WallStSmart

JPMorgan Chase & Co (JPM)vsTruist Financial Corp (TFC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 830% more annual revenue ($173.56B vs $18.66B). JPM leads profitability with a 33.9% profit margin vs 29.6%. TFC appears more attractively valued with a PEG of 1.20. TFC earns a higher WallStSmart Score of 75/100 (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

TFC

Strong Buy

75

out of 100

Grade: B

Growth: 7.3Profit: 7.5Value: 6.3Quality: 4.3
Piotroski: 6/9Altman Z: 0.12

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$844.23B10/10

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
15.0x8/10

Attractively priced relative to earnings

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

TFC6 strengths · Avg: 9.0/10
Price/BookValuation
1.1x10/10

Reasonable price relative to book value

Operating MarginProfitability
39.0%10/10

Strong operational efficiency at 39.0%

Market CapQuality
$63.20B9/10

Large-cap with strong market position

Profit MarginProfitability
29.6%9/10

Keeps 30 of every $100 in revenue as profit

P/E RatioValuation
12.6x8/10

Attractively priced relative to earnings

EPS GrowthGrowth
25.3%8/10

Earnings expanding 25.3% YoY

Areas to Watch

JPM3 concerns · Avg: 3.0/10
PEG RatioValuation
1.684/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

TFC1 concerns · Avg: 2.0/10
Altman Z-ScoreHealth
0.122/10

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 33.9% and operating margin at 43.0%. Revenue growth of 12.7% demonstrates continued momentum.

Bull Case : TFC

The strongest argument for TFC centers on Price/Book, Operating Margin, Market Cap. Profitability is solid with margins at 29.6% and operating margin at 39.0%. PEG of 1.20 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 : TFC

The primary concerns for TFC are Altman Z-Score.

Key Dynamics to Monitor

JPM carries more volatility with a beta of 1.04 — 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.

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

Bottom Line

TFC scores higher overall (75/100 vs 73/100), backed by strong 29.6% margins. Both earn "Strong 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.

Visit Website →

Truist Financial Corp

FINANCIAL SERVICES · BANKS - REGIONAL · USA

Truist Financial Corporation is an American bank holding company headquartered in Charlotte, North Carolina. Its bank operates 2,781 branches in 15 states and Washington, D.C., and offers consumer and commercial banking, securities brokerage, asset management, mortgage, and insurance products and services.

Want to dig deeper into these stocks?