WallStSmart

JPMorgan Chase & Co (JPM)vsVersaBank (VBNK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

JPMorgan Chase & Co generates 134193% more annual revenue ($173.56B vs $129.24M). JPM leads profitability with a 33.9% profit margin vs 24.3%. JPM trades at a lower P/E of 14.9x. JPM earns a higher WallStSmart Score of 73/100 (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

VBNK

Buy

64

out of 100

Grade: C+

Growth: 6.7Profit: 6.5Value: 5.3Quality: 5.0

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

JPM5 strengths · Avg: 9.2/10
Market CapQuality
$824.35B10/10

Mega-cap, among the largest globally

Profit MarginProfitability
33.9%10/10

Keeps 34 of every $100 in revenue as profit

Operating MarginProfitability
43.7%10/10

Strong operational efficiency at 43.7%

P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

VBNK5 strengths · Avg: 9.4/10
Price/BookValuation
1.5x10/10

Reasonable price relative to book value

Operating MarginProfitability
42.6%10/10

Strong operational efficiency at 42.6%

Revenue GrowthGrowth
33.6%10/10

Revenue surging 33.6% year-over-year

Profit MarginProfitability
24.3%9/10

Keeps 24 of every $100 in revenue as profit

EPS GrowthGrowth
23.7%8/10

Earnings expanding 23.7% YoY

Areas to Watch

JPM4 concerns · Avg: 2.8/10
PEG RatioValuation
1.664/10

Expensive relative to growth rate

Debt/EquityHealth
1.383/10

Elevated debt levels

Free Cash FlowQuality
$-211.76B2/10

Negative free cash flow — burning cash

Altman Z-ScoreHealth
0.552/10

Distress zone — elevated risk

VBNK3 concerns · Avg: 3.3/10
P/E RatioValuation
25.5x4/10

Moderate valuation

Market CapQuality
$581.91M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
5.9%3/10

ROE of 5.9% — below average capital efficiency

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 43.7%. Revenue growth of 12.7% demonstrates continued momentum.

Bull Case : VBNK

The strongest argument for VBNK centers on Price/Book, Operating Margin, Revenue Growth. Profitability is solid with margins at 24.3% and operating margin at 42.6%. Revenue growth of 33.6% demonstrates continued momentum.

Bear Case : JPM

The primary concerns for JPM are PEG Ratio, Debt/Equity, Free Cash Flow.

Bear Case : VBNK

The primary concerns for VBNK are P/E Ratio, Market Cap, Return on Equity.

Key Dynamics to Monitor

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

VBNK carries more volatility with a beta of 1.03 — expect wider price swings.

VBNK is growing revenue faster at 33.6% — sustainability is the question.

VBNK generates stronger free cash flow (55M), providing more financial flexibility.

Bottom Line

JPM scores higher overall (73/100 vs 64/100), backed by strong 33.9% margins and 12.7% revenue growth. Both earn "Strong Buy" and "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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VersaBank

FINANCIAL SERVICES · BANKS - REGIONAL · USA

VersaBank (VBNK) is a pioneering digital bank headquartered in London, Ontario, recognized for its innovative technology-driven banking solutions. Specializing in both commercial and residential lending, the bank operates on a robust cloud-based infrastructure that not only drives operational efficiency but also ensures a high level of security for its clients. With a strong commitment to cybersecurity, VersaBank is well-positioned to leverage the ongoing digital transformation in the financial services sector, adapting to changing consumer preferences while expanding its diverse suite of financial offerings. As a leader in the Canadian digital banking arena, VersaBank is strategically equipped to navigate complex financial landscapes and capitalize on emerging opportunities.

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