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ASG vs JPM

ASG
Liberty All-Star Growth Fund, Inc.
BEARISH
Price
$5.34
Market Cap
$330.9M
Sector
Financial Services
AI Confidence
78%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$294.16
Market Cap
$793.36B
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
ASG
9.54
JPM
14.69
Forward P/E
ASG
--
JPM
12.62
P/B Ratio
ASG
0.9
JPM
2.32
P/S Ratio
ASG
168.76
JPM
4.72
EV/EBITDA
ASG
--
JPM
--

Profitability

Gross Margin
ASG
100.0%
JPM
0.0%
Operating Margin
ASG
-125.62%
JPM
41.06%
Profit Margin
ASG
1782.83%
JPM
33.91%
ROE
ASG
9.73%
JPM
16.13%
ROA
ASG
-0.39%
JPM
1.35%

Growth

Revenue Growth
ASG
-13.2%
JPM
2.5%
Earnings Growth
ASG
-80.6%
JPM
-3.6%

Financial Health

Debt/Equity
ASG
0.0
JPM
--
Current Ratio
ASG
0.82
JPM
--
Quick Ratio
ASG
0.03
JPM
--

Dividends

Dividend Yield
ASG
8.94%
JPM
2.11%
Payout Ratio
ASG
82.14%
JPM
28.97%

AI Verdict

ASG BEARISH

The Advanced Deterministic Scorecard reveals a weak financial health profile with a Piotroski F-Score of 4/9, indicating borderline stability, and an absent Altman Z-Score, preventing a full distress risk assessment. Despite a low P/E of 9.54 compared to the sector average of 21.57 and a Price/Book of 0.90 suggesting possible value appeal, the company faces severe operational challenges, including negative operating margin (-125.62%) and steep year-over-year declines in revenue (-13.20%) and earnings (-80.60%). The high dividend yield of 8.94% appears unsustainable given the 82.14% payout ratio amid falling earnings, while technical indicators signal a bearish trend. Although the stock trades above the Graham Number of $8.64, current price of $5.34 appears misleadingly low due to deteriorating fundamentals and lack of analyst coverage.

Strengths
Low P/E ratio (9.54) relative to sector average (21.57), suggesting potential undervaluation
Price/Book ratio of 0.90 indicates shares trade near book value
Zero Debt/Equity ratio (0.00), reflecting no leverage risk
Risks
Piotroski F-Score of 4/9 indicates weak financial health and limited stability
Operating margin of -125.62% signals severe profitability issues
Steep earnings decline (YoY: -80.60%, Q/Q: -80.00%) raises sustainability concerns
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

ASG vs JPM: Head-to-Head Comparison

This page compares Liberty All-Star Growth Fund, Inc. (ASG) 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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