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CHI vs JPM

CHI
Calamos Convertible Opportunities and Income Fund
BULLISH
Price
$11.32
Market Cap
$901.4M
Sector
Financial Services
AI Confidence
50%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$294.16
Market Cap
$793.36B
Sector
Financial Services
AI Confidence
65%

Valuation

P/E Ratio
CHI
5.17
JPM
14.69
Forward P/E
CHI
--
JPM
12.62
P/B Ratio
CHI
1.02
JPM
2.32
P/S Ratio
CHI
44.28
JPM
4.72
EV/EBITDA
CHI
--
JPM
--

Profitability

Gross Margin
CHI
100.0%
JPM
0.0%
Operating Margin
CHI
37.33%
JPM
41.06%
Profit Margin
CHI
847.56%
JPM
33.91%
ROE
CHI
20.99%
JPM
16.13%
ROA
CHI
0.49%
JPM
1.35%

Growth

Revenue Growth
CHI
-30.2%
JPM
2.5%
Earnings Growth
CHI
171.3%
JPM
-3.6%

Financial Health

Debt/Equity
CHI
0.49
JPM
--
Current Ratio
CHI
5.25
JPM
--
Quick Ratio
CHI
0.93
JPM
--

Dividends

Dividend Yield
CHI
10.17%
JPM
2.11%
Payout Ratio
CHI
52.05%
JPM
28.97%

AI Verdict

CHI BULLISH

CHI shows bullish fundamentals based on deterministic rules. Financial strength is strong (F-Score 7/9). Key strengths include strong valuation and growth metrics.

Strengths
Attractive valuation with P/E of 5.2
Undervalued vs Graham Number ($23.4)
Strong profitability (847.6% margin)
Risks
Declining revenue (-30.2%)
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

CHI vs JPM: Head-to-Head Comparison

This page compares Calamos Convertible Opportunities and Income Fund (CHI) 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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