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EQH vs JPM

EQH
Equitable Holdings, Inc.
BEARISH
Price
$41.10
Market Cap
$11.57B
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
EQH
--
JPM
15.68
Forward P/E
EQH
4.66
JPM
13.42
P/B Ratio
EQH
-10.2
JPM
2.47
P/S Ratio
EQH
0.99
JPM
5.03
EV/EBITDA
EQH
-60.57
JPM
--

Profitability

Gross Margin
EQH
11.33%
JPM
0.0%
Operating Margin
EQH
12.15%
JPM
41.06%
Profit Margin
EQH
-11.82%
JPM
33.91%
ROE
EQH
-38.87%
JPM
16.13%
ROA
EQH
-0.2%
JPM
1.35%

Growth

Revenue Growth
EQH
-14.2%
JPM
2.5%
Earnings Growth
EQH
-74.4%
JPM
-3.6%

Financial Health

Debt/Equity
EQH
4.3
JPM
--
Current Ratio
EQH
2.05
JPM
--
Quick Ratio
EQH
1.67
JPM
--

Dividends

Dividend Yield
EQH
2.63%
JPM
1.91%
Payout Ratio
EQH
76.74%
JPM
28.97%

AI Verdict

EQH BEARISH

Equitable Holdings exhibits severe financial distress as evidenced by a weak Piotroski F-Score of 2/9 and a negative ROE of -38.87%. While analysts maintain a 'strong_buy' rating with a target of $57.46, this is sharply contradicted by a 0/100 technical trend, aggressive insider selling, and a consistent track record of earnings misses (0/4 in the last year). The combination of negative revenue growth (-14.20%) and a negative Price/Book ratio suggests a value trap rather than a value opportunity.

Strengths
Strong current ratio (2.05) indicating short-term liquidity
Low forward P/E ratio (4.66) suggesting theoretical undervaluation
Positive quick ratio (1.67) providing a buffer for immediate liabilities
Risks
Severe financial health deterioration (Piotroski F-Score 2/9)
Negative shareholders' equity implied by Price/Book of -10.20
Deeply negative earnings growth (-74.40% YoY)
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

EQH vs JPM: Head-to-Head Comparison

This page compares Equitable Holdings, Inc. (EQH) 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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