JPMorgan Chase & Co (JPM)vsJackson Financial Inc (JXN)
JPM
JPMorgan Chase & Co
$312.37
+2.31%
FINANCIAL SERVICES · Cap: $806.43B
JXN
Jackson Financial Inc
$107.86
+1.78%
FINANCIAL SERVICES · Cap: $7.58B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 2837% more annual revenue ($173.56B vs $5.91B). JPM leads profitability with a 33.9% profit margin vs -6.3%. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
JXN
Hold45
out of 100
Grade: D+
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 43.7%
Attractively priced relative to earnings
Reasonable price relative to book value
Reasonable price relative to book value
Strong operational efficiency at 44.6%
Generating 1.0B in free cash flow
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
ROE of -3.9% — below average capital efficiency
Revenue declined 22.6%
Earnings declined 31.8%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : JXN
The strongest argument for JXN centers on Price/Book, Operating Margin, Free Cash Flow.
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.
Bear Case : JXN
The primary concerns for JXN are Return on Equity, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
JPM profiles as a mature stock while JXN is a turnaround play — different risk/reward profiles.
JXN carries more volatility with a beta of 1.33 — expect wider price swings.
JPM is growing revenue faster at 12.7% — sustainability is the question.
JXN generates stronger free cash flow (1.0B), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 45/100), 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.
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.
Visit Website →Jackson Financial Inc
FINANCIAL SERVICES · INSURANCE - LIFE · USA
Jackson Financial Inc. is a prominent player in the U.S. life insurance and asset management sectors, focusing on innovative retirement solutions that enhance financial security for individuals and families. The company provides a diverse portfolio of fixed and variable annuities as well as life insurance products, expertly tailored to address the evolving needs of retirees and investors in a dynamic financial landscape. Leveraging advanced technology and a robust distribution network, Jackson Financial is well-equipped to capitalize on demographic shifts and the rising demand for effective retirement planning, positioning itself for sustainable growth and a competitive advantage in the market.
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