No connection

Search Results

ERC vs JPM

ERC
Allspring Multi-Sector Income Fund
BULLISH
Price
$9.19
Market Cap
$257.8M
Sector
Financial Services
AI Confidence
75%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
ERC
9.57
JPM
15.68
Forward P/E
ERC
--
JPM
13.42
P/B Ratio
ERC
0.91
JPM
2.47
P/S Ratio
ERC
8.9
JPM
5.03
EV/EBITDA
ERC
--
JPM
--

Profitability

Gross Margin
ERC
100.0%
JPM
0.0%
Operating Margin
ERC
90.08%
JPM
41.06%
Profit Margin
ERC
93.54%
JPM
33.91%
ROE
ERC
9.65%
JPM
16.13%
ROA
ERC
4.02%
JPM
1.35%

Growth

Revenue Growth
ERC
-6.6%
JPM
2.5%
Earnings Growth
ERC
47.7%
JPM
-3.6%

Financial Health

Debt/Equity
ERC
0.42
JPM
--
Current Ratio
ERC
0.07
JPM
--
Quick Ratio
ERC
0.07
JPM
--

Dividends

Dividend Yield
ERC
9.45%
JPM
1.91%
Payout Ratio
ERC
89.97%
JPM
28.97%

AI Verdict

ERC BULLISH

ERC presents a compelling deep-value opportunity, characterized by a stable Piotroski F-Score of 6/9 and a current price ($9.19) that trades significantly below both its Graham Number ($14.73) and estimated Intrinsic Value ($28.32). While the technical trend is currently bearish (0/100), the fundamental valuation metrics—including a P/B of 0.91 and a low P/E of 9.57—suggest the asset is heavily undervalued. Strong earnings growth of 47.7% offsets the slight decline in revenue, though the high dividend payout ratio requires monitoring.

Strengths
Significant undervaluation relative to Graham Number ($14.73) and Intrinsic Value ($28.32)
Strong earnings growth of 47.7% YoY
Stable financial health indicated by a Piotroski F-Score of 6/9
Risks
Severe bearish technical trend (0/100)
Extremely low current ratio (0.07), indicating potential liquidity constraints
High dividend payout ratio (89.97%) limiting capital reinvestment
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

ERC vs JPM: Head-to-Head Comparison

This page compares Allspring Multi-Sector Income Fund (ERC) 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.

Home
Terminal
AI Chat
Markets
Profile