No connection

Search Results

IDE vs JPM

IDE
Voya Infrastructure, Industrials and Materials Fund
BEARISH
Price
$13.64
Market Cap
$206.7M
Sector
Financial Services
AI Confidence
80%
JPM
JPMorgan Chase & Co.
NEUTRAL
Price
$313.68
Market Cap
$846.01B
Sector
Financial Services
AI Confidence
85%

Valuation

P/E Ratio
IDE
7.66
JPM
15.68
Forward P/E
IDE
--
JPM
13.42
P/B Ratio
IDE
--
JPM
2.47
P/S Ratio
IDE
--
JPM
5.03
EV/EBITDA
IDE
--
JPM
--

Profitability

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

Growth

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

Financial Health

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

Dividends

Dividend Yield
IDE
8.8%
JPM
1.91%
Payout Ratio
IDE
67.42%
JPM
28.97%

AI Verdict

IDE BEARISH

The deterministic health profile is severely compromised, highlighted by a Piotroski F-Score of 1/9, indicating critical fundamental weakness. While the fund has shown strong historical price appreciation and offers an attractive 8.80% dividend yield, it is currently trading at a premium to its intrinsic value of $12.46. The combination of a bearish technical trend (10/100) and weak insider sentiment suggests a potential reversal of recent gains. Consequently, the strong dividend yield is offset by poor underlying financial health and overvaluation relative to growth-based estimates.

Strengths
High dividend yield of 8.80%
Strong 1-year price performance (+43.3%)
Sustainable payout ratio of 67.42%
Risks
Critical fundamental health (Piotroski F-Score 1/9)
Trading above intrinsic value ($13.64 vs $12.46)
Severely bearish technical trend (10/100)
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

IDE vs JPM: Head-to-Head Comparison

This page compares Voya Infrastructure, Industrials and Materials Fund (IDE) 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