WallStSmart

JPMorgan Chase & Co (JPM)vsNeptune Insurance Holdings Inc. (NP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 102391% more annual revenue ($186.33B vs $181.80M). JPM leads profitability with a 34.9% profit margin vs 21.4%. 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

NP

Hold

49

out of 100

Grade: D+

Growth: 8.0Profit: 8.0Value: 5.0Quality: 4.5
Piotroski: 2/9Altman Z: -4.96

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$900.78B10/10

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
14.8x8/10

Attractively priced relative to earnings

Price/BookValuation
2.6x8/10

Reasonable price relative to book value

NP4 strengths · Avg: 9.8/10
Operating MarginProfitability
47.3%10/10

Strong operational efficiency at 47.3%

Revenue GrowthGrowth
32.8%10/10

Revenue surging 32.8% year-over-year

Debt/EquityHealth
-1.0610/10

Conservative balance sheet, low leverage

Profit MarginProfitability
21.4%9/10

Keeps 21 of every $100 in revenue as profit

Areas to Watch

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.301/10

Elevated debt levels

NP4 concerns · Avg: 3.0/10
EPS GrowthGrowth
3.1%4/10

3.1% earnings growth

Return on EquityProfitability
0.0%3/10

ROE of 0.0% — below average capital efficiency

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Altman Z-ScoreHealth
-4.962/10

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 : NP

The strongest argument for NP centers on Operating Margin, Revenue Growth, Debt/Equity. Profitability is solid with margins at 21.4% and operating margin at 47.3%. Revenue growth of 32.8% 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 : NP

The primary concerns for NP are EPS Growth, Return on Equity, Piotroski F-Score.

Key Dynamics to Monitor

NP is growing revenue faster at 32.8% — sustainability is the question.

NP generates stronger free cash flow (16M), providing more financial flexibility.

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

Bottom Line

JPM scores higher overall (81/100 vs 49/100), backed by strong 34.9% margins and 30.4% revenue growth. Both earn "Exceptional 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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Neptune Insurance Holdings Inc.

FINANCIAL SERVICES · INSURANCE BROKERS · USA

Neenah, Inc., a specialty materials company, produces and sells performance-based technical products and fine paper and packaging products worldwide. The company is headquartered in Alpharetta, Georgia.

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