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FPF vs JPM

FPF
First Trust Intermediate Duration Preferred & Income Fund
BEARISH
Price
$18.44
Market Cap
$1.12B
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
FPF
9.36
JPM
15.68
Forward P/E
FPF
--
JPM
13.42
P/B Ratio
FPF
--
JPM
2.47
P/S Ratio
FPF
--
JPM
5.03
EV/EBITDA
FPF
--
JPM
--

Profitability

Gross Margin
FPF
0.0%
JPM
0.0%
Operating Margin
FPF
0.0%
JPM
41.06%
Profit Margin
FPF
0.0%
JPM
33.91%
ROE
FPF
--
JPM
16.13%
ROA
FPF
--
JPM
1.35%

Growth

Revenue Growth
FPF
--
JPM
2.5%
Earnings Growth
FPF
--
JPM
-3.6%

Financial Health

Debt/Equity
FPF
--
JPM
--
Current Ratio
FPF
--
JPM
--
Quick Ratio
FPF
--
JPM
--

Dividends

Dividend Yield
FPF
8.95%
JPM
1.91%
Payout Ratio
FPF
83.76%
JPM
28.97%

AI Verdict

FPF BEARISH

The deterministic health profile is critically weak, headlined by a Piotroski F-Score of 1/9, indicating severe fundamental deterioration or structural misalignment with corporate health metrics. FPF is currently trading at a significant premium ($18.44) relative to its calculated intrinsic value of $13.79. This valuation gap, combined with a 0/100 technical trend and a high payout ratio of 83.76%, suggests the fund is overvalued and facing negative momentum despite its attractive dividend yield.

Strengths
Strong dividend yield of 8.95%
Positive long-term price performance (3Y Change: +58.3%)
Low P/E ratio (9.36) compared to the financial services sector average (38.44)
Risks
Critically low Piotroski F-Score (1/9) indicating poor financial health
Trading at a ~33% premium to its intrinsic value ($13.79)
Bearish technical trend (0/100) suggesting immediate downward pressure
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

FPF vs JPM: Head-to-Head Comparison

This page compares First Trust Intermediate Duration Preferred & Income Fund (FPF) 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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