WallStSmart

JPMorgan Chase & Co (JPM)vsMarex Group plc Ordinary Shares (MRX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 5241% more annual revenue ($186.33B vs $3.49B). JPM leads profitability with a 34.9% profit margin vs 12.2%. JPM trades at a lower P/E of 15.2x. JPM earns a higher WallStSmart Score of 81/100 (A-).

JPM

Exceptional Buy

81

out of 100

Grade: A-

Growth: 10.0Profit: 8.0Value: 5.7Quality: 3.0
Piotroski: 4/9Altman Z: 0.55

MRX

Strong Buy

72

out of 100

Grade: B

Growth: 10.0Profit: 7.0Value: 6.0Quality: 3.8
Piotroski: 3/9Altman Z: 0.86

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$946.93B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
34.9%10/10

Keeps 35 of every $100 in revenue as profit

Operating MarginProfitability
50.4%10/10

Strong operational efficiency at 50.4%

Revenue GrowthGrowth
30.4%10/10

Revenue surging 30.4% year-over-year

P/E RatioValuation
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

MRX4 strengths · Avg: 9.3/10
Revenue GrowthGrowth
32.1%10/10

Revenue surging 32.1% year-over-year

EPS GrowthGrowth
105.3%10/10

Earnings expanding 105.3% YoY

Return on EquityProfitability
29.1%9/10

Every $100 of equity generates 29 in profit

P/E RatioValuation
15.6x8/10

Attractively priced relative to earnings

Areas to Watch

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

Free Cash FlowQuality
$-25.28B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.301/10

Elevated debt levels

MRX3 concerns · Avg: 2.7/10
Debt/EquityHealth
1.513/10

Elevated debt levels

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
0.862/10

Distress zone — elevated risk

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 34.9% and operating margin at 50.4%. Revenue growth of 30.4% demonstrates continued momentum.

Bull Case : MRX

The strongest argument for MRX centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 32.1% demonstrates continued momentum.

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 : MRX

The primary concerns for MRX are Debt/Equity, Piotroski F-Score, Altman Z-Score. Debt-to-equity of 1.51 is elevated, increasing financial risk.

Key Dynamics to Monitor

JPM carries more volatility with a beta of 0.97 — expect wider price swings.

MRX is growing revenue faster at 32.1% — sustainability is the question.

MRX generates stronger free cash flow (692M), providing more financial flexibility.

Monitor BANKS - DIVERSIFIED industry trends, competitive dynamics, and regulatory changes.

Bottom Line

JPM scores higher overall (81/100 vs 72/100), 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.

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Marex Group plc Ordinary Shares

FINANCIAL SERVICES · CAPITAL MARKETS · USA

Marex Group plc is a premier global commodities brokerage and risk management firm, specializing in comprehensive trading, clearing, and advisory services across essential sectors such as metals, energy, and agricultural commodities. With a robust technological infrastructure and deep market expertise, Marex provides customized solutions to a diverse clientele, including multinational corporations, financial institutions, and hedge funds. As a publicly traded entity, the company is dedicated to operational excellence and seeks to enhance its competitive edge in the commodities trading landscape while delivering sustainable value to its shareholders.

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