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ESNT vs JPM

ESNT
Essent Group Ltd.
NEUTRAL
Price
$63.62
Market Cap
$5.98B
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
ESNT
9.22
JPM
15.68
Forward P/E
ESNT
8.21
JPM
13.42
P/B Ratio
ESNT
1.05
JPM
2.47
P/S Ratio
ESNT
4.74
JPM
5.03
EV/EBITDA
ESNT
6.72
JPM
--

Profitability

Gross Margin
ESNT
80.13%
JPM
0.0%
Operating Margin
ESNT
61.68%
JPM
41.06%
Profit Margin
ESNT
54.72%
JPM
33.91%
ROE
ESNT
12.15%
JPM
16.13%
ROA
ESNT
7.34%
JPM
1.35%

Growth

Revenue Growth
ESNT
-0.8%
JPM
2.5%
Earnings Growth
ESNT
0.9%
JPM
-3.6%

Financial Health

Debt/Equity
ESNT
0.09
JPM
--
Current Ratio
ESNT
4.35
JPM
--
Quick Ratio
ESNT
2.59
JPM
--

Dividends

Dividend Yield
ESNT
2.2%
JPM
1.91%
Payout Ratio
ESNT
17.97%
JPM
28.97%

AI Verdict

ESNT NEUTRAL

ESNT presents a classic value trap profile: fundamentally sound with a stable Piotroski F-Score of 4/9 and an exceptionally strong balance sheet, yet plagued by stagnant growth and bearish internal signals. While the Graham Number of $96.76 suggests significant defensive undervaluation, the intrinsic value of $57.62 and negative Q/Q growth trends indicate a lack of catalysts. The company maintains high margins and low debt, but recent earnings misses and consistent insider selling offset the attractive valuation metrics.

Strengths
Extremely low Debt/Equity ratio (0.09) indicating minimal leverage risk
Strong liquidity position with a Current Ratio of 4.35
High profitability margins (Profit Margin 54.72%, Operating Margin 61.68%)
Risks
Negative growth trajectory with Q/Q revenue down 5.87% and earnings down 7.70%
Bearish insider sentiment with four sell transactions and zero buys in 6 months
Poor recent earnings track record, beating estimates in only 1 of the last 4 quarters
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

ESNT vs JPM: Head-to-Head Comparison

This page compares Essent Group Ltd. (ESNT) 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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