers on P/E Ratio, Operating Margin, Revenue Growth. Profitability is solid with margins at 26.3% and operating margin at 42.7%. Revenue growth of 61.3% 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 33.9% and operating margin at 41.1%.

Bear Case : JHG

The primary concerns for JHG are EPS Growth, Free Cash Flow.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Revenue Growth, Debt/Equity.

Key Dynamics to Monitor

JHG profiles as a growth stock while JPM is a value play — different risk/reward profiles.

JHG carries more volatility with a beta of 1.52 — expect wider price swings.

JHG is growing revenue faster at 61.3% — sustainability is the question.

JPM generates stronger free cash flow (368.4B), providing more financial flexibility.

Bottom Line

JHG scores higher overall (85/100 vs 63/100), backed by strong 26.3% margins and 61.3% revenue growth. Both earn "Exceptional 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.

Janus Henderson Group PLC

FINANCIAL SERVICES · ASSET MANAGEMENT · USA

Janus Henderson Group plc is an asset management portfolio entity. The company is headquartered in London, United Kingdom with additional offices in Jersey, United Kingdom and Sydney, Australia.

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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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