JPMorgan Chase & Co (JPM)vsNew Mountain Finance Corporation (NMFC)
JPM
JPMorgan Chase & Co
$312.37
-2.47%
FINANCIAL SERVICES · Cap: $855.84B
NMFC
New Mountain Finance Corporation
$7.83
-2.25%
FINANCIAL SERVICES · Cap: $735.78M
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 55848% more annual revenue ($173.56B vs $310.21M). JPM leads profitability with a 33.9% profit margin vs -18.6%. NMFC appears more attractively valued with a PEG of 1.34. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
NMFC
Hold46
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 84.5%
Areas to Watch
Expensive relative to growth rate
Negative free cash flow — burning cash
Distress zone — elevated risk
Elevated debt levels
Smaller company, higher risk/reward
Elevated debt levels
ROE of -5.5% — below average capital efficiency
Revenue declined 19.7%
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 : NMFC
The strongest argument for NMFC centers on Price/Book, Operating Margin. PEG of 1.34 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 3.39 is elevated, increasing financial risk.
Bear Case : NMFC
The primary concerns for NMFC are Market Cap, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
JPM profiles as a mature stock while NMFC is a turnaround play — different risk/reward profiles.
JPM carries more volatility with a beta of 1.00 — expect wider price swings.
JPM is growing revenue faster at 12.7% — sustainability is the question.
NMFC generates stronger free cash flow (401M), providing more financial flexibility.
Bottom Line
JPM scores higher overall (73/100 vs 46/100), 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 →New Mountain Finance Corporation
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
New Mountain Finance Corporation (NMFC) is a distinguished business development company specializing in tailored debt and equity financing solutions for middle-market enterprises across various industries. Supported by New Mountain Capital, NMFC adopts a rigorous investment approach that emphasizes capital preservation and the generation of sustainable income, striving to achieve attractive risk-adjusted returns for its investors. The company is characterized by its experienced management team and a strategic focus on enhancing shareholder value while cultivating resilience and growth within its investment portfolio, solidifying its position as a key player in the competitive middle-market landscape.
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