WallStSmart

JPMorgan Chase & Co (JPM)vsUMB Financial Corporation (UMBF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 6849% more annual revenue ($173.56B vs $2.50B). JPM leads profitability with a 33.9% profit margin vs 28.1%. JPM appears more attractively valued with a PEG of 1.65. UMBF 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

UMBF

Strong Buy

75

out of 100

Grade: B+

Growth: 8.7Profit: 7.5Value: 5.7Quality: 4.5
Piotroski: 4/9Altman Z: -0.81

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

UMBF5 strengths · Avg: 9.8/10
P/E RatioValuation
10.9x10/10

Attractively priced relative to earnings

Price/BookValuation
1.3x10/10

Reasonable price relative to book value

Operating MarginProfitability
43.0%10/10

Strong operational efficiency at 43.0%

Revenue GrowthGrowth
67.6%10/10

Revenue surging 67.6% year-over-year

Profit MarginProfitability
28.1%9/10

Keeps 28 of every $100 in revenue as profit

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

UMBF2 concerns · Avg: 2.0/10
PEG RatioValuation
2.542/10

Expensive relative to growth rate

Altman Z-ScoreHealth
-0.812/10

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 : UMBF

The strongest argument for UMBF centers on P/E Ratio, Price/Book, Operating Margin. Profitability is solid with margins at 28.1% and operating margin at 43.0%. Revenue growth of 67.6% demonstrates continued momentum.

Bear Case : JPM

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

Bear Case : UMBF

The primary concerns for UMBF are PEG Ratio, Altman Z-Score.

Key Dynamics to Monitor

JPM profiles as a mature stock while UMBF is a growth play — different risk/reward profiles.

JPM carries more volatility with a beta of 1.04 — expect wider price swings.

UMBF is growing revenue faster at 67.6% — sustainability is the question.

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

Bottom Line

UMBF scores higher overall (75/100 vs 73/100), backed by strong 28.1% margins and 67.6% revenue growth. 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.

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UMB Financial Corporation

FINANCIAL SERVICES · BANKS - REGIONAL · USA

UMB Financial Corporation is the holding company of UMB Bank providing various banking and other financial services. The company is headquartered in Kansas City, Missouri.

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