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BXSL vs JPM

BXSL
Blackstone Secured Lending Fund
BEARISH
Price
$23.40
Market Cap
$5.44B
Sector
Financial Services
AI Confidence
85%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
BXSL
9.51
JPM
15.68
Forward P/E
BXSL
8.62
JPM
13.42
P/B Ratio
BXSL
0.87
JPM
2.47
P/S Ratio
BXSL
3.83
JPM
5.03
EV/EBITDA
BXSL
--
JPM
--

Profitability

Gross Margin
BXSL
100.0%
JPM
0.0%
Operating Margin
BXSL
81.42%
JPM
41.06%
Profit Margin
BXSL
39.71%
JPM
33.91%
ROE
BXSL
9.15%
JPM
16.13%
ROA
BXSL
5.06%
JPM
1.35%

Growth

Revenue Growth
BXSL
1.5%
JPM
2.5%
Earnings Growth
BXSL
-27.0%
JPM
-3.6%

Financial Health

Debt/Equity
BXSL
1.29
JPM
--
Current Ratio
BXSL
1.31
JPM
--
Quick Ratio
BXSL
1.25
JPM
--

Dividends

Dividend Yield
BXSL
13.16%
JPM
1.91%
Payout Ratio
BXSL
125.2%
JPM
28.97%

AI Verdict

BXSL BEARISH

BXSL exhibits significant financial deterioration, highlighted by a weak Piotroski F-Score of 2/9 and a crashing earnings profile (-27% YoY). While the stock trades at a discount to book value (P/B 0.87) and below its Graham Number ($38.6), these value metrics are offset by an unsustainable dividend payout ratio of 125.20%. The combination of negative Q/Q earnings growth and a bearish technical trend (0/100) suggests a high risk of a dividend cut or further price correction despite analyst 'buy' ratings.

Strengths
Trading below book value (P/B 0.87)
Low P/E ratio (9.51) relative to sector average
Very high operating margins (81.43%)
Risks
Unsustainable payout ratio (125.20%) indicating dividend risk
Severe earnings contraction (-27% YoY, -22.4% Q/Q)
Weak financial health as evidenced by Piotroski F-Score of 2/9
JPM NEUTRAL

JPM exhibits a concerning Piotroski F-Score of 2/9, indicating weak short-term fundamental health, and currently trades at a significant premium to both its Graham Number ($239.11) and Intrinsic Value ($140.07). While the company maintains a strong ROE of 16.13% and dominant market positioning, negative YoY earnings growth (-3.60%) and bearish insider activity from the CEO and CFO signal internal caution. The stock's current price of $313.68 suggests the market is pricing in a growth premium that is not currently supported by the deterministic health or value metrics.

Strengths
Strong profitability with a 33.91% profit margin
Robust Return on Equity (ROE) of 16.13%
Conservative dividend payout ratio of 28.97%
Risks
Very low Piotroski F-Score (2/9) suggesting deteriorating financial health
Significant overvaluation relative to Intrinsic Value ($140.07)
Negative Year-over-Year earnings growth (-3.60%)

Compare Another Pair

BXSL vs JPM: Head-to-Head Comparison

This page compares Blackstone Secured Lending Fund (BXSL) 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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