WallStSmart

JPMorgan Chase & Co (JPM)vsNavient Corp (NAVI)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 52653% more annual revenue ($173.56B vs $329.00M). JPM leads profitability with a 33.9% profit margin vs -18.5%. NAVI appears more attractively valued with a PEG of 0.14. JPM earns a higher WallStSmart Score of 73/100 (B).

JPM

Strong Buy

73

out of 100

Grade: B

Growth: 8.0Profit: 8.0Value: 5.7Quality: 5.5
Piotroski: 4/9Altman Z: 0.55

NAVI

Hold

49

out of 100

Grade: D+

Growth: 4.7Profit: 4.0Value: 6.7Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$828.64B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

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
2.4x8/10

Reasonable price relative to book value

NAVI3 strengths · Avg: 9.3/10
PEG RatioValuation
0.1410/10

Growing faster than its price suggests

Price/BookValuation
0.4x10/10

Reasonable price relative to book value

Operating MarginProfitability
28.8%8/10

Strong operational efficiency at 28.8%

Areas to Watch

JPM3 concerns · Avg: 3.0/10
PEG RatioValuation
1.654/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

NAVI4 concerns · Avg: 2.3/10
Market CapQuality
$893.84M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-2.5%2/10

ROE of -2.5% — below average capital efficiency

Revenue GrowthGrowth
-0.8%2/10

Revenue declined 0.8%

EPS GrowthGrowth
-59.4%2/10

Earnings declined 59.4%

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 43.0%. Revenue growth of 12.7% demonstrates continued momentum.

Bull Case : NAVI

The strongest argument for NAVI centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.14 suggests the stock is reasonably priced for its growth.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.

Bear Case : NAVI

The primary concerns for NAVI are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

JPM profiles as a mature stock while NAVI is a turnaround play — different risk/reward profiles.

NAVI carries more volatility with a beta of 1.29 — expect wider price swings.

JPM is growing revenue faster at 12.7% — sustainability is the question.

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

Bottom Line

JPM scores higher overall (73/100 vs 49/100), 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.

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Navient Corp

FINANCIAL SERVICES · CREDIT SERVICES · USA

Navient Corporation provides education loan management and business processing solutions for federal, state, and local government, education, and healthcare clients in the United States. The company is headquartered in Wilmington, Delaware.

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