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AMG vs JPM

AMG
Affiliated Managers Group, Inc.
BULLISH
Price
$319.82
Market Cap
$9.09B
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$294.16
Market Cap
$793.36B
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
AMG
19.73
JPM
14.69
Forward P/E
AMG
10.54
JPM
12.62
P/B Ratio
AMG
2.71
JPM
2.32
P/S Ratio
AMG
4.45
JPM
4.72
EV/EBITDA
AMG
19.54
JPM
--

Profitability

Gross Margin
AMG
51.7%
JPM
0.0%
Operating Margin
AMG
28.79%
JPM
41.06%
Profit Margin
AMG
26.01%
JPM
33.91%
ROE
AMG
16.22%
JPM
16.13%
ROA
AMG
3.56%
JPM
1.35%

Growth

Revenue Growth
AMG
2.2%
JPM
2.5%
Earnings Growth
AMG
81.8%
JPM
-3.6%

Financial Health

Debt/Equity
AMG
0.56
JPM
--
Current Ratio
AMG
126.47
JPM
--
Quick Ratio
AMG
126.47
JPM
--

Dividends

Dividend Yield
AMG
0.01%
JPM
2.11%
Payout Ratio
AMG
0.24%
JPM
28.97%

AI Verdict

AMG BULLISH

AMG exhibits strong financial health with a Piotroski F-Score of 8/9, indicating robust fundamentals across profitability, leverage, and operating efficiency. Despite the absence of an Altman Z-Score, the company shows low distress risk with a healthy Debt/Equity ratio of 0.56 and exceptional liquidity (Current Ratio: 126.47). The stock trades above the Graham Number ($207.58) but below the growth-based intrinsic value ($478.2), supported by strong earnings growth (YoY EPS +81.8%) and analyst target consensus of $364.14. However, weak insider sentiment and minimal dividend yield temper near-term catalysts.

Strengths
Exceptionally high Piotroski F-Score of 8/9, signaling strong financial health and operational efficiency
Outstanding profitability metrics: 26.01% net margin, 28.79% operating margin, and 16.22% ROE
Very strong year-over-year earnings growth of 81.8%, with Q/Q EPS growth at 71.8%
Risks
Missing Altman Z-Score prevents definitive distress risk assessment, though low leverage suggests safety
Insider selling activity: $3.7M in sales with no buys in last 6 months, signaling bearish sentiment from executives
Minimal dividend yield (0.01%) and low dividend strength score (25/100) limit appeal for income investors
JPM NEUTRAL

JPM shows bullish fundamentals based on deterministic rules. Financial strength is weak (F-Score 2/9). Key strengths include strong valuation and growth metrics. Price trades at a 109.8% premium to fair value estimate ($140.21), limiting near-term upside from a valuation perspective.

Strengths
Attractive valuation with P/E of 14.7
Strong profitability (33.9% margin)
Strong ROE of 16.1%
Risks
Weak financial trend (Piotroski F-Score: 2/9)
Price trades at a 109.8% premium to fair value estimate ($140.21), limiting near-term upside from a valuation perspective.

Compare Another Pair

AMG vs JPM: Head-to-Head Comparison

This page compares Affiliated Managers Group, Inc. (AMG) and JPMorgan Chase & Co. (JPM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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