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AWF vs JPM

AWF
AllianceBernstein Global High Income Fund
NEUTRAL
Price
$10.60
Market Cap
$914.0M
Sector
Financial Services
AI Confidence
65%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$294.16
Market Cap
$793.36B
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
AWF
12.47
JPM
14.69
Forward P/E
AWF
--
JPM
12.62
P/B Ratio
AWF
0.92
JPM
2.32
P/S Ratio
AWF
12.39
JPM
4.72
EV/EBITDA
AWF
--
JPM
--

Profitability

Gross Margin
AWF
100.0%
JPM
0.0%
Operating Margin
AWF
86.67%
JPM
41.06%
Profit Margin
AWF
98.9%
JPM
33.91%
ROE
AWF
7.36%
JPM
16.13%
ROA
AWF
3.92%
JPM
1.35%

Growth

Revenue Growth
AWF
-1.1%
JPM
2.5%
Earnings Growth
AWF
6.8%
JPM
-3.6%

Financial Health

Debt/Equity
AWF
0.0
JPM
--
Current Ratio
AWF
0.58
JPM
--
Quick Ratio
AWF
0.57
JPM
--

Dividends

Dividend Yield
AWF
6.94%
JPM
2.11%
Payout Ratio
AWF
92.47%
JPM
28.97%

AI Verdict

AWF NEUTRAL

The Advanced Deterministic Scorecard shows a Piotroski F-Score of 5/9, indicating stable financial health, while the absent Altman Z-Score limits distress risk assessment. The stock trades below both the Graham Number ($14.84) and intrinsic value ($14.62), suggesting undervaluation, but weak technicals and declining revenue temper optimism. High dividend yield is offset by an elevated payout ratio near 93%, raising sustainability concerns. Profitability margins are exceptionally high, yet balance sheet liquidity and growth trends are mixed, resulting in a balanced overall profile.

Strengths
Exceptionally high gross, operating, and profit margins indicating strong pricing power or cost control
Debt-free balance sheet with 0.00 Debt/Equity ratio, reducing financial risk
Attractive valuation relative to Graham Number and intrinsic value, implying margin of safety
Risks
Piotroski F-Score of 5 is borderline—lacks strength and leaves room for deterioration
Current and quick ratios below 1.0 (0.58 and 0.57) signal potential short-term liquidity pressure
Revenue declining YoY (-1.10%) despite high margins, indicating possible volume or demand issues
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

AWF vs JPM: Head-to-Head Comparison

This page compares AllianceBernstein Global High Income Fund (AWF) 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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