JPMorgan Chase & Co (JPM)vsStepstone Group Inc (STEP)
JPM
JPMorgan Chase & Co
$309.25
+1.29%
FINANCIAL SERVICES · Cap: $828.64B
STEP
Stepstone Group Inc
$52.90
+3.54%
FINANCIAL SERVICES · Cap: $6.39B
Smart Verdict
WallStSmart Research — data-driven comparison
JPMorgan Chase & Co generates 9635% more annual revenue ($173.56B vs $1.78B). JPM leads profitability with a 33.9% profit margin vs -30.7%. JPM earns a higher WallStSmart Score of 73/100 (B).
JPM
Strong Buy73
out of 100
Grade: B
STEP
Avoid33
out of 100
Grade: F
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 43.0%
Generating 368.4B in free cash flow
Attractively priced relative to earnings
Reasonable price relative to book value
Revenue surging 73.0% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
Elevated debt levels
Distress zone — elevated risk
Weak financial health signals
ROE of -65.1% — below average capital efficiency
Earnings declined 38.5%
Distress zone — elevated risk
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 43.0%. Revenue growth of 12.7% demonstrates continued momentum.
Bull Case : STEP
The strongest argument for STEP centers on Revenue Growth, Debt/Equity. Revenue growth of 73.0% demonstrates continued momentum.
Bear Case : JPM
The primary concerns for JPM are PEG Ratio, Debt/Equity, Altman Z-Score.
Bear Case : STEP
The primary concerns for STEP are Piotroski F-Score, Return on Equity, EPS Growth.
Key Dynamics to Monitor
JPM profiles as a mature stock while STEP is a hypergrowth play — different risk/reward profiles.
STEP carries more volatility with a beta of 1.31 — expect wider price swings.
STEP is growing revenue faster at 73.0% — 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 33/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "Avoid" 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 →Stepstone Group Inc
FINANCIAL SERVICES · ASSET MANAGEMENT · USA
Stepstone Group Inc. (STEP) is a premier global private markets investment firm, recognized for its expertise in providing customized investment solutions to institutional investors. Specializing in private equity, real estate, infrastructure, and private debt, the firm leverages a vast network and profound industry insights to identify and access high-quality investment opportunities. Committed to enhancing client portfolios through strategic asset allocation and meticulous due diligence, Stepstone is backed by a team of seasoned professionals and cutting-edge technology, enabling it to adeptly manage the intricacies of private markets and deliver sustainable long-term value.
Visit Website →Compare with Other BANKS - DIVERSIFIED Stocks
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