No connection

Search Results

EVF vs JPM

EVF
Eaton Vance Senior Income Trust
BEARISH
Price
$4.97
Market Cap
$90.3M
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
EVF
24.85
JPM
15.68
Forward P/E
EVF
--
JPM
13.42
P/B Ratio
EVF
0.83
JPM
2.47
P/S Ratio
EVF
5.94
JPM
5.03
EV/EBITDA
EVF
--
JPM
--

Profitability

Gross Margin
EVF
100.0%
JPM
0.0%
Operating Margin
EVF
86.41%
JPM
41.06%
Profit Margin
EVF
61.29%
JPM
33.91%
ROE
EVF
6.4%
JPM
16.13%
ROA
EVF
4.8%
JPM
1.35%

Growth

Revenue Growth
EVF
-7.5%
JPM
2.5%
Earnings Growth
EVF
-61.4%
JPM
-3.6%

Financial Health

Debt/Equity
EVF
0.16
JPM
--
Current Ratio
EVF
0.26
JPM
--
Quick Ratio
EVF
0.26
JPM
--

Dividends

Dividend Yield
EVF
9.19%
JPM
1.91%
Payout Ratio
EVF
148.42%
JPM
28.97%

AI Verdict

EVF BEARISH

EVF presents as a classic income trap, characterized by a stable Piotroski F-Score of 4/9 but severely deteriorating fundamentals. While the current price of $4.97 sits near the Graham Number ($5.19), it trades at a massive premium to its growth-based intrinsic value of $1.40. The most critical concern is the unsustainable dividend payout ratio of 148.42% coupled with a catastrophic 61.40% year-over-year decline in earnings. With a technical trend score of 0/100 and negative revenue growth, the trust is in a clear bearish phase.

Strengths
Trading at a discount to book value (P/B 0.83)
Very low Debt/Equity ratio (0.16)
Strong operating margins (86.41%)
Risks
Unsustainable payout ratio (148.42%) indicating dividend is not covered by earnings
Severe earnings contraction (-61.40% YoY)
Negative revenue growth (-7.50%)
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

EVF vs JPM: Head-to-Head Comparison

This page compares Eaton Vance Senior Income Trust (EVF) 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