WallStSmart

JPMorgan Chase & Co (JPM)vsAltria Group (MO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 735% more annual revenue ($168.24B vs $20.14B). MO leads profitability with a 34.5% profit margin vs 33.9%. JPM appears more attractively valued with a PEG of 1.61. JPM earns a higher WallStSmart Score of 63/100 (C+).

JPM

Buy

63

out of 100

Grade: C+

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

MO

Hold

47

out of 100

Grade: D+

Growth: 2.0Profit: 8.5Value: 7.3Quality: 6.5
Piotroski: 4/9Altman Z: 2.86
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

JPMSignificantly Overvalued (-116.9%)

Margin of Safety

-116.9%

Fair Value

$136.20

Current Price

$295.42

$159.22 premium

UndervaluedFair: $136.20Overvalued
MOSignificantly Overvalued (-135.3%)

Margin of Safety

-135.3%

Fair Value

$28.02

Current Price

$63.78

$35.76 premium

UndervaluedFair: $28.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

MO6 strengths · Avg: 9.2/10
Profit MarginProfitability
34.5%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
57.1%10/10

Strong operational efficiency at 57.1%

Debt/EquityHealth
-7.3410/10

Conservative balance sheet, low leverage

Market CapQuality
$107.97B9/10

Large-cap with strong market position

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$3.18B8/10

Generating 3.2B in free cash flow

Areas to Watch

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%

MO4 concerns · Avg: 2.8/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Revenue GrowthGrowth
-0.5%2/10

Revenue declined 0.5%

EPS GrowthGrowth
-62.9%2/10

Earnings declined 62.9%

Comparative Analysis Report

WallStSmart Research

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%.

Bull Case : MO

The strongest argument for MO centers on Profit Margin, Operating Margin, Debt/Equity. Profitability is solid with margins at 34.5% and operating margin at 57.1%.

Bear Case : JPM

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

Bear Case : MO

The primary concerns for MO are PEG Ratio, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

JPM profiles as a value stock while MO is a declining play — different risk/reward profiles.

JPM carries more volatility with a beta of 1.06 — expect wider price swings.

JPM is growing revenue faster at 2.5% — sustainability is the question.

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

Bottom Line

JPM scores higher overall (63/100 vs 47/100), backed by strong 33.9% margins. Both earn "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.

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Altria Group

CONSUMER DEFENSIVE · TOBACCO · USA

Altria Group, Inc. (previously known as Philip Morris Companies, Inc.) is an American corporation and one of the world's largest producers and marketers of tobacco, cigarettes and related products. It operates worldwide and is headquartered in unincorporated Henrico County, Virginia, just outside the city of Richmond.

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