JPMorgan Chase & Co (JPM)vsLPL Financial Holdings Inc (LPLA)
JPM
JPMorgan Chase & Co
$357.52
+0.34%
FINANCIAL SERVICES · Cap: $916.31B
LPLA
LPL Financial Holdings Inc
$362.63
+1.00%
FINANCIAL SERVICES · Cap: $28.29B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 871% more annual revenue ($186.33B vs $19.20B). JPM leads profitability with a 34.9% profit margin vs 5.2%. LPLA appears more attractively valued with a PEG of 0.53. JPM earns a higher WallStSmart Score of 81/100 (A-).
JPM
Exceptional Buy81
out of 100
Grade: A-
LPLA
Strong Buy74
out of 100
Grade: B
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Revenue surging 36.4% year-over-year
Growing faster than its price suggests
Earnings expanding 39.4% YoY
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Moderate valuation
5.2% margin — thin
Elevated debt levels
Weak financial health signals
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 34.9% and operating margin at 50.4%. Revenue growth of 30.4% demonstrates continued momentum.
Bull Case : LPLA
The strongest argument for LPLA centers on Revenue Growth, PEG Ratio, EPS Growth. Revenue growth of 36.4% demonstrates continued momentum. PEG of 0.53 suggests the stock is reasonably priced for its growth.
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.
Bear Case : LPLA
The primary concerns for LPLA are P/E Ratio, Profit Margin, Debt/Equity.
Key Dynamics to Monitor
JPM profiles as a growth stock while LPLA is a hypergrowth play — different risk/reward profiles.
JPM carries more volatility with a beta of 0.98 — expect wider price swings.
LPLA is growing revenue faster at 36.4% — sustainability is the question.
LPLA generates stronger free cash flow (135M), 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.
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 →LPL Financial Holdings Inc
FINANCIAL SERVICES · CAPITAL MARKETS · USA
LPL Financial Holdings Inc., provides an integrated platform of brokerage and investment advisory services to independent financial advisers and financial advisers at financial institutions in the United States. The company is headquartered in San Diego, California.
Visit Website →Compare with Other BANKS - DIVERSIFIED Stocks
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