WallStSmart

JPMorgan Chase & Co (JPM)vsUWM Holdings Corp (UWMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 6269% more annual revenue ($186.33B vs $2.93B). JPM leads profitability with a 34.9% profit margin vs -1.3%. 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

UWMC

Hold

35

out of 100

Grade: F

Growth: 6.7Profit: 4.5Value: 5.0Quality: 3.0
Piotroski: 5/9Altman Z: 0.34

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM6 strengths · Avg: 9.3/10
Market CapQuality
$946.93B10/10

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
15.2x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

UWMC2 strengths · Avg: 9.5/10
EPS GrowthGrowth
277.8%10/10

Earnings expanding 277.8% YoY

Return on EquityProfitability
28.9%9/10

Every $100 of equity generates 29 in profit

Areas to Watch

JPM4 concerns · Avg: 2.3/10
PEG RatioValuation
1.644/10

Expensive relative to growth rate

Free Cash FlowQuality
$-25.28B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

Debt/EquityHealth
3.301/10

Elevated debt levels

UWMC4 concerns · Avg: 1.5/10
Revenue GrowthGrowth
-70.6%2/10

Revenue declined 70.6%

Altman Z-ScoreHealth
0.342/10

Distress zone — elevated risk

Profit MarginProfitability
-1.3%1/10

Currently unprofitable

Operating MarginProfitability
-111.0%1/10

Operating margin of -111.0%

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 : UWMC

The strongest argument for UWMC centers on EPS Growth, Return on Equity.

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 : UWMC

The primary concerns for UWMC are Revenue Growth, Altman Z-Score, Profit Margin. Debt-to-equity of 109.53 is elevated, increasing financial risk.

Key Dynamics to Monitor

JPM profiles as a growth stock while UWMC is a turnaround play — different risk/reward profiles.

UWMC carries more volatility with a beta of 1.82 — expect wider price swings.

JPM is growing revenue faster at 30.4% — sustainability is the question.

UWMC generates stronger free cash flow (335M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (81/100 vs 35/100), 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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UWM Holdings Corp

FINANCIAL SERVICES · MORTGAGE FINANCE · USA

UWM Holdings Corporation is engaged in the residential mortgage loan business in the United States. The company is headquartered in Pontiac, Michigan.

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