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HTBK vs JPM

HTBK
Heritage Commerce Corp
BULLISH
Price
$13.37
Market Cap
$823.5M
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
HTBK
17.14
JPM
15.68
Forward P/E
HTBK
12.52
JPM
13.42
P/B Ratio
HTBK
1.16
JPM
2.47
P/S Ratio
HTBK
4.21
JPM
5.03
EV/EBITDA
HTBK
--
JPM
--

Profitability

Gross Margin
HTBK
0.0%
JPM
0.0%
Operating Margin
HTBK
45.34%
JPM
41.06%
Profit Margin
HTBK
24.45%
JPM
33.91%
ROE
HTBK
6.84%
JPM
16.13%
ROA
HTBK
0.84%
JPM
1.35%

Growth

Revenue Growth
HTBK
17.7%
JPM
2.5%
Earnings Growth
HTBK
45.2%
JPM
-3.6%

Financial Health

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

Dividends

Dividend Yield
HTBK
3.89%
JPM
1.91%
Payout Ratio
HTBK
66.67%
JPM
28.97%

AI Verdict

HTBK BULLISH

HTBK presents a stable financial profile with a Piotroski F-Score of 4/9 and is currently undervalued relative to its Graham Number ($14.23) and Intrinsic Value ($23.01). The company exhibits exceptional earnings growth (45.2% YoY) and a consistent track record of beating quarterly estimates over the last 25 quarters. However, a severely bearish technical trend (10/100) and modest ROE (6.84%) suggest caution regarding short-term timing. Overall, the strong fundamental growth and valuation discount outweigh the current technical weakness.

Strengths
Significant undervaluation relative to Intrinsic Value ($23.01) and Graham Number ($14.23)
Exceptional YoY earnings growth of 45.20%
Strong earnings track record with 3/4 recent beats and consistent positive surprises
Risks
Severely bearish technical trend (10/100) indicating strong downward price momentum
Low Return on Equity (6.84%) compared to high-performing regional peers
Piotroski F-Score of 4/9 indicates only 'stable' health rather than 'strong'
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

HTBK vs JPM: Head-to-Head Comparison

This page compares Heritage Commerce Corp (HTBK) 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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